401(k) · DOL Form 5500 · 2023

The Wawanesa Mutual Insurance Co. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
792
Participants Near avg headcount
89th
Percentile by assets National rank
$90,034
Avg per participant Below avg balance/head
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Official DOL plan name: The Wawanesa Salary Deferral Plan · Sponsored by The Wawanesa Mutual Insurance Co. · · Finance & Insurance

$71M in assets, 792 participants

The Wawanesa Mutual Insurance Co.'s The Wawanesa Salary Deferral Plan reported $71M in total assets and 792 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,328 in Finance & Insurance (8,869 peers)

Where The Wawanesa Salary Deferral Plan sits by assets

The Wawanesa Salary Deferral Plan sits in the top quartile of all filed plans by assets, $71M for 792 participants (~$90,034/participant), up 20.3% in 2023.

#7,328
in Finance & Insurance (8,869 peers)
+20.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Wawanesa Salary Deferral Plan's outsized position by total assets

The Wawanesa Salary Deferral Plan vs every filed plan by assets

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

$71,306,554 Top 11% higher than 89% 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

The Wawanesa Salary Deferral 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. The Wawanesa Salary Deferral Plan sits mid-pack in the medium band (792 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wawanesa Salary Deferral Plan reported net income rose from -$13M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Wawanesa Salary Deferral Plan end-of-year assets rose from $59M in the plan year 2022 filing to $71M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952907897 · The Wawanesa Mutual Insurance Co. PY 2023 · 401(k)

The Wawanesa Salary Deferral Plan · $71M · 792 · 89th

  • NET $71M
  • NET 792
  • NET 89th
  • NET 401(k)
  • NET near Open Access Technology International, Inc. 401(k) Plan
  • NET ind #7328

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 →

The Wawanesa Salary Deferral Plan in the asset neighbourhood

Tierpoint 401(k) Plan$71MThe Wawanesa Salary Deferral PlanThe Wawanesa Salary Deferral…$71MOpen Access Technology International, Inc. 401(k) PlanOpen Access Technology Inter…$71MHeyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) PlanHeyl, Royster, Voelker & All…$71MHuitt-Zollars, Inc. Employee Retirement Plan & TrustHuitt-Zollars, Inc. Employee…$71M
End-of-year total assets ($M) among The Wawanesa Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$71M
Net Income$12M
Employer EIN952907897
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wawanesa Mutual Insurance Co.)

Sponsor-wide plan assets over time

All The Wawanesa Mutual Insurance Co. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 35.64706879578297% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $129M $83.2M ▼ -35.6%
Year Plans Participants Total Assets
2022 2 1,345 $129M
2023 1 792 $71M
2024 1 731 $83M

Nearby 401(k) Plans in

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

The Wawanesa Salary Deferral Plan vs. nearby 401(k) plans in , assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Wawanesa Salary Deferral Plan, Total assets ($B): 0.071306554 · Participants: 792The Wawanesa Salary Deferral PlanThe Magna Group of Companies Retirement Savings Plans, Total assets ($B): 2.371823799 · Participants: 24720The Magna Group of Companies Retirement Savings PlansTranscanada 401(k) and Savings Plan, Total assets ($B): 0.996497127 · Participants: 3116Transcanada 401(k) and Savings PlanFour Seasons Hotels Retirement Benefit Plan, Total assets ($B): 0.86338677 · Participants: 15652Four Seasons Hotels Retirement Benefit PlanTransocean U.S. Savings Plan, Total assets ($B): 0.74669178 · Participants: 2090Transocean U.S. Savings PlanDomtar US Salaried 401(k) Plan, Total assets ($B): 0.619534867 · Participants: 1608Domtar US Salaried 401(k) Plan
The Wawanesa Salary Deferral Plan vs. nearby 401(k) plans in , assets vs. participants
Compare The Wawanesa Salary Deferral Plan side-by-side with 3 peers →

The Wawanesa Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside this state, the nearest 401(k) by assets is Open Access Technology International, Inc. 401(k) Plan in MN ($71M); by covered participants it is Virco Mfg. Corporation 401(k) Plan in CA (792 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (792 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 The Wawanesa Salary Deferral Plan assets move in 2023? ▼
The Wawanesa Salary Deferral Plan grew sharply - up 20.3% during 2023, from $59M to $71M. Reported net income was $12M.
How have The Wawanesa Mutual Insurance Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wawanesa Mutual Insurance Co.'s sponsor-wide assets declined 35.6%, from $129M to $83M.
Where does The Wawanesa Salary Deferral Plan rank by assets among Form 5500 filers? ▼
The Wawanesa Salary Deferral Plan ranks in the 89th 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 401(k) plans are similar in size to The Wawanesa Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by assets is Open Access Technology International, Inc. 401(k) Plan in MN ($71M, 285 participants).
Which 401(k) plans cover a similar participant headcount to The Wawanesa Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Virco Mfg. Corporation 401(k) Plan in CA (792 participants, $60M 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 952907897.

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.