401(k) · DOL Form 5500 · 2022

Spectrum Insurance Group, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
132
Participants Small participant base
61st
Percentile by assets National rank
$62,491
Avg per participant Low balance/head
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Official DOL plan name: Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan · Sponsored by Spectrum Insurance Group, LLC · Wisconsin · Finance & Insurance

$8M in assets, 132 participants

Spectrum Insurance Group, LLC's Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan reported $8M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,096 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan covers 132 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#4,096
in Finance & Insurance (9,261 peers)
-8.9%
assets change YoY

The plan reported a net loss of $804K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,248,796 Top 39% higher than 61% 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

Spectrum Insurance Group, LLC 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. Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (132 participants).

Form 5500 schedule snapshot

Filing strip 208656116 · Spectrum Insurance Group, LLC PY 2022 · 401(k)

Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan · $8M · 132 · 61st

  • ASSETS $8M
  • PCT 132
  • EIN 61st
  • RANK 401(k)
  • PHOTO near Ag Resource Management, LLC Retirement Savings Plan
  • IND ind #4096

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 →

Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Spectrum Insurance Group, LLC 401(k) Profit Sharing PlanSpectrum Insurance Group, LL…$8MAg Resource Management, LLC Retirement Savings PlanAg Resource Management, LLC …$8MWonderland Tire, Inc. Profit Sharing 401(k) PlanWonderland Tire, Inc. Profit…$8MBuffalo Pharmacies, Inc. 401(k) Retirement PlanBuffalo Pharmacies, Inc. 401…$8MLawrence Anaesthesia, PA 401(k) Profit Sharing Plan and TrustLawrence Anaesthesia, PA 401…$8M
End-of-year total assets ($M) among Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$804K
Employer EIN208656116
Plan Effective Date2007-05-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Spectrum Insurance Group, LLC)

Sponsor-wide plan assets over time

All Spectrum Insurance Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 83.88089607259047% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.25M $15.2M ▲ +83.9%
Year Plans Participants Total Assets
2022 1 132 $8M
2023 1 147 $12M
2024 1 165 $15M

Nearby 401(k) Plans in Wisconsin

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

Spectrum Insurance Group, LLC 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 ($B) Participants Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.008248796 · Participants: 132Spectrum Insurance Group, LLC 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
Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Spectrum Insurance Group, LLC 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 Ag Resource Management, LLC Retirement Savings Plan in TX ($8M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 8.9% during 2022, from $9M to $8M. Reported net income was -$804K.
How have Spectrum Insurance Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectrum Insurance Group, LLC's sponsor-wide assets grew 83.9%, from $8M to $15M.
Which 401(k) plans are similar in size to Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ag Resource Management, LLC Retirement Savings Plan in TX ($8M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M 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 208656116.

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.