401(k) · DOL Form 5500 · 2023

Acuity, a Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$545M
Total assets Above avg plan size
1,575
Participants Near avg headcount
98th
Percentile by assets National rank
$345,915
Avg per participant High balance/head
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Official DOL plan name: Acuity, a Mutual Insurance Company 401(k) Plan · Sponsored by Acuity, a Mutual Insurance Company · Wisconsin · Finance & Insurance

$545M in assets, 1,575 participants

Acuity, a Mutual Insurance Company's Acuity, a Mutual Insurance Company 401(k) Plan reported $545M in total assets and 1,575 participants in its 2023 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.

  • #8,496 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Acuity, a Mutual Insurance Company 401(k) Plan covers 1,575 participants in Wisconsin, 2.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $545M.

#8,496
in Finance & Insurance (8,869 peers)
+21.9%
assets growth YoY
5.5×
vs typical plan assets (national mean)

Acuity, a Mutual Insurance Company 401(k) Plan's outsized position by total assets

Acuity, a Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$544,816,431 Top 2% higher than 98% 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

Acuity, a Mutual Insurance Company 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Acuity, a Mutual Insurance Company 401(k) Plan lands in the large band (1,575 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Acuity, a Mutual Insurance Company 401(k) Plan reported net income rose from -$66M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Acuity, a Mutual Insurance Company 401(k) Plan end-of-year assets rose from $447M in the plan year 2022 filing to $545M in the plan year 2023 filing.
  • Acuity, a Mutual Insurance Company 401(k) Plan reported participants rose from 1,519 in the plan year 2022 filing to 1,575 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390491540 · Acuity, a Mutual Insurance Company PY 2023 · 401(k)

Acuity, a Mutual Insurance Company 401(k) Plan · $545M · 1,575 · 98th

  • NET $545M
  • NET 1,575
  • NET 98th
  • NET 401(k)
  • NET near The Quikrete Companies Profit Sharing and Tax
  • NET ind #8496

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 →

Acuity, a Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Weston Solutions, Inc. Retirement Savings and Employee Stock Ownership PlanWeston Solutions, Inc. Retir…$545MNew York Community Bancorp, Inc. Employee Savings PlanNew York Community Bancorp, …$545MThe Quikrete Companies Profit Sharing and TaxThe Quikrete Companies Profi…$545MAcuity, a Mutual Insurance Company 401(k) PlanAcuity, a Mutual Insurance C…$545MAlbert Einstein College of Medicine 403(b) Retirement Income PlanAlbert Einstein College of M…$545M
End-of-year total assets ($M) among Acuity, a Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$447M
Net Assets (End of Year)$545M
Net Income$98M
Employer EIN390491540
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acuity, a Mutual Insurance Company)

Sponsor-wide plan assets over time

All Acuity, a Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$639M 43.04747120311795% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $447M $639M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 1,519 $447M
2023 1 1,575 $545M
2024 1 1,608 $639M

Nearby 401(k) Plans in Wisconsin

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

Acuity, a Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Acuity, a Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.544816431 · Participants: 1575Acuity, a Mutual Insurance Company 401(k) 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
Acuity, a Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Acuity, a Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Acuity, a Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Quikrete Companies Profit Sharing and Tax in GA ($545M); by covered participants it is Samaritan's Purse 401(k) Retirement Plan in NC (1,575 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,575 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 Acuity, a Mutual Insurance Company 401(k) Plan assets move in 2023? ▼
Acuity, a Mutual Insurance Company 401(k) Plan grew sharply - up 21.9% during 2023, from $447M to $545M. Reported net income was $98M.
How have Acuity, a Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acuity, a Mutual Insurance Company's sponsor-wide assets grew 43.0%, from $447M to $639M.
Where does Acuity, a Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Acuity, a Mutual Insurance Company 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Acuity, a Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Quikrete Companies Profit Sharing and Tax in GA ($545M, 12,116 participants).
Which 401(k) plans cover a similar participant headcount to Acuity, a Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Samaritan's Purse 401(k) Retirement Plan in NC (1,575 participants, $154M 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 390491540.

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.