401(k) · DOL Form 5500 · 2022

West Bend Mutual Insurance Co. 401(k) Plan

Data updated 2026-08-25

$353M
Total assets Above avg plan size
1,441
Participants Near avg headcount
97th
Percentile by assets National rank
$245,290
Avg per participant Above avg balance/head
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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.

  • #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.

#8,800
in Finance & Insurance (9,261 peers)
-16.6%
assets change YoY
3.5×
vs typical plan assets (national mean)

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.

West Bend Mutual Insurance Company Employee Savings Plan's outsized position by total assets

West Bend Mutual Insurance Company Employee Savings Plan vs every filed plan by assets

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

$353,463,524 Top 3% higher than 97% 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

West Bend Mutual Insurance Company Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Bend Mutual Insurance Company Employee Savings Plan lands in the large band (1,441 participants).

Form 5500 schedule snapshot

Filing strip 390698170 · West Bend Mutual Insurance Co. PY 2022 · 401(k)

West Bend Mutual Insurance Company Employee Savings Plan · $353M · 1,441 · 97th

  • TYPE $353M
  • NET 1,441
  • BOOK 97th
  • VS-ST 401(k)
  • BOY near Bayhealth Medical Center, Inc. Retirement and Savings Plan
  • SCH ind #8800

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 →

West Bend Mutual Insurance Company Employee Savings Plan in the asset neighbourhood

Varsity Brands, LLC 401(k) Profit Sharing PlanVarsity Brands, LLC 401(k) P…$354MThe F.W. Webb Company Savings & Profit Sharing PlanThe F.W. Webb Company Saving…$354MDomino's Pizza 401(k) Savings PlanDomino's Pizza 401(k) Saving…$354MWest Bend Mutual Insurance Company Employee Savings PlanWest Bend Mutual Insurance C…$353MBayhealth Medical Center, Inc. Retirement and Savings PlanBayhealth Medical Center, In…$353M
End-of-year total assets ($M) among West Bend Mutual Insurance Company Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$424M
Net Assets (End of Year)$353M
Net Income-$70M
Employer EIN390698170
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Bend Mutual Insurance Co.)

Sponsor-wide plan assets over time

All West Bend Mutual Insurance Co. plans reported in each filing year

Latest sponsor-wide plan assets
$463M 30.987984491435107% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $353M $463M ▲ +31.0%
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 Scatter plot of 6 data points. 010000200003000040000 0246 Total assets ($B) Participants West Bend Mutual Insurance Company Employee Savings Plan, Total assets ($B): 0.353463524 · Participants: 1441West Bend Mutual Insurance Company Employee Savings 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
West Bend Mutual Insurance Company Employee Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare West Bend Mutual Insurance Company Employee Savings Plan side-by-side with 3 peers →

West Bend Mutual Insurance Company Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bayhealth Medical Center, Inc. Retirement and Savings Plan in DE ($353M); by covered participants it is Powell Industries, Inc. Employees Incentive Savings Plan in TX (1,441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,441 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 West Bend Mutual Insurance Company Employee Savings Plan assets move in 2022? ▼
West Bend Mutual Insurance Company Employee Savings Plan declined sharply - down 16.6% during 2022, from $424M to $353M. Reported net income was -$70M.
How have West Bend Mutual Insurance Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Bend Mutual Insurance Co.'s sponsor-wide assets grew 31.0%, from $353M to $463M.
Where does West Bend Mutual Insurance Company Employee Savings Plan rank by assets among Form 5500 filers? ▼
West Bend Mutual Insurance Company Employee Savings Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to West Bend Mutual Insurance Company Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bayhealth Medical Center, Inc. Retirement and Savings Plan in DE ($353M, 3,962 participants).
Which 401(k) plans cover a similar participant headcount to West Bend Mutual Insurance Company Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powell Industries, Inc. Employees Incentive Savings Plan in TX (1,441 participants, $200M 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 390698170.

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.