401(k) · DOL Form 5500 · 2023

M3 Insurance Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
388
Participants Below avg headcount
91st
Percentile by assets National rank
$252,704
Avg per participant Above avg balance/head
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Official DOL plan name: M3 Retirement Savings Plan · Sponsored by M3 Insurance Solutions, Inc. · Wisconsin · Finance & Insurance

$98M in assets, 388 participants

M3 Insurance Solutions, Inc.'s M3 Retirement Savings Plan reported $98M in total assets and 388 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,659 in Finance & Insurance (8,869 peers)

Where M3 Retirement Savings Plan sits by assets

M3 Retirement Savings Plan sits in the top 10% of all filed plans by assets, $98M for 388 participants (~$252,704/participant), up 15.4% in 2023.

#7,659
in Finance & Insurance (8,869 peers)
+15.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

M3 Retirement Savings Plan's outsized position by total assets

M3 Retirement Savings Plan vs every filed plan by assets

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

$98,049,202 Top 9% higher than 91% 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

M3 Retirement Savings 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. M3 Retirement Savings Plan sits mid-pack in the medium band (388 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M3 Retirement Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • M3 Retirement Savings Plan reported participants rose from 321 in the plan year 2022 filing to 388 in the plan year 2023 filing.
  • M3 Retirement Savings Plan end-of-year assets rose from $85M in the plan year 2022 filing to $98M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391141360 · M3 Insurance Solutions, Inc. PY 2023 · 401(k)

M3 Retirement Savings Plan · $98M · 388 · 91st

  • IND $98M
  • EOY 388
  • 5500 91st
  • ASSETS 401(k)
  • PCT near Kelso & Company Savings Plan
  • EIN ind #7659

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 →

M3 Retirement Savings Plan in the asset neighbourhood

Aldridge Group, LLC 401(k) Retirement PlanAldridge Group, LLC 401(k) R…$98MM3 Retirement Savings Plan$98MKelso & Company Savings Plan$98MH.C. Starck Solutions (U.S.) Savings and Retirement PlanH.C. Starck Solutions (U.S.)…$98MDrury Employee Savings Plan$98M
End-of-year total assets ($M) among M3 Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$98M
Net Income$13M
Employer EIN391141360
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M3 Insurance Solutions, Inc.)

Sponsor-wide plan assets over time

All M3 Insurance Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 37.28507807138006% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85M $117M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 321 $85M
2023 1 388 $98M
2024 1 381 $117M

Nearby 401(k) Plans in Wisconsin

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

M3 Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants M3 Retirement Savings Plan, Total assets ($B): 0.098049202 · Participants: 388M3 Retirement 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
M3 Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare M3 Retirement Savings Plan side-by-side with 3 peers →

M3 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Kelso & Company Savings Plan in NY ($98M); by covered participants it is Venerable 401(k) Savings Plan in PA (388 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (388 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 M3 Retirement Savings Plan assets move in 2023? ▼
M3 Retirement Savings Plan grew sharply - up 15.4% during 2023, from $85M to $98M. Reported net income was $13M.
How have M3 Insurance Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M3 Insurance Solutions, Inc.'s sponsor-wide assets grew 37.3%, from $85M to $117M.
Where does M3 Retirement Savings Plan rank by assets among Form 5500 filers? ▼
M3 Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to M3 Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelso & Company Savings Plan in NY ($98M, 70 participants).
Which 401(k) plans cover a similar participant headcount to M3 Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venerable 401(k) Savings Plan in PA (388 participants, $65M 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 391141360.

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.