Defined Benefit (Pension) · DOL Form 5500 · 2023

Wawanesa General Insurance Company Pension Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
492
Participants Below avg headcount
90th
Percentile by assets National rank
$174,060
Avg per participant Above avg balance/head
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Official DOL plan name: Wawanesa General Insurance Company Pension Plan · Sponsored by Wawanesa General Insurance Company · California · Finance & Insurance

$86M in assets, 492 participants

Wawanesa General Insurance Company's Wawanesa General Insurance Company Pension Plan reported $86M in total assets and 492 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,540 in Finance & Insurance (8,869 peers)

Where Wawanesa General Insurance Company Pension Plan sits by assets

Wawanesa General Insurance Company Pension Plan sits in the top 10% of all filed plans by assets, $86M for 492 participants (~$174,060/participant), up 22.4% in 2023.

#7,540
in Finance & Insurance (8,869 peers)
+22.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Wawanesa General Insurance Company Pension Plan's outsized position by total assets

Wawanesa General Insurance Company Pension Plan vs every filed plan by assets

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

$85,637,666 Top 10% higher than 90% 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

Wawanesa General Insurance Company Pension 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. Wawanesa General Insurance Company Pension Plan sits mid-pack in the medium band (492 participants).

Plan-year Form 5500 strip

Filing strip 330632999 · Wawanesa General Insurance Company PY 2023 · Defined Benefit (Pension)

Wawanesa General Insurance Company Pension Plan · $86M · 492 · 90th

  • EBSA $86M
  • EBSA 492
  • EBSA 90th
  • EBSA Defined Benefit (Pension)
  • EBSA near Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program
  • EBSA ind #7540

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 California →

Wawanesa General Insurance Company Pension Plan in the asset neighbourhood

Wawanesa General Insurance Company Pension PlanWawanesa General Insurance C…$86MGuadalupe Valley Telephone Cooperative, Inc. Retirement and Security ProgramGuadalupe Valley Telephone C…$86MTexas Gas Retirement Plan$86MMiami Ironworkers Local #272 Pension Trust FundMiami Ironworkers Local #272…$86MIlwu (Hawaii) Employers General Pension PlanIlwu (Hawaii) Employers Gene…$86M
End-of-year total assets ($M) among Wawanesa General Insurance Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$86M
Net Income$16M
Employer EIN330632999
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wawanesa General Insurance Company)

Sponsor-wide plan assets over time

All Wawanesa General Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$94M 10.049534745610652% vs 2023
2024 filing year
$80M$85M$90M$95M$100M 20232024 $85.6M $94.2M ▲ +10.0%
Year Plans Participants Total Assets
2023 1 492 $86M
2024 1 445 $94M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wawanesa General Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Wawanesa General Insurance Company Pension Plan, Total assets ($B): 0.085637666 · Participants: 492Wawanesa General Insurance Company Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Wawanesa General Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Wawanesa General Insurance Company Pension Plan side-by-side with 3 peers →

Wawanesa General Insurance Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program in TX ($86M); by covered participants it is Community First Credit Union Defined Benefit Plan and Trust in WI (492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (492 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 Wawanesa General Insurance Company Pension Plan assets move in 2023? ▼
Wawanesa General Insurance Company Pension Plan grew sharply - up 22.4% during 2023, from $70M to $86M. Reported net income was $16M.
How have Wawanesa General Insurance Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Wawanesa General Insurance Company's sponsor-wide assets grew 10.0%, from $86M to $94M.
Where does Wawanesa General Insurance Company Pension Plan rank by assets among Form 5500 filers? ▼
Wawanesa General Insurance Company Pension Plan ranks in the 90th 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 Defined Benefit (Pension) plans are similar in size to Wawanesa General Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program in TX ($86M, 69 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wawanesa General Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Community First Credit Union Defined Benefit Plan and Trust in WI (492 participants, $78M 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 330632999.

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.