401(k) · DOL Form 5500 · 2023

Germantown Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
50
Participants Small participant base
65th
Percentile by assets National rank
$271,295
Avg per participant High balance/head
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Official DOL plan name: Germantown Mutual Insurance Company 401(k) Retirement Plan · Sponsored by Germantown Mutual Insurance Company · Wisconsin · Finance & Insurance

$14M in assets, 50 participants

Germantown Mutual Insurance Company's Germantown Mutual Insurance Company 401(k) Retirement Plan reported $14M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,457 in Finance & Insurance (8,869 peers)

Germantown Mutual Insurance Company multi-year trail

Germantown Mutual Insurance Company's plans moved +26.3% in assets from 2022 to 2024; this filing shows Germantown Mutual Insurance Company 401(k) Retirement Plan at $14M / 50 participants.

#4,457
in Finance & Insurance (8,869 peers)
+17.2%
assets growth YoY

Germantown Mutual Insurance Company 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Germantown Mutual Insurance Company 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,564,765 Top 35% higher than 65% of 127,068 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 2023

Germantown Mutual Insurance Company 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Germantown Mutual Insurance Company 401(k) Retirement Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Germantown Mutual Insurance Company 401(k) Retirement Plan reported net income rose from -$726K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Germantown Mutual Insurance Company 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Germantown Mutual Insurance Company 401(k) Retirement Plan reported participants rose from 49 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390303590 · Germantown Mutual Insurance Company PY 2023 · 401(k)

Germantown Mutual Insurance Company 401(k) Retirement Plan · $14M · 50 · 65th

  • NET $14M
  • BOOK 50
  • VS-ST 65th
  • BOY 401(k)
  • SCH near Jagenberg US Holding, Inc. 401(k) Retirement Plan
  • EBSA ind #4457

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 →

Germantown Mutual Insurance Company 401(k) Retirement Plan in the asset neighbourhood

Jagenberg US Holding, Inc. 401(k) Retirement PlanJagenberg US Holding, Inc. 4…$14MCurrey & Company, Inc. 401(k) Savings PlanCurrey & Company, Inc. 401(k…$14MHusky Corporation 401(k) Plan$14MGermantown Mutual Insurance Company 401(k) Retirement PlanGermantown Mutual Insurance …$14MUtah First Federal Credit Union 401(k) Profit Sharing PlanUtah First Federal Credit Un…$14M
End-of-year total assets ($M) among Germantown Mutual Insurance Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Germantown Mutual Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Germantown Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$15M 26.272738063418384% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.6M $14.6M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 49 $12M
2023 1 50 $14M
2024 1 52 $15M

Germantown Mutual Insurance Company filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN390303590
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Germantown Mutual Insurance Company 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Germantown Mutual Insurance Company 401(k) Retirement Plan, Total assets ($B): 0.013564765 · Participants: 50Germantown Mutual Insurance Company 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Germantown Mutual Insurance Company 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Germantown Mutual Insurance Company 401(k) Retirement Plan side-by-side with 3 peers →

Germantown Mutual Insurance Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Jagenberg US Holding, Inc. 401(k) Retirement Plan in SC ($14M); by covered participants it is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Germantown Mutual Insurance Company 401(k) Retirement Plan assets move in 2023? ▼
Germantown Mutual Insurance Company 401(k) Retirement Plan grew sharply - up 17.2% during 2023, from $12M to $14M. Reported net income was $2M.
How have Germantown Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Germantown Mutual Insurance Company's sponsor-wide assets grew 26.3%, from $12M to $15M.
Which 401(k) plans are similar in size to Germantown Mutual Insurance Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jagenberg US Holding, Inc. 401(k) Retirement Plan in SC ($14M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Germantown Mutual Insurance Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osb Community Bank Employee Savings & Profit Sharing Plan in IL (50 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390303590.

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.