401(k) · DOL Form 5500 · 2023
Church Mutual Insurance Company, S.I. 401(k) Plan
Data updated 2026-08-11
- $171M
- Total assets
- 1,204
- Participants
- 94th
- Percentile by assets
- $141,695
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $171M
- total plan assets (2023 EOY)
- 1,204
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $141,695
- avg assets per participant
Where Church Mutual Salary Savings Plan and Trust (401(k) Plan) sits 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
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Church Mutual Salary Savings Plan and Trust (401(k) Plan) reports 1,204 participants - 2.1x that state average ($171M EOY assets).
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.)
| 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.
Church Mutual Salary Savings Plan and Trust (401(k) Plan) vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Church Mutual Salary Savings Plan and Trust (401(k) Plan) by total assets, not by location.
- 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
Frequently Asked Questions
How did Church Mutual Salary Savings Plan and Trust (401(k) Plan) assets move in 2023? ▼
How have Church Mutual Insurance Company, S.I. plan assets changed over time? ▼
Where does Church Mutual Salary Savings Plan and Trust (401(k) Plan) rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Church Mutual Salary Savings Plan and Trust (401(k) Plan)? ▼
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Filing takeaways
Ways to act on Church Mutual Salary Savings Plan and Trust (401(k) Plan)'s numbers.
- By total assets, Church Mutual Salary Savings Plan and Trust (401(k) Plan) ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Church Mutual Insurance Company, S.I.'s sponsor-wide assets have grown 5.1% since 2022 across 3 plan years on file. More Finance & Insurance plans