401(k) · DOL Form 5500 · 2022

Society Insurance, a Mutual Company 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
331
Participants Below avg headcount
92nd
Percentile by assets National rank
$264,681
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,072
in Finance & Insurance (9,261 peers)
-20.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Society Insurance 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Society Insurance 401(k) Profit Sharing 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. Society Insurance 401(k) Profit Sharing Plan sits mid-pack in the medium band (331 participants).

Form 5500 schedule snapshot

Filing strip 390711880 · Society Insurance, a Mutual Company PY 2022 · 401(k)

Society Insurance 401(k) Profit Sharing Plan · $88M · 331 · 92nd

  • BOY $88M
  • BOY 331
  • BOY 92nd
  • BOY 401(k)
  • BOY near The Rovisys Company 401(k) Retirement Plan
  • BOY ind #8072

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 →

Society Insurance 401(k) Profit Sharing Plan in the asset neighbourhood

Gmg Employees Savings Plan$88MLionbridge Technologies 401(k) PlanLionbridge Technologies 401(…$88MSociety Insurance 401(k) Profit Sharing PlanSociety Insurance 401(k) Pro…$88MThe Rovisys Company 401(k) Retirement PlanThe Rovisys Company 401(k) R…$88MPatrick Industries, Inc. 401(k) Employee Savings PlanPatrick Industries, Inc. 401…$88M
End-of-year total assets ($M) among Society Insurance 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Society Insurance, a Mutual Company plans reported in each filing year

Latest sponsor-wide plan assets
$107M 22.23275735331046% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $87.6M $107M ▲ +22.2%
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 Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Society Insurance 401(k) Profit Sharing Plan, Total assets ($B): 0.08760952 · Participants: 331Society Insurance 401(k) Profit Sharing 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
Society Insurance 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Society Insurance 401(k) Profit Sharing Plan side-by-side with 3 peers →

Society Insurance 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Rovisys Company 401(k) Retirement Plan in OH ($88M); by covered participants it is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (331 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (331 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 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).
Which 401(k) plans cover a similar participant headcount to Society Insurance 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (331 participants, $17M 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 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.