401(k) · DOL Form 5500 · 2023

Society Insurance, a Mutual Company 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
353
Participants Below avg headcount
91st
Percentile by assets National rank
$285,346
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Society Insurance 401(k) Profit Sharing Plan · Sponsored by Society Insurance, a Mutual Company · Wisconsin · Finance & Insurance

$101M in assets, 353 participants

Society Insurance, a Mutual Company's Society Insurance 401(k) Profit Sharing Plan reported $101M in total assets and 353 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,687 in Finance & Insurance (8,869 peers)

Where Society Insurance 401(k) Profit Sharing Plan sits by assets

Society Insurance 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $101M for 353 participants (~$285,346/participant), up 15.0% in 2023.

#7,687
in Finance & Insurance (8,869 peers)
+15.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Society Insurance 401(k) Profit Sharing Plan's outsized position by total assets

Society Insurance 401(k) Profit Sharing Plan vs every filed plan by assets

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

$100,727,013 Top 9% higher than 91% 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

Society Insurance 401(k) Profit Sharing Plan 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. Society Insurance 401(k) Profit Sharing Plan sits mid-pack in the medium band (353 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Society Insurance 401(k) Profit Sharing Plan reported net income rose from -$22M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Society Insurance 401(k) Profit Sharing Plan end-of-year assets rose from $88M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Society Insurance 401(k) Profit Sharing Plan reported participants rose from 331 in the plan year 2022 filing to 353 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390711880 · Society Insurance, a Mutual Company PY 2023 · 401(k)

Society Insurance 401(k) Profit Sharing Plan · $101M · 353 · 91st

  • BOOK $101M
  • BOOK 353
  • BOOK 91st
  • BOOK 401(k)
  • BOOK near Zinpro Corporation 401(k) Profit Sharing Plan
  • BOOK ind #7687

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 →

Society Insurance 401(k) Profit Sharing Plan in the asset neighbourhood

Brevard Physician Associates 401(k) Profit Sharing PlanBrevard Physician Associates…$101MSociety Insurance 401(k) Profit Sharing PlanSociety Insurance 401(k) Pro…$101MZinpro Corporation 401(k) Profit Sharing PlanZinpro Corporation 401(k) Pr…$101MSpartech LLC 401(k) Savings & Investment PlanSpartech LLC 401(k) Savings …$101MElliott Electric Supply 401(k) PlanElliott Electric Supply 401(…$101M
End-of-year total assets ($M) among Society Insurance 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$101M
Net Income$13M
Employer EIN390711880
Plan Effective Date1973-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Society Insurance, a Mutual Company)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$107M 22.23275735331046% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $87.6M $107M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 331 $88M
2023 1 353 $101M
2024 1 380 $107M

Nearby 401(k) Plans in Wisconsin

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

Society Insurance 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Society Insurance 401(k) Profit Sharing Plan, Total assets ($B): 0.100727013 · Participants: 353Society Insurance 401(k) Profit Sharing 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
Society Insurance 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Society Insurance 401(k) Profit Sharing Plan side-by-side with 3 peers →

Society Insurance 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Zinpro Corporation 401(k) Profit Sharing Plan in MN ($101M); by covered participants it is Elementia USA LLC Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Society Insurance 401(k) Profit Sharing Plan assets move in 2023? ▼
Society Insurance 401(k) Profit Sharing Plan grew at a solid clip - up 15.0% during 2023, from $88M to $101M. Reported net income was $13M.
How have Society Insurance, a Mutual Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Society Insurance, a Mutual Company's sponsor-wide assets grew 22.2%, from $88M to $107M.
Where does Society Insurance 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Society Insurance 401(k) Profit Sharing Plan ranks in the 91st 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 Society Insurance 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zinpro Corporation 401(k) Profit Sharing Plan in MN ($101M, 379 participants).
Which 401(k) plans cover a similar participant headcount to Society Insurance 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elementia USA LLC Retirement Plan in TX (353 participants, $10M 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 390711880.

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.