401(k) · DOL Form 5500 · 2023

Ismie Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
201
Participants Below avg headcount
92nd
Percentile by assets National rank
$556,365
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ismie Mutual Insurance Company 401(k) Plan · Sponsored by Ismie Mutual Insurance Company · Illinois · Finance & Insurance

$112M in assets, 201 participants

Ismie Mutual Insurance Company's Ismie Mutual Insurance Company 401(k) Plan reported $112M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,782 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Ismie Mutual Insurance Company 401(k) Plan covers 201 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $112M.

#7,782
in Finance & Insurance (8,869 peers)
+11.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Ismie Mutual Insurance Company 401(k) Plan's outsized position by total assets

Ismie Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$111,829,367 Top 8% higher than 92% 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

Ismie Mutual Insurance Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ismie Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ismie Mutual Insurance Company 401(k) Plan reported net income rose from -$21M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Ismie Mutual Insurance Company 401(k) Plan end-of-year assets rose from $100M in the plan year 2022 filing to $112M in the plan year 2023 filing.
  • Ismie Mutual Insurance Company 401(k) Plan reported participants fell from 212 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362883612 · Ismie Mutual Insurance Company PY 2023 · 401(k)

Ismie Mutual Insurance Company 401(k) Plan · $112M · 201 · 92nd

  • EBSA $112M
  • PART 201
  • TYPE 92nd
  • NET 401(k)
  • BOOK near Bronco Wine Company 401(k) Profit Sharing Plan
  • VS-ST ind #7782

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 Illinois →

Ismie Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Roehm America 401(k) Savings PlanRoehm America 401(k) Savings…$112MIsmie Mutual Insurance Company 401(k) PlanIsmie Mutual Insurance Compa…$112MBronco Wine Company 401(k) Profit Sharing PlanBronco Wine Company 401(k) P…$112MDlh 401(k) Plan$112MLogicalis, Inc. 401(k) Profit Sharing PlanLogicalis, Inc. 401(k) Profi…$112M
End-of-year total assets ($M) among Ismie Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$112M
Net Income$12M
Employer EIN362883612
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ismie Mutual Insurance Company)

Sponsor-wide plan assets over time

All Ismie Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$111M 10.305844973714695% vs 2022
2024 filing year
$95M$100M$105M$110M$115M 202220232024 $100M $111M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 212 $100M
2023 1 201 $112M
2024 1 194 $111M

Nearby 401(k) Plans in Illinois

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

Ismie Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ismie Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.111829367 · Participants: 201Ismie Mutual Insurance Company 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Ismie Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ismie Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Ismie Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bronco Wine Company 401(k) Profit Sharing Plan in CA ($112M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Ismie Mutual Insurance Company 401(k) Plan assets move in 2023? ▼
Ismie Mutual Insurance Company 401(k) Plan grew at a solid clip - up 11.6% during 2023, from $100M to $112M. Reported net income was $12M.
How have Ismie Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ismie Mutual Insurance Company's sponsor-wide assets grew 10.3%, from $100M to $111M.
Where does Ismie Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Ismie Mutual Insurance Company 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ismie Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bronco Wine Company 401(k) Profit Sharing Plan in CA ($112M, 566 participants).
Which 401(k) plans cover a similar participant headcount to Ismie Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 participants, N/A 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 362883612.

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.