State Bar of Wisconsin
Plan context: State Bar of Wisconsin Savings Plan and Trust Agreement
EIN 39-0807061 • Madison, WI • 56 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
299
2025 Assets
$22,213,044
2025 Contributions
$1,250,023
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 299 | $0 | $0 | - |
| State Bar of Wisconsin Health Plan | - | 299 | - | - | - |
| 2024 | 2 | 340 | $22,213,044 | $1,250,023 | $3,677iApproximate average salary by contribution assumption: employee only about $91,913 at 4% or $61,276 at 6%; with 50% employer match about $61,276 at 4% or $40,850 at 6%; with 100% employer match about $45,957 at 4% or $30,638 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 81 | $22,213,044 | $1,250,023 | $15,432iApproximate average salary by contribution assumption: employee only about $385,810 at 4% or $257,206 at 6%; with 50% employer match about $257,206 at 4% or $171,471 at 6%; with 100% employer match about $192,905 at 4% or $128,603 at 6%. |
| State Bar of Wisconsin Health Plan | - | 340 | - | - | - |
| 2023 | 2 | 188 | $19,943,754 | $938,905 | $4,994iApproximate average salary by contribution assumption: employee only about $124,854 at 4% or $83,236 at 6%; with 50% employer match about $83,236 at 4% or $55,491 at 6%; with 100% employer match about $62,427 at 4% or $41,618 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 81 | $19,943,754 | $938,905 | $11,591iApproximate average salary by contribution assumption: employee only about $289,785 at 4% or $193,190 at 6%; with 50% employer match about $193,190 at 4% or $128,794 at 6%; with 100% employer match about $144,893 at 4% or $96,595 at 6%. |
| State Bar of Wisconsin Health Plan | - | 188 | - | - | - |
| 2022 | 2 | 151 | $17,290,887 | $961,913 | $6,370iApproximate average salary by contribution assumption: employee only about $159,257 at 4% or $106,171 at 6%; with 50% employer match about $106,171 at 4% or $70,781 at 6%; with 100% employer match about $79,629 at 4% or $53,086 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 80 | $17,290,887 | $961,913 | $12,024iApproximate average salary by contribution assumption: employee only about $300,598 at 4% or $200,399 at 6%; with 50% employer match about $200,399 at 4% or $133,599 at 6%; with 100% employer match about $150,299 at 4% or $100,199 at 6%. |
| State Bar of Wisconsin Health Plan | - | 151 | - | - | - |
| 2021 | 2 | 83 | $24,276,534 | $1,074,839 | $12,950iApproximate average salary by contribution assumption: employee only about $323,747 at 4% or $215,831 at 6%; with 50% employer match about $215,831 at 4% or $143,887 at 6%; with 100% employer match about $161,873 at 4% or $107,916 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 82 | $24,276,534 | $1,074,839 | $13,108iApproximate average salary by contribution assumption: employee only about $327,695 at 4% or $218,463 at 6%; with 50% employer match about $218,463 at 4% or $145,642 at 6%; with 100% employer match about $163,847 at 4% or $109,232 at 6%. |
| State Bar of Wisconsin Health Plan | - | 83 | - | - | - |
| 2020 | 2 | 82 | $21,556,832 | $842,117 | $10,270iApproximate average salary by contribution assumption: employee only about $256,743 at 4% or $171,162 at 6%; with 50% employer match about $171,162 at 4% or $114,108 at 6%; with 100% employer match about $128,371 at 4% or $85,581 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 82 | $21,556,832 | $842,117 | $10,270iApproximate average salary by contribution assumption: employee only about $256,743 at 4% or $171,162 at 6%; with 50% employer match about $171,162 at 4% or $114,108 at 6%; with 100% employer match about $128,371 at 4% or $85,581 at 6%. |
| State Bar of Wisconsin Health Plan | - | 46 | - | - | - |
| 2019 | 1 | 78 | $17,071,258 | $769,500 | $9,865iApproximate average salary by contribution assumption: employee only about $246,635 at 4% or $164,423 at 6%; with 50% employer match about $164,423 at 4% or $109,615 at 6%; with 100% employer match about $123,317 at 4% or $82,212 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 78 | $17,071,258 | $769,500 | $9,865iApproximate average salary by contribution assumption: employee only about $246,635 at 4% or $164,423 at 6%; with 50% employer match about $164,423 at 4% or $109,615 at 6%; with 100% employer match about $123,317 at 4% or $82,212 at 6%. |
| 2018 | 1 | 79 | $13,659,042 | $774,310 | $9,801iApproximate average salary by contribution assumption: employee only about $245,035 at 4% or $163,357 at 6%; with 50% employer match about $163,357 at 4% or $108,904 at 6%; with 100% employer match about $122,517 at 4% or $81,678 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 79 | $13,659,042 | $774,310 | $9,801iApproximate average salary by contribution assumption: employee only about $245,035 at 4% or $163,357 at 6%; with 50% employer match about $163,357 at 4% or $108,904 at 6%; with 100% employer match about $122,517 at 4% or $81,678 at 6%. |
| 2017 | 1 | 81 | $14,438,213 | $758,699 | $9,367iApproximate average salary by contribution assumption: employee only about $234,166 at 4% or $156,111 at 6%; with 50% employer match about $156,111 at 4% or $104,074 at 6%; with 100% employer match about $117,083 at 4% or $78,055 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 81 | $14,438,213 | $758,699 | $9,367iApproximate average salary by contribution assumption: employee only about $234,166 at 4% or $156,111 at 6%; with 50% employer match about $156,111 at 4% or $104,074 at 6%; with 100% employer match about $117,083 at 4% or $78,055 at 6%. |
| 2016 | 1 | 80 | $14,192,980 | $726,745 | $9,084iApproximate average salary by contribution assumption: employee only about $227,108 at 4% or $151,405 at 6%; with 50% employer match about $151,405 at 4% or $100,937 at 6%; with 100% employer match about $113,554 at 4% or $75,703 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 80 | $14,192,980 | $726,745 | $9,084iApproximate average salary by contribution assumption: employee only about $227,108 at 4% or $151,405 at 6%; with 50% employer match about $151,405 at 4% or $100,937 at 6%; with 100% employer match about $113,554 at 4% or $75,703 at 6%. |
| 2015 | 1 | 85 | $12,653,200 | $665,434 | $7,829iApproximate average salary by contribution assumption: employee only about $195,716 at 4% or $130,477 at 6%; with 50% employer match about $130,477 at 4% or $86,985 at 6%; with 100% employer match about $97,858 at 4% or $65,239 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 85 | $12,653,200 | $665,434 | $7,829iApproximate average salary by contribution assumption: employee only about $195,716 at 4% or $130,477 at 6%; with 50% employer match about $130,477 at 4% or $86,985 at 6%; with 100% employer match about $97,858 at 4% or $65,239 at 6%. |
| 2014 | 1 | 81 | $12,699,217 | $679,050 | $8,383iApproximate average salary by contribution assumption: employee only about $209,583 at 4% or $139,722 at 6%; with 50% employer match about $139,722 at 4% or $93,148 at 6%; with 100% employer match about $104,792 at 4% or $69,861 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 81 | $12,699,217 | $679,050 | $8,383iApproximate average salary by contribution assumption: employee only about $209,583 at 4% or $139,722 at 6%; with 50% employer match about $139,722 at 4% or $93,148 at 6%; with 100% employer match about $104,792 at 4% or $69,861 at 6%. |
| 2013 | 1 | 83 | $12,282,750 | $744,648 | $8,972iApproximate average salary by contribution assumption: employee only about $224,292 at 4% or $149,528 at 6%; with 50% employer match about $149,528 at 4% or $99,685 at 6%; with 100% employer match about $112,146 at 4% or $74,764 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 83 | $12,282,750 | $744,648 | $8,972iApproximate average salary by contribution assumption: employee only about $224,292 at 4% or $149,528 at 6%; with 50% employer match about $149,528 at 4% or $99,685 at 6%; with 100% employer match about $112,146 at 4% or $74,764 at 6%. |
| 2012 | 1 | 82 | $9,942,220 | $726,179 | $8,856iApproximate average salary by contribution assumption: employee only about $221,396 at 4% or $147,597 at 6%; with 50% employer match about $147,597 at 4% or $98,398 at 6%; with 100% employer match about $110,698 at 4% or $73,799 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 82 | $9,942,220 | $726,179 | $8,856iApproximate average salary by contribution assumption: employee only about $221,396 at 4% or $147,597 at 6%; with 50% employer match about $147,597 at 4% or $98,398 at 6%; with 100% employer match about $110,698 at 4% or $73,799 at 6%. |
| 2011 | 3 | 88 | $9,109,747 | $814,426 | $9,255iApproximate average salary by contribution assumption: employee only about $231,371 at 4% or $154,247 at 6%; with 50% employer match about $154,247 at 4% or $102,832 at 6%; with 100% employer match about $115,686 at 4% or $77,124 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 88 | $9,109,747 | $441,427 | $5,016iApproximate average salary by contribution assumption: employee only about $125,405 at 4% or $83,604 at 6%; with 50% employer match about $83,604 at 4% or $55,736 at 6%; with 100% employer match about $62,703 at 4% or $41,802 at 6%. |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 0 | - | $372,999 | - |
| State Bar of Wisconsin Master Trust | - | - | - | - | - |
| 2010 | 3 | 91 | $17,627,520 | $737,283 | $8,102iApproximate average salary by contribution assumption: employee only about $202,550 at 4% or $135,034 at 6%; with 50% employer match about $135,034 at 4% or $90,022 at 6%; with 100% employer match about $101,275 at 4% or $67,517 at 6%. |
| State Bar of Wisconsin Master Trust | - | - | $8,725,592 | - | - |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 86 | $5,467,201 | $433,267 | $5,038iApproximate average salary by contribution assumption: employee only about $125,950 at 4% or $83,966 at 6%; with 50% employer match about $83,966 at 4% or $55,978 at 6%; with 100% employer match about $62,975 at 4% or $41,983 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 91 | $3,434,727 | $304,016 | $3,341iApproximate average salary by contribution assumption: employee only about $83,521 at 4% or $55,681 at 6%; with 50% employer match about $55,681 at 4% or $37,120 at 6%; with 100% employer match about $41,760 at 4% or $27,840 at 6%. |
| 2009 | 3 | 93 | $14,518,974 | $714,740 | $7,685iApproximate average salary by contribution assumption: employee only about $192,134 at 4% or $128,090 at 6%; with 50% employer match about $128,090 at 4% or $85,393 at 6%; with 100% employer match about $96,067 at 4% or $64,045 at 6%. |
| State Bar of Wisconsin Master Trust | - | - | $7,164,952 | - | - |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 86 | $4,562,882 | $414,250 | $4,817iApproximate average salary by contribution assumption: employee only about $120,422 at 4% or $80,281 at 6%; with 50% employer match about $80,281 at 4% or $53,521 at 6%; with 100% employer match about $60,211 at 4% or $40,141 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 93 | $2,791,140 | $300,490 | $3,231iApproximate average salary by contribution assumption: employee only about $80,777 at 4% or $53,851 at 6%; with 50% employer match about $53,851 at 4% or $35,901 at 6%; with 100% employer match about $40,388 at 4% or $26,926 at 6%. |
| 2008 | 3 | 85 | $11,542,755 | $663,145 | $7,802iApproximate average salary by contribution assumption: employee only about $195,043 at 4% or $130,028 at 6%; with 50% employer match about $130,028 at 4% or $86,686 at 6%; with 100% employer match about $97,521 at 4% or $65,014 at 6%. |
| State Bar of Wisconsin Master Trust | - | 0 | $5,685,727 | - | - |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 81 | $3,656,230 | $387,514 | $4,784iApproximate average salary by contribution assumption: employee only about $119,603 at 4% or $79,735 at 6%; with 50% employer match about $79,735 at 4% or $53,157 at 6%; with 100% employer match about $59,802 at 4% or $39,868 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 85 | $2,200,798 | $275,631 | $3,243iApproximate average salary by contribution assumption: employee only about $81,068 at 4% or $54,045 at 6%; with 50% employer match about $54,045 at 4% or $36,030 at 6%; with 100% employer match about $40,534 at 4% or $27,023 at 6%. |
| 2007 | 3 | 86 | $18,019,542 | $638,960 | $7,430iApproximate average salary by contribution assumption: employee only about $185,744 at 4% or $123,829 at 6%; with 50% employer match about $123,829 at 4% or $82,553 at 6%; with 100% employer match about $92,872 at 4% or $61,915 at 6%. |
| State Bar of Wisconsin Master Trust | - | 0 | $8,928,839 | - | - |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 85 | $5,680,099 | $352,762 | $4,150iApproximate average salary by contribution assumption: employee only about $103,754 at 4% or $69,169 at 6%; with 50% employer match about $69,169 at 4% or $46,113 at 6%; with 100% employer match about $51,877 at 4% or $34,585 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 86 | $3,410,604 | $286,198 | $3,328iApproximate average salary by contribution assumption: employee only about $83,197 at 4% or $55,465 at 6%; with 50% employer match about $55,465 at 4% or $36,976 at 6%; with 100% employer match about $41,599 at 4% or $27,732 at 6%. |
| 2006 | 3 | 84 | $20,664,563 | $612,224 | $7,288iApproximate average salary by contribution assumption: employee only about $182,210 at 4% or $121,473 at 6%; with 50% employer match about $121,473 at 4% or $80,982 at 6%; with 100% employer match about $91,105 at 4% or $60,737 at 6%. |
| State Bar of Wisconsin Master Trust | - | 0 | $10,253,379 | - | - |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 81 | $6,247,101 | $323,942 | $3,999iApproximate average salary by contribution assumption: employee only about $99,982 at 4% or $66,655 at 6%; with 50% employer match about $66,655 at 4% or $44,436 at 6%; with 100% employer match about $49,991 at 4% or $33,327 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 84 | $4,164,083 | $288,282 | $3,432iApproximate average salary by contribution assumption: employee only about $85,798 at 4% or $57,199 at 6%; with 50% employer match about $57,199 at 4% or $38,133 at 6%; with 100% employer match about $42,899 at 4% or $28,599 at 6%. |
| 2005 | 3 | 82 | $18,117,173 | $665,813 | $8,120iApproximate average salary by contribution assumption: employee only about $202,992 at 4% or $135,328 at 6%; with 50% employer match about $135,328 at 4% or $90,219 at 6%; with 100% employer match about $101,496 at 4% or $67,664 at 6%. |
| State Bar of Wisconsin Master Trust | - | 0 | $9,034,119 | - | - |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 78 | $5,447,801 | $383,185 | $4,913iApproximate average salary by contribution assumption: employee only about $122,816 at 4% or $81,877 at 6%; with 50% employer match about $81,877 at 4% or $54,585 at 6%; with 100% employer match about $61,408 at 4% or $40,939 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 82 | $3,635,253 | $282,628 | $3,447iApproximate average salary by contribution assumption: employee only about $86,167 at 4% or $57,445 at 6%; with 50% employer match about $57,445 at 4% or $38,296 at 6%; with 100% employer match about $43,084 at 4% or $28,722 at 6%. |
| 2004 | 3 | 84 | $17,407,155 | $593,790 | $7,069iApproximate average salary by contribution assumption: employee only about $176,723 at 4% or $117,815 at 6%; with 50% employer match about $117,815 at 4% or $78,544 at 6%; with 100% employer match about $88,362 at 4% or $58,908 at 6%. |
| State Bar of Wisconsin Master Trust | - | 0 | $8,636,007 | - | - |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 82 | $5,386,470 | $313,064 | $3,818iApproximate average salary by contribution assumption: employee only about $95,446 at 4% or $63,631 at 6%; with 50% employer match about $63,631 at 4% or $42,421 at 6%; with 100% employer match about $47,723 at 4% or $31,815 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 84 | $3,384,678 | $280,726 | $3,342iApproximate average salary by contribution assumption: employee only about $83,549 at 4% or $55,700 at 6%; with 50% employer match about $55,700 at 4% or $37,133 at 6%; with 100% employer match about $41,775 at 4% or $27,850 at 6%. |
| 2003 | 3 | 81 | $14,939,465 | $521,126 | $6,434iApproximate average salary by contribution assumption: employee only about $160,841 at 4% or $107,228 at 6%; with 50% employer match about $107,228 at 4% or $71,485 at 6%; with 100% employer match about $80,421 at 4% or $53,614 at 6%. |
| State Bar of Wisconsin Master Trust | - | 0 | $7,423,177 | - | - |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 74 | $4,677,213 | $269,215 | $3,638iApproximate average salary by contribution assumption: employee only about $90,951 at 4% or $60,634 at 6%; with 50% employer match about $60,634 at 4% or $40,423 at 6%; with 100% employer match about $45,476 at 4% or $30,317 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 81 | $2,839,075 | $251,911 | $3,110iApproximate average salary by contribution assumption: employee only about $77,750 at 4% or $51,834 at 6%; with 50% employer match about $51,834 at 4% or $34,556 at 6%; with 100% employer match about $38,875 at 4% or $25,917 at 6%. |
| 2002 | 3 | 72 | $12,387,166 | $493,638 | $6,856iApproximate average salary by contribution assumption: employee only about $171,402 at 4% or $114,268 at 6%; with 50% employer match about $114,268 at 4% or $76,179 at 6%; with 100% employer match about $85,701 at 4% or $57,134 at 6%. |
| State Bar of Wisconsin Master Trust | - | 0 | $6,127,256 | - | - |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 65 | $4,025,097 | $273,462 | $4,207iApproximate average salary by contribution assumption: employee only about $105,178 at 4% or $70,118 at 6%; with 50% employer match about $70,118 at 4% or $46,746 at 6%; with 100% employer match about $52,589 at 4% or $35,059 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 72 | $2,234,813 | $220,176 | $3,058iApproximate average salary by contribution assumption: employee only about $76,450 at 4% or $50,967 at 6%; with 50% employer match about $50,967 at 4% or $33,978 at 6%; with 100% employer match about $38,225 at 4% or $25,483 at 6%. |
| 2001 | 3 | 74 | $14,809,508 | $492,280 | $6,652iApproximate average salary by contribution assumption: employee only about $166,311 at 4% or $110,874 at 6%; with 50% employer match about $110,874 at 4% or $73,916 at 6%; with 100% employer match about $83,155 at 4% or $55,437 at 6%. |
| State Bar of Wisconsin Master Trust | - | 0 | $7,346,264 | - | - |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 62 | $4,799,135 | $254,240 | $4,101iApproximate average salary by contribution assumption: employee only about $102,516 at 4% or $68,344 at 6%; with 50% employer match about $68,344 at 4% or $45,563 at 6%; with 100% employer match about $51,258 at 4% or $34,172 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 74 | $2,664,109 | $238,040 | $3,217iApproximate average salary by contribution assumption: employee only about $80,419 at 4% or $53,613 at 6%; with 50% employer match about $53,613 at 4% or $35,742 at 6%; with 100% employer match about $40,209 at 4% or $26,806 at 6%. |
| 2000 | 2 | 78 | $0 | $0 | - |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 67 | - | - | - |
| State Bar of Wisconsin Health Plan | - | 78 | - | - | - |
| 1999 | 2 | 70 | $9,183,139 | $388,893 | $5,556iApproximate average salary by contribution assumption: employee only about $138,890 at 4% or $92,594 at 6%; with 50% employer match about $92,594 at 4% or $61,729 at 6%; with 100% employer match about $69,445 at 4% or $46,297 at 6%. |
| State Bar of Wisconsin Money Purchase Pension Plan and Trust Agreement | - | 70 | $6,006,331 | $190,451 | $2,721iApproximate average salary by contribution assumption: employee only about $68,018 at 4% or $45,345 at 6%; with 50% employer match about $45,345 at 4% or $30,230 at 6%; with 100% employer match about $34,009 at 4% or $22,673 at 6%. |
| State Bar of Wisconsin Savings Plan and Trust Agreement | - | 70 | $3,176,808 | $198,442 | $2,835iApproximate average salary by contribution assumption: employee only about $70,872 at 4% or $47,248 at 6%; with 50% employer match about $47,248 at 4% or $31,499 at 6%; with 100% employer match about $35,436 at 4% or $23,624 at 6%. |