401(k) · DOL Form 5500 · 2023

Western National Mutual Insurance Co 401(k) Plan

Data updated 2026-08-11

$118M
Total assets
693
Participants
92nd
Percentile by assets
$170,618
Avg per participant
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Official DOL plan name: Western National Salary Accumulation Program · Sponsored by Western National Mutual Insurance Co · Minnesota · Finance & Insurance

$118M in assets, 693 participants

Western National Mutual Insurance Co's Western National Salary Accumulation Program reported $118M in total assets and 693 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #7,818 in Finance & Insurance (8,869 peers)

Where Western National Salary Accumulation Program sits by assets

Western National Salary Accumulation Program sits in the top 10% of all filed plans by assets, $118M for 693 participants (~$170,618/participant), up 19.2% in 2023.

$118M
total plan assets (2023 EOY)
693
covered participants
92nd
percentile by assets (of 127,072 plans)
$170,618
avg assets per participant

Where Western National Salary Accumulation Program sits by total assets

Western National Salary Accumulation Program vs every filed plan by assets

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

$118,238,149 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western National Salary Accumulation Program reported net income rose from -$20M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Western National Salary Accumulation Program end-of-year assets rose from $99M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • Western National Salary Accumulation Program reported participants fell from 732 in the plan year 2022 filing to 693 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Minnesota
Industry
Finance & Insurance

Western National Salary Accumulation Program vs the 2023 asset distribution

By assets, Western National Salary Accumulation Program outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$118M
Net Income$19M
Employer EIN410430825
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western National Mutual Insurance Co)

$80M$100M$120M$140M 202220232024 $99.2M $134M ▲ +35.4%
Total plan assets by year, all Western National Mutual Insurance Co plans on file
Year Plans Participants Total Assets
2022 1 732 $99M
2023 1 693 $118M
2024 1 763 $134M

Nearby 401(k) Plans in Minnesota

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

Western National Salary Accumulation Program vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Western National Sal…, Total assets ($B): 0.118238149 · Participants: 693Western National Sal…Unitedhealth Group 4…, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 4…Target Corporation 4…, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 4…Medtronic Savings an…, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings an…3M Voluntary Investm…, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investm…U.S. Bank 401(k) Sav…, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Sav…
Western National Salary Accumulation Program vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Western National Salary Accumulation Pro… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Western National Salary Accumulation Program by total assets, not by location.

Frequently Asked Questions

How did Western National Salary Accumulation Program assets move in 2023? ▼
Western National Salary Accumulation Program grew sharply - up 19.2% during 2023, from $99M to $118M. Reported net income was $19M.
How have Western National Mutual Insurance Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western National Mutual Insurance Co's sponsor-wide assets grew 35.3%, from $99M to $134M.
Where does Western National Salary Accumulation Program rank by assets among Form 5500 filers? ▼
Western National Salary Accumulation Program ranks in the 92nd 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 Western National Salary Accumulation Program? ▼
Among 401(k) plans in other states, the closest by assets is Arkema Inc. Retirement Savings (401(k)) Plan for Collectively Bargained Employees in PA ($118M, 386 participants).

Next read for Western National Salary Accumulation Pro…

Scale reading

Ways to act on Western National Salary Accumulation Program's numbers.

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 410430825.

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.