401(k) · DOL Form 5500 · 2023
Church Mutual Insurance Company, S.I. 401(k) Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 1,204
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $141,695
- Avg per participant Near avg balance/head
Official DOL plan name: Church Mutual Salary Savings Plan and Trust (401(k) Plan) · Sponsored by Church Mutual Insurance Company, S.I. · Wisconsin · Finance & Insurance
$171M in assets, 1,204 participants
Church Mutual Insurance Company, S.I.'s Church Mutual Salary Savings Plan and Trust (401(k) Plan) reported $171M in total assets and 1,204 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,041 in Finance & Insurance (8,869 peers)
Coverage in Wisconsin
Church Mutual Salary Savings Plan and Trust (401(k) Plan) covers 1,204 participants in Wisconsin, 2.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $171M.
- #8,041
- in Finance & Insurance (8,869 peers)
- +15.2%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Church Mutual Salary Savings Plan and Trust (401(k) Plan)'s outsized position by total assets
Church Mutual Salary Savings Plan and Trust (401(k) Plan) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,600,878 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Church Mutual Salary Savings Plan and Trust (401(k) Plan)'s large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Church Mutual Salary Savings Plan and Trust (401(k) Plan) lands in the large band (1,204 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Church Mutual Salary Savings Plan and Trust (401(k) Plan) reported net income rose from -$29M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Church Mutual Salary Savings Plan and Trust (401(k) Plan) end-of-year assets rose from $148M in the plan year 2022 filing to $171M in the plan year 2023 filing.
- Church Mutual Salary Savings Plan and Trust (401(k) Plan) reported participants rose from 1,188 in the plan year 2022 filing to 1,204 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390712210 · Church Mutual Insurance Company, S.I. PY 2023 · 401(k)
Church Mutual Salary Savings Plan and Trust (401(k) Plan) · $171M · 1,204 · 94th
- 5500 $171M
- 5500 1,204
- 5500 94th
- 5500 401(k)
- 5500 near Graves-Gilbert Clinic Revised Profit Sharing Plan
- 5500 ind #8041
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 →
Church Mutual Salary Savings Plan and Trust (401(k) Plan) in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $22M |
| Employer EIN | 390712210 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Church Mutual Insurance Company, S.I.)
Sponsor-wide plan assets over time
All Church Mutual Insurance Company, S.I. plans reported in each filing year
- Latest sponsor-wide plan assets
- $259M 5.091905219179504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,302 | $246M |
| 2023 | 2 | 2,307 | $289M |
| 2024 | 2 | 2,224 | $259M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Church Mutual Salary Savings Plan and Trust (401(k) Plan)'s out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Graves-Gilbert Clinic Revised Profit Sharing Plan in KY ($171M); by covered participants it is The Larson Group 401(k) Plan in MO (1,204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
- Graves-Gilbert Clinic Revised Profit Sharing Plan (KY) $171M · 918
- Hitachi High-Tech America, Inc. Shared Savings Plan (IL) $171M · 742
- Veridian Credit Union 401(k) Plan and Trust (IA) $171M · 949
- Phillips Lytle LLP Retirement Plan (NY) $171M · 259
Similar participant headcount
Nearest other-state filings by covered participants (1,204 participants); asset peers above are excluded.
- The Larson Group 401(k) Plan (MO) 1,204 · 0 off
- The Gorman-Rupp Company 401(k) Plan (OH) 1,204 · 0 off
- Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan (CO) 1,204 · 0 off
- Soave Enterprises L.L.C. Savings and Profit Sharing Plan and Trust (MI) 1,204 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.