Profit Sharing · DOL Form 5500 · 2022

Western Mutual Insurance Company Profit Sharing Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
94
Participants Small participant base
80th
Percentile by assets National rank
$256,925
Avg per participant Above avg balance/head
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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.

  • #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.

#6,284
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs every filed plan by assets

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

$24,150,988 Top 20% higher than 80% 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

Western Mutual Insurance Company Profit Sharing / 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Mutual Insurance Company Profit Sharing / 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 950634675 · Western Mutual Insurance Company PY 2022 · Profit Sharing

Western Mutual Insurance Company Profit Sharing / 401(k) Plan · $24M · 94 · 80th

  • TYPE $24M
  • TYPE 94
  • TYPE 80th
  • TYPE Profit Sharing
  • TYPE near Janart Equities, Inc. Pension Plan Trust (Psp)
  • TYPE ind #6284

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 California →

Western Mutual Insurance Company Profit Sharing / 401(k) Plan in the asset neighbourhood

Profit-Sharing Plan of Harman Management CorporationProfit-Sharing Plan of Harma…$24MF.H.C. Employees' Retirement and Security PlanF.H.C. Employees' Retirement…$24MMarine Equipment & Supply Company Profit Sharing PlanMarine Equipment & Supply Co…$24MWestern Mutual Insurance Company Profit Sharing / 401(k) PlanWestern Mutual Insurance Com…$24MJanart Equities, Inc. Pension Plan Trust (Psp)Janart Equities, Inc. Pensio…$24M
End-of-year total assets ($M) among Western Mutual Insurance Company Profit Sharing / 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN950634675
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Mutual Insurance Company)

Sponsor-wide plan assets over time

All Western Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$26M 6.680840551947606% vs 2022
2024 filing year
$23.5M$24M$24.5M$25M$25.5M$26M 202220232024 $24.2M $25.8M ▲ +6.7%
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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Western Mutual Insurance Company Profit Sharing / 401(k) Plan, Total assets ($B): 0.024150988 · Participants: 94Western Mutual Insurance Company Profit Sharing / 401(k) PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Western Mutual Insurance Company Profit Sharing / 401(k) Plan side-by-side with 3 peers →

Western Mutual Insurance Company Profit Sharing / 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Janart Equities, Inc. Pension Plan Trust (Psp) in NY ($24M); by covered participants it is University at Buffalo Surgeons, Inc. Retirement Plan in NY (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Western Mutual Insurance Company Profit Sharing / 401(k) Plan assets move in 2022? ▼
Western Mutual Insurance Company Profit Sharing / 401(k) Plan pulled back noticeably - down 14.9% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Western Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Mutual Insurance Company's sponsor-wide assets grew 6.7%, from $24M to $26M.
Where does Western Mutual Insurance Company Profit Sharing / 401(k) Plan rank by assets among Form 5500 filers? ▼
Western Mutual Insurance Company Profit Sharing / 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Western Mutual Insurance Company Profit Sharing / 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Janart Equities, Inc. Pension Plan Trust (Psp) in NY ($24M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Western Mutual Insurance Company Profit Sharing / 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is University at Buffalo Surgeons, Inc. Retirement Plan in NY (94 participants, $24M 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 950634675.

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.