401(k) · DOL Form 5500 · 2022
M3 Insurance Solutions, Inc. 401(k) Plan
Data updated 2026-08-11
- $85M
- Total assets
- 321
- Participants
- 92nd
- Percentile by assets
- $264,727
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $85M
- total plan assets (2022 EOY)
- 321
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $264,727
- avg assets per participant
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 vs the 2022 asset distribution
By assets, M3 Retirement Savings Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$17M |
| Employer EIN | 391141360 |
| Plan Effective Date | 1977-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M3 Insurance Solutions, Inc.)
| 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
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to M3 Retirement Savings Plan by total assets, not by location.
- Allen Institute 401(k) Plan (WA) $85M · 543
- Edison Electric Institute Cooperative Savings Plan (DC) $85M · 160
- Lincoln Investment 401(k) and Profit Sharing Plan (PA) $85M · 489
- Kldiscovery Ontrack, LLC 401(k) Plan (MN) $85M · 877
Frequently Asked Questions
How did M3 Retirement Savings Plan assets move in 2022? ▼
How have M3 Insurance Solutions, Inc. plan assets changed over time? ▼
Where does M3 Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to M3 Retirement Savings Plan? ▼
Next read for M3 Retirement Savings Plan
Scale reading
Ways to act on M3 Retirement Savings Plan's numbers.
- By total assets, M3 Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- M3 Insurance Solutions, Inc.'s sponsor-wide assets have grown 37.3% since 2022 across 3 plan years on file. More Finance & Insurance plans