401(k) · DOL Form 5500 · 2022
West Bend Mutual Insurance Co. 401(k) Plan
Data updated 2026-08-11
- $353M
- Total assets
- 1,441
- Participants
- 97th
- Percentile by assets
- $245,290
- Avg per participant
Official DOL plan name: West Bend Mutual Insurance Company Employee Savings Plan · Sponsored by West Bend Mutual Insurance Co. · Wisconsin · Finance & Insurance
$353M in assets, 1,441 participants
West Bend Mutual Insurance Co.'s West Bend Mutual Insurance Company Employee Savings Plan reported $353M in total assets and 1,441 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #8,800 in Finance & Insurance (9,261 peers)
Coverage in Wisconsin
West Bend Mutual Insurance Company Employee Savings Plan covers 1,441 participants in Wisconsin, 2.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $353M.
- $353M
- total plan assets (2022 EOY)
- 1,441
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $245,290
- avg assets per participant
The plan reported a net loss of $70M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. West Bend Mutual Insurance Company Employee Savings Plan reports 1,441 participants - 2.6x that state average ($353M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $424M |
|---|---|
| Net Assets (End of Year) | $353M |
| Net Income | -$70M |
| Employer EIN | 390698170 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Bend Mutual Insurance Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,441 | $353M |
| 2023 | 1 | 1,554 | $412M |
| 2024 | 1 | 1,628 | $463M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
West Bend Mutual Insurance Company Employee 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 West Bend Mutual Insurance Company Employee Savings Plan by total assets, not by location.
- Bayhealth Medical Center, Inc. Retirement and Savings Plan (DE) $353M · 3,962
- Domino's Pizza 401(k) Savings Plan (MI) $354M · 12,499
- The F.W. Webb Company Savings & Profit Sharing Plan (MA) $354M · 2,966
- Varsity Brands, LLC 401(k) Profit Sharing Plan (TX) $354M · 6,129
Frequently Asked Questions
How did West Bend Mutual Insurance Company Employee Savings Plan assets move in 2022? ▼
How have West Bend Mutual Insurance Co. plan assets changed over time? ▼
Where does West Bend Mutual Insurance Company Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to West Bend Mutual Insurance Company Employee Savings Plan? ▼
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Filing takeaways
Ways to act on West Bend Mutual Insurance Company Employee Savings Plan's numbers.
- By total assets, West Bend Mutual Insurance Company Employee Savings Plan ranks in the top 5% 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
- West Bend Mutual Insurance Co.'s sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Finance & Insurance plans