401(k) · DOL Form 5500 · 2023

Jewelers Mutual Insurance Company, Si 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
446
Participants Below avg headcount
90th
Percentile by assets National rank
$187,317
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,512
in Finance & Insurance (8,869 peers)
+23.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Jewelers Mutual Insurance Company Savings Plus's outsized position 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

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

Jewelers Mutual Insurance Company Savings Plus among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jewelers Mutual Insurance Company Savings Plus sits mid-pack in the medium band (446 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 390493890 · Jewelers Mutual Insurance Company, Si PY 2023 · 401(k)

Jewelers Mutual Insurance Company Savings Plus · $84M · 446 · 90th

  • RANK $84M
  • RANK 446
  • RANK 90th
  • RANK 401(k)
  • RANK near Richline Group, Inc. 401(k) Profit Sharing Plan
  • RANK ind #7512

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 →

Jewelers Mutual Insurance Company Savings Plus in the asset neighbourhood

Richline Group, Inc. 401(k) Profit Sharing PlanRichline Group, Inc. 401(k) …$84MSterling Infrastructure 401(k) PlanSterling Infrastructure 401(…$84MJewelers Mutual Insurance Company Savings PlusJewelers Mutual Insurance Co…$84MDiamond Hill Investment Group 401(k) Plan and TrustDiamond Hill Investment Grou…$84MIvyrehab Physical Therapy PLLC 401(k) Profit Sharing PlanIvyrehab Physical Therapy PL…$84M
End-of-year total assets ($M) among Jewelers Mutual Insurance Company Savings Plus and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$84M
Net Income$16M
Employer EIN390493890
Plan Effective Date1956-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewelers Mutual Insurance Company, Si)

Sponsor-wide plan assets over time

All Jewelers Mutual Insurance Company, Si plans reported in each filing year

Latest sponsor-wide plan assets
$97M 42.88040819414738% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $67.7M $96.8M ▲ +42.9%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Jewelers Mutual Insurance Company Savings Plus, Total assets ($B): 0.083543544 · Participants: 446Jewelers Mutual Insurance Company Savings PlusAdvocate 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
Jewelers Mutual Insurance Company Savings Plus vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jewelers Mutual Insurance Company Savings Plus side-by-side with 3 peers →

Jewelers Mutual Insurance Company Savings Plus's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Richline Group, Inc. 401(k) Profit Sharing Plan in NY ($84M); by covered participants it is Klick USA Inc. 401(k) Plan in NY (446 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (446 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 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).
Which 401(k) plans cover a similar participant headcount to Jewelers Mutual Insurance Company Savings Plus? ▼
Among 401(k) plans in other states, the closest by covered participants is Klick USA Inc. 401(k) Plan in NY (446 participants, $37M 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 390493890.

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.