401(k) · DOL Form 5500 · 2023

West Bend Mutual Insurance Co. 401(k) Plan

Data updated 2026-08-25

$412M
Total assets Above avg plan size
1,554
Participants Near avg headcount
97th
Percentile by assets National rank
$265,026
Avg per participant High balance/head
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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.

  • #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.

#8,415
in Finance & Insurance (8,869 peers)
+16.5%
assets growth YoY
4.1×
vs typical plan assets (national mean)

West Bend Mutual Insurance Company Employee Savings Plan's outsized position 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

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

West Bend Mutual Insurance Company Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Bend Mutual Insurance Company Employee Savings Plan lands in the large band (1,554 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 390698170 · West Bend Mutual Insurance Co. PY 2023 · 401(k)

West Bend Mutual Insurance Company Employee Savings Plan · $412M · 1,554 · 97th

  • TYPE $412M
  • NET 1,554
  • BOOK 97th
  • VS-ST 401(k)
  • BOY near Schweitzer Engineering Laboratories, Inc. 401(k) Plan
  • SCH ind #8415

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 →

West Bend Mutual Insurance Company Employee Savings Plan in the asset neighbourhood

Schweitzer Engineering Laboratories, Inc. 401(k) PlanSchweitzer Engineering Labor…$412MMedica 401(k) Matched Savings PlanMedica 401(k) Matched Saving…$412MWest Bend Mutual Insurance Company Employee Savings PlanWest Bend Mutual Insurance C…$412MFanuc America Corporation Savings PlanFanuc America Corporation Sa…$412MHp Hood LLC Retirement Savings PlanHp Hood LLC Retirement Savin…$411M
End-of-year total assets ($M) among West Bend Mutual Insurance Company Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$353M
Net Assets (End of Year)$412M
Net Income$58M
Employer EIN390698170
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Bend Mutual Insurance Co.)

Sponsor-wide plan assets over time

All West Bend Mutual Insurance Co. plans reported in each filing year

Latest sponsor-wide plan assets
$463M 30.987984491435107% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $353M $463M ▲ +31.0%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants West Bend Mutual Insurance Company Employee Savings Plan, Total assets ($B): 0.411849747 · Participants: 1554West Bend Mutual Insurance Company Employee Savings 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
West Bend Mutual Insurance Company Employee Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare West Bend Mutual Insurance Company Employee Savings Plan side-by-side with 3 peers →

West Bend Mutual Insurance Company Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Schweitzer Engineering Laboratories, Inc. 401(k) Plan in WA ($412M); by covered participants it is Bentley Systems, Incorporated Profit Sharing/401(k) Plan in PA (1,554 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($412M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,554 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 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).
Which 401(k) plans cover a similar participant headcount to West Bend Mutual Insurance Company Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bentley Systems, Incorporated Profit Sharing/401(k) Plan in PA (1,554 participants, $628M 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 390698170.

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.