401(k) · DOL Form 5500 · 2022

The Wawanesa Mutual Insurance Company 401(k) Plan

Data updated 2026-08-11

$59M
Total assets
798
Participants
89th
Percentile by assets
$74,286
Avg per participant
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Official DOL plan name: The Wawanesa Salary Deferral Plan · Sponsored by The Wawanesa Mutual Insurance Company · · Finance & Insurance

$59M in assets, 798 participants

The Wawanesa Mutual Insurance Company's The Wawanesa Salary Deferral Plan reported $59M in total assets and 798 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #7,666 in Finance & Insurance (9,261 peers)

Where The Wawanesa Salary Deferral Plan sits by assets

The Wawanesa Salary Deferral Plan sits in the top quartile of all filed plans by assets, $59M for 798 participants (~$74,286/participant), down 18.0% in 2022.

$59M
total plan assets (2022 EOY)
798
covered participants
89th
percentile by assets (of 139,126 plans)
$74,286
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The Wawanesa Salary Deferral Plan sits by total assets

The Wawanesa Salary Deferral Plan vs every filed plan by assets

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

$59,280,399 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State

The Wawanesa Salary Deferral Plan vs the 2022 asset distribution

By assets, The Wawanesa Salary Deferral Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$59M
Net Income-$13M
Employer EIN952907897
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wawanesa Mutual Insurance Company)

$60M$80M$100M$120M$140M 202220232024 $129M $83.2M ▼ -35.6%
Total plan assets by year, all The Wawanesa Mutual Insurance Company plans on file
Year Plans Participants Total Assets
2022 2 1,345 $129M
2023 1 792 $71M
2024 1 731 $83M

Nearby 401(k) Plans in

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

The Wawanesa Salary Deferral Plan vs. nearby 401(k) plans in , assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Wawanesa Salary …, Total assets ($B): 0.059280399 · Participants: 798The Wawanesa Salary …The Magna Group of C…, Total assets ($B): 2.103160697 · Participants: 22890The Magna Group of C…Transcanada 401(k) a…, Total assets ($B): 0.831893942 · Participants: 2989Transcanada 401(k) a…Four Seasons Hotels …, Total assets ($B): 0.746656349 · Participants: 13795Four Seasons Hotels …Transocean U.S. Savi…, Total assets ($B): 0.626279886 · Participants: 1993Transocean U.S. Savi…Domtar US Salaried 4…, Total assets ($B): 0.534916882 · Participants: 1532Domtar US Salaried 4…
The Wawanesa Salary Deferral Plan vs. nearby 401(k) plans in , assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Wawanesa Salary Deferral Plan by total assets, not by location.

Frequently Asked Questions

How did The Wawanesa Salary Deferral Plan assets move in 2022?
The Wawanesa Salary Deferral Plan declined sharply - down 18.0% during 2022, from $72M to $59M. Reported net income was -$13M.
How have The Wawanesa Mutual Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), The Wawanesa Mutual Insurance Company's sponsor-wide assets declined 35.6%, from $129M to $83M.
Where does The Wawanesa Salary Deferral Plan rank by assets among Form 5500 filers?
The Wawanesa Salary Deferral Plan ranks in the 89th 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 The Wawanesa Salary Deferral Plan?
Among 401(k) plans in other states, the closest by assets is Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan in NY ($59M, 3,176 participants).

Next read for The Wawanesa Salary Deferral Plan

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Ways to act on The Wawanesa Salary Deferral Plan's numbers.