401(k) · DOL Form 5500 · 2022

Society Insurance, a Mutual Company 401(k) Plan

Data updated 2026-08-11

$88M
Total assets
331
Participants
92nd
Percentile by assets
$264,681
Avg per participant
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Official DOL plan name: Society Insurance 401(k) Profit Sharing Plan · Sponsored by Society Insurance, a Mutual Company · Wisconsin · Finance & Insurance

$88M in assets, 331 participants

Society Insurance, a Mutual Company's Society Insurance 401(k) Profit Sharing Plan reported $88M in total assets and 331 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)
  • #8,072 in Finance & Insurance (9,261 peers)

Where Society Insurance 401(k) Profit Sharing Plan sits by assets

Society Insurance 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $88M for 331 participants (~$264,681/participant), down 20.1% in 2022.

$88M
total plan assets (2022 EOY)
331
covered participants
92nd
percentile by assets (of 139,126 plans)
$264,681
avg assets per participant

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Society Insurance 401(k) Profit Sharing Plan sits by total assets

Society Insurance 401(k) Profit Sharing Plan vs every filed plan by assets

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

$87,609,520 Top 8% higher than 92% 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
Wisconsin
Industry
Finance & Insurance

Society Insurance 401(k) Profit Sharing Plan vs the 2022 asset distribution

By assets, Society Insurance 401(k) Profit Sharing 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)$110M
Net Assets (End of Year)$88M
Net Income-$22M
Employer EIN390711880
Plan Effective Date1973-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Society Insurance, a Mutual Company)

$80M$90M$100M$110M 202220232024 $87.6M $107M ▲ +22.2%
Total plan assets by year, all Society Insurance, a Mutual Company plans on file
Year Plans Participants Total Assets
2022 1 331 $88M
2023 1 353 $101M
2024 1 380 $107M

Nearby 401(k) Plans in Wisconsin

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

Society Insurance 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Society Insurance 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Society Insurance 40…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …Nm Employee Savings …
Society Insurance 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Society Insurance 401(k) Profit Sharing … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Society Insurance 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Society Insurance 401(k) Profit Sharing Plan assets move in 2022? ▼
Society Insurance 401(k) Profit Sharing Plan declined sharply - down 20.1% during 2022, from $110M to $88M. Reported net income was -$22M.
How have Society Insurance, a Mutual Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Society Insurance, a Mutual Company's sponsor-wide assets grew 22.2%, from $88M to $107M.
Where does Society Insurance 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Society Insurance 401(k) Profit Sharing 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 Society Insurance 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Rovisys Company 401(k) Retirement Plan in OH ($88M, 699 participants).

Next read for Society Insurance 401(k) Profit Sharing …

Scale reading

Ways to act on Society Insurance 401(k) Profit Sharing Plan's numbers.

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 390711880.

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.