401(k) · DOL Form 5500 · 2023

West Bend Mutual Insurance Co. 401(k) Plan

Data updated 2026-08-11

$412M
Total assets: 1,554
Participants: 97th
Percentile by assets: $265,026
Avg per participant

Official DOL plan name: West Bend Mutual Insurance Company Employee Savings Plan · Sponsored by West Bend Mutual Insurance Co. · Wisconsin · Finance & Insurance

$412M in assets, 1,554 participants

West Bend Mutual Insurance Co.'s West Bend Mutual Insurance Company Employee Savings Plan reported $412M in total assets and 1,554 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#8,415 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

West Bend Mutual Insurance Company Employee Savings Plan covers 1,554 participants in Wisconsin, 2.8x the typical Wisconsin plan (state average ~563 per filing). Assets: $412M.

$412M
total plan assets (2023 EOY): 1,554
covered participants: 97th
percentile by assets (of 127,072 plans): $265,026
avg assets per participant

Where West Bend Mutual Insurance Company Employee Savings Plan sits by total assets

West Bend Mutual Insurance Company Employee Savings Plan vs every filed plan by assets

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

$411,849,747 Top 3% higher than 97% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

West Bend Mutual Insurance Company Employee Savings Plan reported net income rose from -$70M in the plan year 2022 filing to $58M in the plan year 2023 filing.
West Bend Mutual Insurance Company Employee Savings Plan end-of-year assets rose from $353M in the plan year 2022 filing to $412M in the plan year 2023 filing.
West Bend Mutual Insurance Company Employee Savings Plan reported participants rose from 1,441 in the plan year 2022 filing to 1,554 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Finance & Insurance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. West Bend Mutual Insurance Company Employee Savings Plan reports 1,554 participants - 2.8x that state average ($412M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$353M
Net Assets (End of Year)	$412M
Net Income	$58M
Employer EIN	390698170
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (West Bend Mutual Insurance Co.)

Total plan assets by year, all West Bend Mutual Insurance Co. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,441	$353M
2023	1	1,554	$412M
2024	1	1,628	$463M

Nearby 401(k) Plans in Wisconsin

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

West Bend Mutual Insurance Company Employee Savings 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 West Bend Mutual Insurance Company Emplo… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to West Bend Mutual Insurance Company Employee Savings Plan by total assets, not by location.

Schweitzer Engineering Laboratories, Inc. 401(k) Plan (WA) $412M · 4,124
Medica 401(k) Matched Savings Plan (MN) $412M · 2,697
Fanuc America Corporation Savings Plan (MI) $412M · 1,384
Hp Hood LLC Retirement Savings Plan (MA) $411M · 3,158

Frequently Asked Questions

How did West Bend Mutual Insurance Company Employee Savings Plan assets move in 2023? ▼

West Bend Mutual Insurance Company Employee Savings Plan grew sharply - up 16.5% during 2023, from $353M to $412M. Reported net income was $58M.

How have West Bend Mutual Insurance Co. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), West Bend Mutual Insurance Co.'s sponsor-wide assets grew 31.0%, from $353M to $463M.

Where does West Bend Mutual Insurance Company Employee Savings Plan rank by assets among Form 5500 filers? ▼

West Bend Mutual Insurance Company Employee Savings Plan ranks in the 97th 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 West Bend Mutual Insurance Company Employee Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Schweitzer Engineering Laboratories, Inc. 401(k) Plan in WA ($412M, 4,124 participants).

Next read for West Bend Mutual Insurance Company Emplo…

Filing takeaways

Ways to act on West Bend Mutual Insurance Company Employee Savings Plan's numbers.

By total assets, West Bend Mutual Insurance Company Employee Savings 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
West Bend Mutual Insurance Co.'s sponsor-wide assets have grown 31.0% 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 390698170.