401(k) · DOL Form 5500 · 2023

Jewelers Mutual Insurance Company, Si 401(k) Plan

Data updated 2026-08-11

$84M
Total assets: 446
Participants: 90th
Percentile by assets: $187,317
Avg per participant

Official DOL plan name: Jewelers Mutual Insurance Company Savings Plus · Sponsored by Jewelers Mutual Insurance Company, Si · Wisconsin · Finance & Insurance

$84M in assets, 446 participants

Jewelers Mutual Insurance Company, Si's Jewelers Mutual Insurance Company Savings Plus reported $84M in total assets and 446 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 127,072 plans)
#7,512 in Finance & Insurance (8,869 peers)

Where Jewelers Mutual Insurance Company Savings Plus sits by assets

Jewelers Mutual Insurance Company Savings Plus sits in the top 10% of all filed plans by assets, $84M for 446 participants (~$187,317/participant), up 23.4% in 2023.

$84M
total plan assets (2023 EOY): 446
covered participants: 90th
percentile by assets (of 127,072 plans): $187,317
avg assets per participant

Where Jewelers Mutual Insurance Company Savings Plus sits by total assets

Jewelers Mutual Insurance Company Savings Plus vs every filed plan by assets

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

$83,543,544 Top 10% higher than 90% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Jewelers Mutual Insurance Company Savings Plus reported net income rose from -$11M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Jewelers Mutual Insurance Company Savings Plus end-of-year assets rose from $68M in the plan year 2022 filing to $84M in the plan year 2023 filing.
Jewelers Mutual Insurance Company Savings Plus reported participants rose from 379 in the plan year 2022 filing to 446 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Finance & Insurance

Jewelers Mutual Insurance Company Savings Plus vs the 2023 asset distribution

By assets, Jewelers Mutual Insurance Company Savings Plus outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$68M
Net Assets (End of Year)	$84M
Net Income	$16M
Employer EIN	390493890
Plan Effective Date	1956-10-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Jewelers Mutual Insurance Company, Si)

Total plan assets by year, all Jewelers Mutual Insurance Company, Si plans on file

Year	Plans	Participants	Total Assets
2022	1	379	$68M
2023	1	446	$84M
2024	1	474	$97M

Nearby 401(k) Plans in Wisconsin

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

Jewelers Mutual Insurance Company Savings Plus vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Jewelers Mutual Insurance Company Saving… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Jewelers Mutual Insurance Company Savings Plus by total assets, not by location.

Richline Group, Inc. 401(k) Profit Sharing Plan (NY) $84M · 971
Sterling Infrastructure 401(k) Plan (TX) $84M · 2,815
Diamond Hill Investment Group 401(k) Plan and Trust (OH) $84M · 150
Ivyrehab Physical Therapy PLLC 401(k) Profit Sharing Plan (NY) $84M · 4,222

Frequently Asked Questions

How did Jewelers Mutual Insurance Company Savings Plus assets move in 2023? ▼

Jewelers Mutual Insurance Company Savings Plus grew sharply - up 23.4% during 2023, from $68M to $84M. Reported net income was $16M.

How have Jewelers Mutual Insurance Company, Si plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jewelers Mutual Insurance Company, Si's sponsor-wide assets grew 42.9%, from $68M to $97M.

Where does Jewelers Mutual Insurance Company Savings Plus rank by assets among Form 5500 filers? ▼

Jewelers Mutual Insurance Company Savings Plus ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Jewelers Mutual Insurance Company Savings Plus? ▼

Among 401(k) plans in other states, the closest by assets is Richline Group, Inc. 401(k) Profit Sharing Plan in NY ($84M, 971 participants).

Next read for Jewelers Mutual Insurance Company Saving…

Scale reading

Ways to act on Jewelers Mutual Insurance Company Savings Plus's numbers.

By total assets, Jewelers Mutual Insurance Company Savings Plus ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Jewelers Mutual Insurance Company, Si's sponsor-wide assets have grown 42.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 390493890.