Profit Sharing · DOL Form 5500 · 2023

Western Mutual Insurance Company Profit Sharing Plan

Data updated 2026-08-11

$24M
Total assets
98
Participants
76th
Percentile by assets
$247,630
Avg per participant
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Official DOL plan name: Western Mutual Insurance Company Profit Sharing / 401(k) Plan · Sponsored by Western Mutual Insurance Company · California · Finance & Insurance

$24M in assets, 98 participants

Western Mutual Insurance Company's Western Mutual Insurance Company Profit Sharing / 401(k) Plan reported $24M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 127,072 plans)
  • #5,647 in Finance & Insurance (8,869 peers)

Where Western Mutual Insurance Company Profit Sharing / 401(k) Plan sits by assets

Western Mutual Insurance Company Profit Sharing / 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 98 participants (~$247,630/participant), up 0.5% in 2023.

$24M
total plan assets (2023 EOY)
98
covered participants
76th
percentile by assets (of 127,072 plans)
$247,630
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Mutual Insurance Company Profit Sharing / 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • Western Mutual Insurance Company Profit Sharing / 401(k) Plan reported participants rose from 94 in the plan year 2022 filing to 98 in the plan year 2023 filing.
  • Western Mutual Insurance Company Profit Sharing / 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Finance & Insurance

Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs the 2023 asset distribution

By assets, Western Mutual Insurance Company Profit Sharing / 401(k) Plan outranks 76% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income$117K
Employer EIN950634675
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Mutual Insurance Company)

$23.5M$24M$24.5M$25M$25.5M$26M 202220232024 $24.2M $25.8M ▲ +6.7%
Total plan assets by year, all Western Mutual Insurance Company plans on file
Year Plans Participants Total Assets
2022 1 94 $24M
2023 1 98 $24M
2024 1 92 $26M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Western Mutual Insur…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Western Mutual Insurance Company Profit … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Western Mutual Insurance Company Profit Sharing / 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Western Mutual Insurance Company Profit Sharing / 401(k) Plan assets move in 2023? ▼
Western Mutual Insurance Company Profit Sharing / 401(k) Plan held essentially flat - up 0.5% during 2023, from $24M to $24M. Reported net income was $117K.
How have Western Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Mutual Insurance Company's sponsor-wide assets grew 6.7%, from $24M to $26M.
Where does Western Mutual Insurance Company Profit Sharing / 401(k) Plan rank by assets among Form 5500 filers? ▼
Western Mutual Insurance Company Profit Sharing / 401(k) Plan ranks in the 76th 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 Profit Sharing plans are similar in size to Western Mutual Insurance Company Profit Sharing / 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Farrell Calhoun, Inc. Retirement Plan in TN ($24M, 164 participants).

Next read for Western Mutual Insurance Company Profit …

Scale reading

Ways to act on Western Mutual Insurance Company Profit Sharing / 401(k) Plan's numbers.

  • By total assets, Western Mutual Insurance Company Profit Sharing / 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
  • Western Mutual Insurance Company's sponsor-wide assets have grown 6.7% 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 950634675.

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.