401(k) · DOL Form 5500 · 2022
The Western and Southern Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $418M
- Total assets Above avg plan size
- 3,144
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $132,824
- Avg per participant Near avg balance/head
Official DOL plan name: Western & Southern Financial Group Employee Retirement 401(k) Savings Plan · Sponsored by The Western and Southern Life Insurance Company · Ohio · Finance & Insurance
$418M in assets, 3,144 participants
The Western and Southern Life Insurance Company's Western & Southern Financial Group Employee Retirement 401(k) Savings Plan reported $418M in total assets and 3,144 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #8,851 in Finance & Insurance (9,261 peers)
Coverage in Ohio
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan covers 3,144 participants in Ohio, 4.1x the typical Ohio plan (state average ~765 per filing). Assets: $418M.
- #8,851
- in Finance & Insurance (9,261 peers)
- -17.1%
- assets change YoY
- 4.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $86M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan's outsized position by total assets
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$417,599,257 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Western & Southern Financial Group Employee Retirement 401(k) 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. Western & Southern Financial Group Employee Retirement 401(k) Savings Plan lands in the large band (3,144 participants).
EBSA filing schedule strip
Filing strip 310487145 · The Western and Southern Life Insurance Company PY 2022 · 401(k)
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan · $418M · 3,144 · 98th
- PART $418M
- TYPE 3,144
- NET 98th
- BOOK 401(k)
- VS-ST near H.B. Fuller Company 401(k) & Retirement Plan
- BOY ind #8851
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 Ohio →
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $504M |
|---|---|
| Net Assets (End of Year) | $418M |
| Net Income | -$86M |
| Employer EIN | 310487145 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Western and Southern Life Insurance Company)
Sponsor-wide plan assets over time
All The Western and Southern Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 20.239092913754043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,943 | $1.5B |
| 2023 | 2 | 5,590 | $1.6B |
| 2024 | 2 | 5,817 | $1.8B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is H.B. Fuller Company 401(k) & Retirement Plan in MN ($418M); by covered participants it is North American Dental Management, LLC 401(k) Plan in PA (3,144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($418M here).
- H.B. Fuller Company 401(k) & Retirement Plan (MN) $418M · 2,527
- Ssab Enterprises, LLC Retirement Savings and Profit Sharing Plan (AL) $418M · 1,415
- Kohlberg Kravis Roberts and Co. 401(k) Profit Sharing Plan (NY) $417M · 1,194
- Technicolor USA, Inc. 401(k) Plan (CA) $418M · 1,489
Similar participant headcount
Nearest other-state filings by covered participants (3,144 participants); asset peers above are excluded.
- North American Dental Management, LLC 401(k) Plan (PA) 3,144 · 0 off
- Winn Management Group 401(k) Savings Plan (MA) 3,144 · 0 off
- Carpenter Technology 401(k) Retirement Plan (PA) 3,143 · 1 off
- Retirement Savings Plan for Employees of Continental - Automotive Systems (SC) 3,143 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.