401(k) · DOL Form 5500 · 2022

The Wawanesa Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
798
Participants Near avg headcount
89th
Percentile by assets National rank
$74,286
Avg per participant Below avg balance/head
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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.

  • #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.

#7,666
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

The Wawanesa Salary Deferral Plan's outsized position 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 $2,050,000,000 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

The Wawanesa Salary Deferral 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. The Wawanesa Salary Deferral Plan sits mid-pack in the medium band (798 participants).

Published 5500 schedule card

Filing strip 952907897 · The Wawanesa Mutual Insurance Company PY 2022 · 401(k)

The Wawanesa Salary Deferral Plan · $59M · 798 · 89th

  • 5500 $59M
  • 5500 798
  • 5500 89th
  • 5500 401(k)
  • 5500 near Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan
  • 5500 ind #7666

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 →

The Wawanesa Salary Deferral Plan in the asset neighbourhood

Heplerbroom, LLC 401(k) Profit Sharing PlanHeplerbroom, LLC 401(k) Prof…$59MDiamond Vogel, Inc. 401(k) PlanDiamond Vogel, Inc. 401(k) P…$59MThe Wawanesa Salary Deferral PlanThe Wawanesa Salary Deferral…$59MIvyrehab Physical Therapy PLLC 401(k) Profit Sharing PlanIvyrehab Physical Therapy PL…$59M401(k) Retirement and Savings Plan for Southwest Water Company401(k) Retirement and Saving…$59M
End-of-year total assets ($M) among The Wawanesa Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All The Wawanesa Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$83M 35.64706879578297% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $129M $83.2M ▼ -35.6%
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 ($B) Participants The Wawanesa Salary Deferral Plan, Total assets ($B): 0.059280399 · Participants: 798The Wawanesa Salary Deferral PlanThe Magna Group of Companies Retirement Savings Plans, Total assets ($B): 2.103160697 · Participants: 22890The Magna Group of Companies Retirement Savings PlansTranscanada 401(k) and Savings Plan, Total assets ($B): 0.831893942 · Participants: 2989Transcanada 401(k) and Savings PlanFour Seasons Hotels Retirement Benefit Plan, Total assets ($B): 0.746656349 · Participants: 13795Four Seasons Hotels Retirement Benefit PlanTransocean U.S. Savings Plan, Total assets ($B): 0.626279886 · Participants: 1993Transocean U.S. Savings PlanDomtar US Salaried 401(k) Plan, Total assets ($B): 0.534916882 · Participants: 1532Domtar US Salaried 401(k) Plan
The Wawanesa Salary Deferral Plan vs. nearby 401(k) plans in , assets vs. participants
Compare The Wawanesa Salary Deferral Plan side-by-side with 3 peers →

The Wawanesa Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside this state, the nearest 401(k) by assets is Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan in NY ($59M); by covered participants it is Mimedx Group, Inc. 401(k) Plan in GA (798 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (798 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 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).
Which 401(k) plans cover a similar participant headcount to The Wawanesa Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mimedx Group, Inc. 401(k) Plan in GA (798 participants, $62M 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 952907897.

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.