401(k) · DOL Form 5500 · 2022

Jewelers Mutual Insurance Company, Si 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
379
Participants Below avg headcount
90th
Percentile by assets National rank
$178,689
Avg per participant Above avg balance/head
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Official DOL plan name: Jewelers Mutual Insurance Company Savings Plus · Sponsored by Jewelers Mutual Insurance Company, Si · Wisconsin · Finance & Insurance

$68M in assets, 379 participants

Jewelers Mutual Insurance Company, Si's Jewelers Mutual Insurance Company Savings Plus reported $68M in total assets and 379 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,819 in Finance & Insurance (9,261 peers)

Where Jewelers Mutual Insurance Company Savings Plus sits by assets

Jewelers Mutual Insurance Company Savings Plus sits in the top 10% of all filed plans by assets, $68M for 379 participants (~$178,689/participant), down 10.2% in 2022.

#7,819
in Finance & Insurance (9,261 peers)
-10.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jewelers Mutual Insurance Company Savings Plus's outsized position by total assets

Jewelers Mutual Insurance Company Savings Plus vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$67,723,068 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Jewelers Mutual Insurance Company Savings Plus among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jewelers Mutual Insurance Company Savings Plus sits mid-pack in the medium band (379 participants).

Plan-year Form 5500 strip

Filing strip 390493890 · Jewelers Mutual Insurance Company, Si PY 2022 · 401(k)

Jewelers Mutual Insurance Company Savings Plus · $68M · 379 · 90th

  • VS-ST $68M
  • VS-ST 379
  • VS-ST 90th
  • VS-ST 401(k)
  • VS-ST near Csc Generation Holdings, Inc. 401(k) Plan
  • VS-ST ind #7819

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Wisconsin →

Jewelers Mutual Insurance Company Savings Plus in the asset neighbourhood

Mcgrath North Mullin & Kratz, PC Llo Profit Sharing / 401(k) PlanMcgrath North Mullin & Kratz…$68MSonifi Solutions, Inc. 401(k) PlanSonifi Solutions, Inc. 401(k…$68MBcbs of Vermont 401(k) Retirement ProgramBcbs of Vermont 401(k) Retir…$68MJewelers Mutual Insurance Company Savings PlusJewelers Mutual Insurance Co…$68MCsc Generation Holdings, Inc. 401(k) PlanCsc Generation Holdings, Inc…$68M
End-of-year total assets ($M) among Jewelers Mutual Insurance Company Savings Plus and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$68M
Net Income-$11M
Employer EIN390493890
Plan Effective Date1956-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewelers Mutual Insurance Company, Si)

Sponsor-wide plan assets over time

All Jewelers Mutual Insurance Company, Si plans reported in each filing year

Latest sponsor-wide plan assets
$97M 42.88040819414738% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $67.7M $96.8M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 379 $68M
2023 1 446 $84M
2024 1 474 $97M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jewelers Mutual Insurance Company Savings Plus vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Jewelers Mutual Insurance Company Savings Plus, Total assets ($B): 0.067723068 · Participants: 379Jewelers Mutual Insurance Company Savings PlusJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Jewelers Mutual Insurance Company Savings Plus vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jewelers Mutual Insurance Company Savings Plus side-by-side with 3 peers →

Jewelers Mutual Insurance Company Savings Plus's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Csc Generation Holdings, Inc. 401(k) Plan in IL ($68M); by covered participants it is Hospitality Staffing Solutions 401(k) Plan in GA (379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jewelers Mutual Insurance Company Savings Plus assets move in 2022? ▼
Jewelers Mutual Insurance Company Savings Plus pulled back noticeably - down 10.2% during 2022, from $75M to $68M. Reported net income was -$11M.
How have Jewelers Mutual Insurance Company, Si plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewelers Mutual Insurance Company, Si's sponsor-wide assets grew 42.9%, from $68M to $97M.
Where does Jewelers Mutual Insurance Company Savings Plus rank by assets among Form 5500 filers? ▼
Jewelers Mutual Insurance Company Savings Plus ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jewelers Mutual Insurance Company Savings Plus? ▼
Among 401(k) plans in other states, the closest by assets is Csc Generation Holdings, Inc. 401(k) Plan in IL ($68M, 1,729 participants).
Which 401(k) plans cover a similar participant headcount to Jewelers Mutual Insurance Company Savings Plus? ▼
Among 401(k) plans in other states, the closest by covered participants is Hospitality Staffing Solutions 401(k) Plan in GA (379 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390493890.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.