AMERICAN FAMILY 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I.
This Profit Sharing plan holds $2.0B in total assets and serves 13,277 participants as of 2023. It is sponsored by AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. in Wisconsin. The plan reported positive net income of $285M for the year.
What the Filing Says About AMERICAN FAMILY 401(K) PLAN
AMERICAN FAMILY 401(K) PLAN is a Profit Sharing retirement plan sponsored by AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I., headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $2.0B in total end-of-year assets and covers 13,277 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 390273710, and the plan has been effective since 1973-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $1.7B at the beginning of 2023 to $2.0B at year-end — a gain of 16.5%. Net assets (after liabilities) closed the year at $2.0B, with reported net income of $285M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $1.7B |
| Total Assets (End of Year) | $2.0B |
| Net Assets (End of Year) | $2.0B |
| Net Income | $285M |
| Plan Type | Profit Sharing |
| Employer EIN | 390273710 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 25,094 | $2.9B |
| 2023 | 2 | 24,796 | $3.3B |
| 2024 | 2 | 23,752 | $3.5B |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN $2.3B · 6,591
- CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN $2.1B · 9,906
- FROEDTERT HEALTH, INC. 403(B) PLAN $1.9B · 15,352
- UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN $1.3B · 1,636
- CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN $898M · 5,798
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the AMERICAN FAMILY 401(K) PLAN? ▼
What type of plan is AMERICAN FAMILY 401(K) PLAN? ▼
Who sponsors the AMERICAN FAMILY 401(K) PLAN? ▼
How did AMERICAN FAMILY 401(K) PLAN perform in 2023? ▼
Where can I find official filings for AMERICAN FAMILY 401(K) PLAN? ▼
How does AMERICAN FAMILY 401(K) PLAN compare to other plans? ▼
Explore PlainRetire
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 390273710.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.