401(k) · DOL Form 5500 · 2022

Western Reserve Mutual Casualty Company 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
282
Participants Below avg headcount
87th
Percentile by assets National rank
$160,842
Avg per participant Above avg balance/head
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Official DOL plan name: Western Reserve Group 401(k) Profit Sharing Plan · Sponsored by Western Reserve Mutual Casualty Company · Ohio · Finance & Insurance

$45M in assets, 282 participants

Western Reserve Mutual Casualty Company's Western Reserve Group 401(k) Profit Sharing Plan reported $45M in total assets and 282 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,356 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Western Reserve Group 401(k) Profit Sharing Plan covers 282 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $45M.

#7,356
in Finance & Insurance (9,261 peers)
-19.8%
assets change YoY
0.5×
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.

Western Reserve Group 401(k) Profit Sharing Plan's outsized position by total assets

Western Reserve Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$45,357,410 Top 13% higher than 87% 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

Western Reserve Group 401(k) Profit Sharing Plan 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. Western Reserve Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (282 participants).

Published 5500 schedule card

Filing strip 340613930 · Western Reserve Mutual Casualty Company PY 2022 · 401(k)

Western Reserve Group 401(k) Profit Sharing Plan · $45M · 282 · 87th

  • SCH $45M
  • SCH 282
  • SCH 87th
  • SCH 401(k)
  • SCH near Westfall Technik, Inc. 401(k) Plan
  • SCH ind #7356

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 Ohio →

Western Reserve Group 401(k) Profit Sharing Plan in the asset neighbourhood

Western Reserve Group 401(k) Profit Sharing PlanWestern Reserve Group 401(k)…$45MWestfall Technik, Inc. 401(k) PlanWestfall Technik, Inc. 401(k…$45MVirginia Cardiovascular Specialists, PC 401(k) Profit Sharing PlanVirginia Cardiovascular Spec…$45MPioneer State Mutual Insurance Co. 401(k) PlanPioneer State Mutual Insuran…$45MProductivity, Inc. Savings & Profit Sharing Plan and TrustProductivity, Inc. Savings &…$45M
End-of-year total assets ($M) among Western Reserve Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$45M
Net Income-$11M
Employer EIN340613930
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Reserve Mutual Casualty Company)

Sponsor-wide plan assets over time

All Western Reserve Mutual Casualty Company plans reported in each filing year

Latest sponsor-wide plan assets
$62M 36.62155092188905% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.4M $62M ▲ +36.6%
Year Plans Participants Total Assets
2022 2 286 $45M
2023 2 263 $53M
2024 2 289 $62M

Nearby 401(k) Plans in Ohio

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

Western Reserve Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Western Reserve Group 401(k) Profit Sharing Plan, Total assets ($B): 0.04535741 · Participants: 282Western Reserve Group 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Western Reserve Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Western Reserve Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Western Reserve Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Westfall Technik, Inc. 401(k) Plan in NV ($45M); by covered participants it is Magic Memories Employee Retirement Plan in CO (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Western Reserve Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Western Reserve Group 401(k) Profit Sharing Plan declined sharply - down 19.8% during 2022, from $57M to $45M. Reported net income was -$11M.
How have Western Reserve Mutual Casualty Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Reserve Mutual Casualty Company's sponsor-wide assets grew 36.6%, from $45M to $62M.
Where does Western Reserve Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Western Reserve Group 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Western Reserve Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westfall Technik, Inc. 401(k) Plan in NV ($45M, 1,276 participants).
Which 401(k) plans cover a similar participant headcount to Western Reserve Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Magic Memories Employee Retirement Plan in CO (282 participants, $2M 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 340613930.

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.