401(k) · DOL Form 5500 · 2022

M3 Insurance Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
321
Participants Below avg headcount
92nd
Percentile by assets National rank
$264,727
Avg per participant High balance/head
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Official DOL plan name: M3 Retirement Savings Plan · Sponsored by M3 Insurance Solutions, Inc. · Wisconsin · Finance & Insurance

$85M in assets, 321 participants

M3 Insurance Solutions, Inc.'s M3 Retirement Savings Plan reported $85M in total assets and 321 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,047 in Finance & Insurance (9,261 peers)

Where M3 Retirement Savings Plan sits by assets

M3 Retirement Savings Plan sits in the top 10% of all filed plans by assets, $85M for 321 participants (~$264,727/participant), down 16.8% in 2022.

#8,047
in Finance & Insurance (9,261 peers)
-16.8%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M3 Retirement Savings Plan's outsized position by total assets

M3 Retirement Savings Plan vs every filed plan by assets

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

$84,977,427 Top 8% higher than 92% 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

M3 Retirement Savings 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. M3 Retirement Savings Plan sits mid-pack in the medium band (321 participants).

Form 5500 schedule snapshot

Filing strip 391141360 · M3 Insurance Solutions, Inc. PY 2022 · 401(k)

M3 Retirement Savings Plan · $85M · 321 · 92nd

  • BOOK $85M
  • BOOK 321
  • BOOK 92nd
  • BOOK 401(k)
  • BOOK near Allen Institute 401(k) Plan
  • BOOK ind #8047

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 →

M3 Retirement Savings Plan in the asset neighbourhood

Edison Electric Institute Cooperative Savings PlanEdison Electric Institute Co…$85MLincoln Investment 401(k) and Profit Sharing PlanLincoln Investment 401(k) an…$85MM3 Retirement Savings Plan$85MAllen Institute 401(k) Plan$85MKldiscovery Ontrack, LLC 401(k) PlanKldiscovery Ontrack, LLC 401…$85M
End-of-year total assets ($M) among M3 Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$85M
Net Income-$17M
Employer EIN391141360
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M3 Insurance Solutions, Inc.)

Sponsor-wide plan assets over time

All M3 Insurance Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 37.28507807138006% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85M $117M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 321 $85M
2023 1 388 $98M
2024 1 381 $117M

Nearby 401(k) Plans in Wisconsin

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

M3 Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants M3 Retirement Savings Plan, Total assets ($B): 0.084977427 · Participants: 321M3 Retirement Savings PlanJohnson 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
M3 Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare M3 Retirement Savings Plan side-by-side with 3 peers →

M3 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Allen Institute 401(k) Plan in WA ($85M); by covered participants it is Fdf Energy Services, LLC 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (321 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 M3 Retirement Savings Plan assets move in 2022? ▼
M3 Retirement Savings Plan declined sharply - down 16.8% during 2022, from $102M to $85M. Reported net income was -$17M.
How have M3 Insurance Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M3 Insurance Solutions, Inc.'s sponsor-wide assets grew 37.3%, from $85M to $117M.
Where does M3 Retirement Savings Plan rank by assets among Form 5500 filers? ▼
M3 Retirement Savings Plan ranks in the 92nd 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 M3 Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allen Institute 401(k) Plan in WA ($85M, 543 participants).
Which 401(k) plans cover a similar participant headcount to M3 Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fdf Energy Services, LLC 401(k) Plan in LA (321 participants, $9M 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 391141360.

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.