401(k) · DOL Form 5500 · 2023

Western Reserve Mutual Casualty Company 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
259
Participants Below avg headcount
86th
Percentile by assets National rank
$206,373
Avg per participant Above avg balance/head
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Official DOL plan name: Western Reserve Group 401(k) Profit Sharing Plan · Sponsored by Western Reserve Mutual Casualty Company · Ohio · Finance & Insurance

$53M in assets, 259 participants

Western Reserve Mutual Casualty Company's Western Reserve Group 401(k) Profit Sharing Plan reported $53M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,984 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Western Reserve Group 401(k) Profit Sharing Plan covers 259 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $53M.

#6,984
in Finance & Insurance (8,869 peers)
+17.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Western Reserve Group 401(k) Profit Sharing Plan's outsized position by total assets

Western Reserve Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$53,450,720 Top 14% higher than 86% 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

Western Reserve Group 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. Western Reserve Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Reserve Group 401(k) Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Western Reserve Group 401(k) Profit Sharing Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Western Reserve Group 401(k) Profit Sharing Plan reported participants fell from 282 in the plan year 2022 filing to 259 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340613930 · Western Reserve Mutual Casualty Company PY 2023 · 401(k)

Western Reserve Group 401(k) Profit Sharing Plan · $53M · 259 · 86th

  • VS-ST $53M
  • VS-ST 259
  • VS-ST 86th
  • VS-ST 401(k)
  • VS-ST near Rogers Foam Corporation 401(k)/Profit Sharing Plan
  • VS-ST ind #6984

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 Ohio →

Western Reserve Group 401(k) Profit Sharing Plan in the asset neighbourhood

Dechra Veterinary Products 401(k) PlanDechra Veterinary Products 4…$53MHudson Group, Inc. 401(k) PlanHudson Group, Inc. 401(k) Pl…$53MWestern Reserve Group 401(k) Profit Sharing PlanWestern Reserve Group 401(k)…$53MRogers Foam Corporation 401(k)/Profit Sharing PlanRogers Foam Corporation 401(…$53MGranger Construction Company 401(k) Profit Sharing Plan & TrustGranger Construction Company…$53M
End-of-year total assets ($M) among Western Reserve Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN340613930
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Reserve Mutual Casualty Company)

Sponsor-wide plan assets over time

All Western Reserve Mutual Casualty Company plans reported in each filing year

Latest sponsor-wide plan assets
$62M 36.62155092188905% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.4M $62M ▲ +36.6%
Year Plans Participants Total Assets
2022 2 286 $45M
2023 2 263 $53M
2024 2 289 $62M

Nearby 401(k) Plans in Ohio

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

Western Reserve Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Western Reserve Group 401(k) Profit Sharing Plan, Total assets ($B): 0.05345072 · Participants: 259Western Reserve Group 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Western Reserve Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Western Reserve Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Western Reserve Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Rogers Foam Corporation 401(k)/Profit Sharing Plan in MA ($53M); by covered participants it is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Western Reserve Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Western Reserve Group 401(k) Profit Sharing Plan grew sharply - up 17.8% during 2023, from $45M to $53M. Reported net income was $8M.
How have Western Reserve Mutual Casualty Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Reserve Mutual Casualty Company's sponsor-wide assets grew 36.6%, from $45M to $62M.
Where does Western Reserve Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Western Reserve Group 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Western Reserve Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rogers Foam Corporation 401(k)/Profit Sharing Plan in MA ($53M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Western Reserve Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants, N/A 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 340613930.

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.