401(k)
2024 plan-year 401(k) DOL Form 5500

Western National Salary Accumulation Program

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Western National Mutual Insurance Co · Minnesota · Finance & Insurance

What the 2023 filing shows

Western National Salary Accumulation Program holds $134M for 763 participants — about $176,011 per participant, up 13.6% over the 2024 plan year.

$134M
total plan assets (2024 EOY)
763
covered participants
$176,011
avg assets per participant
+13.6%
assets growth YoY
Total Assets (2023)
$134M
Participants
763
State
Industry
Finance & Insurance

What the Filing Says About Western National Salary Accumulation Program

Western National Salary Accumulation Program is a 401(k) retirement plan sponsored by Western National Mutual Insurance Co, headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports $134M in total end-of-year assets and covers 763 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 410430825, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $118M at the beginning of 2024 to $134M at year-end — a gain of 13.6%. Net assets (after liabilities) closed the year at $134M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$118M
Total Assets (End of Year)$134M
Net Assets (End of Year)$134M
Net Income$16M
Plan Type401(k)
Employer EIN410430825
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western National Mutual Insurance Co)

Year Plans Participants Total Assets
2022 1 732 $99M
2023 1 693 $118M
2024 1 763 $134M

Nearby 401(k) Plans in Minnesota

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

Frequently Asked Questions

How much money is in the Western National Salary Accumulation Program?
As of the 2024 Form 5500 filing, Western National Salary Accumulation Program holds $134M in total assets with 763 participants. It is sponsored by Western National Mutual Insurance Co.
What type of plan is Western National Salary Accumulation Program?
Western National Salary Accumulation Program is a 401(k) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 410430825.
Who sponsors the Western National Salary Accumulation Program?
Western National Salary Accumulation Program is sponsored by Western National Mutual Insurance Co, located in Minnesota. The sponsor's EIN is 410430825 and the plan operates in the Finance & Insurance industry.
How did Western National Salary Accumulation Program perform in 2024?
Western National Salary Accumulation Program grew by 13.6% during 2024, moving from $118M to $134M in total assets. Net income was $16M.
Where can I find official filings for Western National Salary Accumulation Program?
Official Form 5500 filings for Western National Salary Accumulation Program are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410430825 or plan name at efast.dol.gov.
How does Western National Salary Accumulation Program compare to other plans?
You can compare Western National Salary Accumulation Program against other 401(k) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 410430825.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.