401(k) · DOL Form 5500 · 2022
The Western and Southern Life Insurance Company 401(k) Plan
Data updated 2026-08-11
- $418M
- Total assets
- 3,144
- Participants
- 98th
- Percentile by assets
- $132,824
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $418M
- total plan assets (2022 EOY)
- 3,144
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $132,824
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Western & Southern Financial Group Employee Retirement 401(k) Savings Plan reports 3,144 participants - 4.1x that state average ($418M EOY assets).
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)
| 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.
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Western & Southern Financial Group Employee Retirement 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Western & Southern Financial Group Employee Retirement 401(k) Savings Plan assets move in 2022? ▼
How have The Western and Southern Life Insurance Company plan assets changed over time? ▼
Where does Western & Southern Financial Group Employee Retirement 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Western & Southern Financial Group Employee Retirement 401(k) Savings Plan? ▼
Next read for Western & Southern Financial Group Emplo…
Filing takeaways
Ways to act on Western & Southern Financial Group Employee Retirement 401(k) Savings Plan's numbers.
- By total assets, Western & Southern Financial Group Employee Retirement 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- The Western and Southern Life Insurance Company's sponsor-wide assets have grown 20.2% since 2022 across 3 plan years on file. More Finance & Insurance plans