401(k) · DOL Form 5500 · 2023

Acuity, a Mutual Insurance Company 401(k) Plan

Data updated 2026-08-11

$545M
Total assets: 1,575
Participants: 98th
Percentile by assets: $345,915
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$545M
total plan assets (2023 EOY): 1,575
covered participants: 98th
percentile by assets (of 127,072 plans): $345,915
avg assets per participant

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 2023→2024 release diff →

State

Wisconsin

Industry

Finance & Insurance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Acuity, a Mutual Insurance Company 401(k) Plan reports 1,575 participants - 2.8x that state average ($545M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$447M
Net Assets (End of Year)	$545M
Net Income	$98M
Employer EIN	390491540
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Acuity, a Mutual Insurance Company)

Total plan assets by year, all Acuity, a Mutual Insurance Company plans on file

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

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 Acuity, a Mutual Insurance Company 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Acuity, a Mutual Insurance Company 401(k) Plan by total assets, not by location.

The Quikrete Companies Profit Sharing and Tax (GA) $545M · 12,116
Albert Einstein College of Medicine 403(b) Retirement Income Plan (NY) $545M · 1,888
New York Community Bancorp, Inc. Employee Savings Plan (NY) $545M · 2,613
Weston Solutions, Inc. Retirement Savings and Employee Stock Ownership Plan (PA) $545M · 1,112

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).

Next read for Acuity, a Mutual Insurance Company 401(k…

Filing takeaways

Ways to act on Acuity, a Mutual Insurance Company 401(k) Plan's numbers.

By total assets, Acuity, a Mutual Insurance Company 401(k) Plan ranks in the top 5% 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
Acuity, a Mutual Insurance Company's sponsor-wide assets have grown 43.0% 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 390491540.