Plan5500

Wec Energy Group Limited Retirement Savings Plan — Form 5500 plan (Wec Energy Group, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wec Energy Group Limited Retirement Savings Plan is a benefit plan reported by Wec Energy Group, Inc. under EIN 39-1391525 and plan number 050. The latest loaded filing year is 2023. The filing reports 315 participants and $7,473,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.5MPlan net assets, end of year$7,473,000
Participants315Covered participants reported
Assets / participant$23.7KComputed: assets ÷ participants$23,724 (computed)
Provider compensation$40.6K2 Schedule C provider row(s)$40,582
Plan sponsor
Wec Energy Group, Inc.
EIN
39-1391525
Plan number
050
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    315 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$676K
Benefits paid / distributions$629K
Contributions
Employer$730K
Participant$557K
Full reported line items

Net assets

Total assets (EOY)
$7,473,000
Total liabilities (EOY)
$0
Net assets (EOY)
$7,473,000
Net assets (BOY)
$5,952,000

Income & contributions

Employer contributions
$730,000
Participant contributions
$557,000
Total contributions
$1,373,000
Total income / additions
$2,428,000

Expenses & distributions

Benefits paid
$629,000
Administrative expenses
$47,000
Total expenses
$676,000
Net increase / (decrease)
$1,752,000
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 57%Participant 43%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$28.8K
    RECORDKEEPER · Direct $28.8K · Indirect $0
  2. 2
    Baker Tilly Us, Llp$11.8K
    N/A · Direct $11.8K

What to inspect next

Frequently asked questions

Who sponsors the Wec Energy Group Limited Retirement Savings Plan?
Wec Energy Group Limited Retirement Savings Plan is reported as sponsored by Wec Energy Group, Inc. (EIN 39-1391525, plan number 050) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Wec Energy Group Limited Retirement Savings Plan?
The latest Form 5500 filing year loaded for Wec Energy Group Limited Retirement Savings Plan is 2023.
How many participants does Wec Energy Group Limited Retirement Savings Plan report?
Wec Energy Group Limited Retirement Savings Plan reports 315 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Wec Energy Group Limited Retirement Savings Plan?
Wec Energy Group Limited Retirement Savings Plan reports $7,473,000 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages