Profit Sharing · DOL Form 5500 · 2023

Western Mutual Insurance Company Profit Sharing Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
98
Participants Small participant base
76th
Percentile by assets National rank
$247,630
Avg per participant Above avg balance/head
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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.

  • #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.

#5,647
in Finance & Insurance (8,869 peers)
+0.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Western Mutual Insurance Company Profit Sharing / 401(k) Plan's outsized position by total assets

Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs every filed plan by assets

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

$24,267,757 Top 24% higher than 76% 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 Mutual Insurance Company Profit Sharing / 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Mutual Insurance Company Profit Sharing / 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

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 →

Published 5500 schedule card

Filing strip 950634675 · Western Mutual Insurance Company PY 2023 · Profit Sharing

Western Mutual Insurance Company Profit Sharing / 401(k) Plan · $24M · 98 · 76th

  • EIN $24M
  • RANK 98
  • PHOTO 76th
  • IND Profit Sharing
  • EOY near Farrell Calhoun, Inc. Retirement Plan
  • 5500 ind #5647

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 California →

Western Mutual Insurance Company Profit Sharing / 401(k) Plan in the asset neighbourhood

Maine Dartmouth Family Medicine Residency 403(b) PlanMaine Dartmouth Family Medic…$24MWestern Mutual Insurance Company Profit Sharing / 401(k) PlanWestern Mutual Insurance Com…$24MFarrell Calhoun, Inc. Retirement PlanFarrell Calhoun, Inc. Retire…$24MColumbia Memorial Hospital Tsa/Thrift Plan and TrustColumbia Memorial Hospital T…$24MZamler, Mellen & Shiffman Profit Sharing PlanZamler, Mellen & Shiffman Pr…$24M
End-of-year total assets ($M) among Western Mutual Insurance Company Profit Sharing / 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Western Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$26M 6.680840551947606% vs 2022
2024 filing year
$23.5M$24M$24.5M$25M$25.5M$26M 202220232024 $24.2M $25.8M ▲ +6.7%
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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Western Mutual Insurance Company Profit Sharing / 401(k) Plan, Total assets ($B): 0.024267757 · Participants: 98Western Mutual Insurance Company Profit Sharing / 401(k) PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
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 Sharing / 401(k) Plan side-by-side with 3 peers →

Western Mutual Insurance Company Profit Sharing / 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Farrell Calhoun, Inc. Retirement Plan in TN ($24M); by covered participants it is Zabar's & Co., Inc. Profit Sharing Plan and Trust in NY (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 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).
Which Profit Sharing plans cover a similar participant headcount to Western Mutual Insurance Company Profit Sharing / 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Zabar's & Co., Inc. Profit Sharing Plan and Trust in NY (98 participants, $8M 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 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.