Profit Sharing · DOL Form 5500 · 2022
Western Mutual Insurance Company Profit Sharing Plan
Data updated 2026-08-11
- $24M
- Total assets
- 94
- Participants
- 80th
- Percentile by assets
- $256,925
- Avg per participant
Official DOL plan name: Western Mutual Insurance Company Profit Sharing / 401(k) Plan · Sponsored by Western Mutual Insurance Company · California · Finance & Insurance
$24M in assets, 94 participants
Western Mutual Insurance Company's Western Mutual Insurance Company Profit Sharing / 401(k) Plan reported $24M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 139,126 plans)
- #6,284 in Finance & Insurance (9,261 peers)
Where Western Mutual Insurance Company Profit Sharing / 401(k) Plan sits by assets
Western Mutual Insurance Company Profit Sharing / 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 94 participants (~$256,925/participant), down 14.9% in 2022.
- $24M
- total plan assets (2022 EOY)
- 94
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $256,925
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs the 2022 asset distribution
By assets, Western Mutual Insurance Company Profit Sharing / 401(k) Plan outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$4M |
| Employer EIN | 950634675 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western Mutual Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $24M |
| 2023 | 1 | 98 | $24M |
| 2024 | 1 | 92 | $26M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Western Mutual Insurance Company Profit Sharing / 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Western Mutual Insurance Company Profit Sharing / 401(k) Plan assets move in 2022? ▼
How have Western Mutual Insurance Company plan assets changed over time? ▼
Where does Western Mutual Insurance Company Profit Sharing / 401(k) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Western Mutual Insurance Company Profit Sharing / 401(k) Plan? ▼
Next read for Western Mutual Insurance Company Profit …
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Ways to act on Western Mutual Insurance Company Profit Sharing / 401(k) Plan's numbers.
- By total assets, Western Mutual Insurance Company Profit Sharing / 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Western Mutual Insurance Company's sponsor-wide assets have grown 6.7% since 2022 across 3 plan years on file. More Finance & Insurance plans