401(k) · DOL Form 5500 · 2023

Spectrum Insurance Group, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
147
Participants Small participant base
62nd
Percentile by assets National rank
$80,914
Avg per participant Below avg balance/head
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Official DOL plan name: Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan · Sponsored by Spectrum Insurance Group, LLC · Wisconsin · Finance & Insurance

$12M in assets, 147 participants

Spectrum Insurance Group, LLC's Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan reported $12M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,182 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan covers 147 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#4,182
in Finance & Insurance (8,869 peers)
+44.2%
assets growth YoY

Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,894,296 Top 38% higher than 62% 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

Spectrum Insurance Group, LLC 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. Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan reported net income rose from -$804K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan reported participants rose from 132 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208656116 · Spectrum Insurance Group, LLC PY 2023 · 401(k)

Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan · $12M · 147 · 62nd

  • NET $12M
  • NET 147
  • NET 62nd
  • NET 401(k)
  • NET near Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust
  • NET ind #4182

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 →

Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Spectrum Insurance Group, LLC 401(k) Profit Sharing PlanSpectrum Insurance Group, LL…$12MBlue Mistral, LLC 401(k) Profit Sharing Plan & TrustBlue Mistral, LLC 401(k) Pro…$12MIai North America, Inc. 401(k) PlanIai North America, Inc. 401(…$12MGabriella White, LLC 401(k) PlanGabriella White, LLC 401(k) …$12MSarstedt Inc. Retirement Plan$12M
End-of-year total assets ($M) among Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN208656116
Plan Effective Date2007-05-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Spectrum Insurance Group, LLC)

Sponsor-wide plan assets over time

All Spectrum Insurance Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 83.88089607259047% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.25M $15.2M ▲ +83.9%
Year Plans Participants Total Assets
2022 1 132 $8M
2023 1 147 $12M
2024 1 165 $15M

Nearby 401(k) Plans in Wisconsin

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

Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.011894296 · Participants: 147Spectrum Insurance Group, LLC 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
Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Spectrum Insurance Group, LLC 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 Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust in NY ($12M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

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 Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan surged - up 44.2% during 2023, from $8M to $12M. Reported net income was $4M.
How have Spectrum Insurance Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectrum Insurance Group, LLC's sponsor-wide assets grew 83.9%, from $8M to $15M.
Which 401(k) plans are similar in size to Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Mistral, LLC 401(k) Profit Sharing Plan & Trust in NY ($12M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 208656116.

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.