401(k) · DOL Form 5500 · 2024

Germantown Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
52
Participants Small participant base
64th
Percentile by assets National rank
$281,094
Avg per participant High balance/head
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Official DOL plan name: Germantown Mutual Insurance Company 401(k) Retirement Plan · Sponsored by Germantown Mutual Insurance Company · Wisconsin · Finance & Insurance

$15M in assets, 52 participants

Germantown Mutual Insurance Company's Germantown Mutual Insurance Company 401(k) Retirement Plan reported $15M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,102 in Finance & Insurance (8,549 peers)

Germantown Mutual Insurance Company multi-year trail

Germantown Mutual Insurance Company's plans moved +26.3% in assets from 2022 to 2024; this filing shows Germantown Mutual Insurance Company 401(k) Retirement Plan at $15M / 52 participants.

#4,102
in Finance & Insurance (8,549 peers)
+7.8%
assets growth YoY

Germantown Mutual Insurance Company 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,616,870 Top 36% higher than 64% of 123,620 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 2024

Germantown Mutual Insurance Company 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Germantown Mutual Insurance Company 401(k) Retirement Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Germantown Mutual Insurance Company 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Germantown Mutual Insurance Company 401(k) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Germantown Mutual Insurance Company 401(k) Retirement Plan reported participants rose from 50 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390303590 · Germantown Mutual Insurance Company PY 2024 · 401(k)

Germantown Mutual Insurance Company 401(k) Retirement Plan · $15M · 52 · 64th

  • NET $15M
  • BOOK 52
  • VS-ST 64th
  • BOY 401(k)
  • SCH near Star and Crescent Boat Company 401(k) Savings Plan
  • EBSA ind #4102

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 →

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

Germantown Mutual Insurance Company 401(k) Retirement PlanGermantown Mutual Insurance …$15MStar and Crescent Boat Company 401(k) Savings PlanStar and Crescent Boat Compa…$15MPrimma LLC 401(k) Plan$15MSarris Candies, Inc. Profit Sharing 401(k) PlanSarris Candies, Inc. Profit …$15MProtingent 401(k) Plan$15M
End-of-year total assets ($M) among Germantown Mutual Insurance Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Germantown Mutual Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Germantown Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$15M 26.272738063418384% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.6M $14.6M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 49 $12M
2023 1 50 $14M
2024 1 52 $15M

Germantown Mutual Insurance Company filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN390303590
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Germantown Mutual Insurance Company 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Germantown Mutual Insurance Company 401(k) Retirement Plan, Total assets ($B): 0.01461687 · Participants: 52Germantown Mutual Insurance Company 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Germantown Mutual Insurance Company 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest 401(k) by assets is Star and Crescent Boat Company 401(k) Savings Plan in CA ($15M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Germantown Mutual Insurance Company 401(k) Retirement Plan assets move in 2024?
Germantown Mutual Insurance Company 401(k) Retirement Plan grew at a solid clip - up 7.8% during 2024, from $14M to $15M. Reported net income was $1M.
How have Germantown Mutual Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Germantown Mutual Insurance Company's sponsor-wide assets grew 26.3%, from $12M to $15M.
Which 401(k) plans are similar in size to Germantown Mutual Insurance Company 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Star and Crescent Boat Company 401(k) Savings Plan in CA ($15M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Germantown Mutual Insurance Company 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants, $9M in assets).