401(k) · DOL Form 5500 · 2023

The Western and Southern Life Insurance Company 401(k) Plan

Data updated 2026-08-11

$500M
Total assets: 3,012
Participants: 97th
Percentile by assets: $166,090
Avg per participant

Official DOL plan name: Western & Southern Financial Group Employee Retirement 401(k) Savings Plan · Sponsored by The Western and Southern Life Insurance Company · Ohio · Finance & Insurance

$500M in assets, 3,012 participants

The Western and Southern Life Insurance Company's Western & Southern Financial Group Employee Retirement 401(k) Savings Plan reported $500M in total assets and 3,012 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.

97th percentile by assets (of 127,072 plans)
#8,466 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Western & Southern Financial Group Employee Retirement 401(k) Savings Plan covers 3,012 participants in Ohio, 3.9x the typical Ohio plan (state average ~765 per filing). Assets: $500M.

$500M
total plan assets (2023 EOY): 3,012
covered participants: 97th
percentile by assets (of 127,072 plans): $166,090
avg assets per participant

Western & Southern Financial Group Employee Retirement 401(k) Savings Plan reported net income rose from -$86M in the plan year 2022 filing to $83M in the plan year 2023 filing.
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan end-of-year assets rose from $418M in the plan year 2022 filing to $500M in the plan year 2023 filing.
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan reported participants fell from 3,144 in the plan year 2022 filing to 3,012 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Finance & Insurance

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Western & Southern Financial Group Employee Retirement 401(k) Savings Plan reports 3,012 participants - 3.9x that state average ($500M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$418M
Net Assets (End of Year)	$500M
Net Income	$83M
Employer EIN	310487145
Plan Effective Date	1989-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Western and Southern Life Insurance Company)

Total plan assets by year, all The Western and Southern Life Insurance Company plans on file

Year	Plans	Participants	Total Assets
2022	2	5,943	$1.5B
2023	2	5,590	$1.6B
2024	2	5,817	$1.8B

Nearby 401(k) Plans in Ohio

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

Western & Southern Financial Group Employee Retirement 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Western & Southern Financial Group Emplo… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Western & Southern Financial Group Employee Retirement 401(k) Savings Plan by total assets, not by location.

Panda Retirement Plan (CA) $500M · 44,486
Johnson and Johnson Retirement Savings Plan (NJ) $500M · 4,990
Skanska Retirement Plan Plus (NY) $501M · 1,039
Hcc Insurance Holdings, Inc. 401(k) Plan (TX) $501M · 2,584

Frequently Asked Questions

How did Western & Southern Financial Group Employee Retirement 401(k) Savings Plan assets move in 2023? ▼

Western & Southern Financial Group Employee Retirement 401(k) Savings Plan grew sharply - up 19.8% during 2023, from $418M to $500M. Reported net income was $83M.

How have The Western and Southern Life Insurance Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Western and Southern Life Insurance Company's sponsor-wide assets grew 20.2%, from $1.5B to $1.8B.

Where does Western & Southern Financial Group Employee Retirement 401(k) Savings Plan rank by assets among Form 5500 filers? ▼

Western & Southern Financial Group Employee Retirement 401(k) 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 Western & Southern Financial Group Employee Retirement 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Panda Retirement Plan in CA ($500M, 44,486 participants).

Next read for Western & Southern Financial Group Emplo…

Filing takeaways

Ways to act on Western & Southern Financial Group Employee Retirement 401(k) Savings Plan's numbers.

By total assets, Western & Southern Financial Group Employee Retirement 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
The Western and Southern Life Insurance Company's sponsor-wide assets have grown 20.2% 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 310487145.