401(k) · DOL Form 5500 · 2024
West Bend Insurance Company 401(k) Plan
Data updated 2026-08-11
- $463M
- Total assets
- 1,628
- Participants
- 97th
- Percentile by assets
- $284,395
- Avg per participant
Official DOL plan name: West Bend Insurance Company Employee Savings Plan · Sponsored by West Bend Insurance Company · Wisconsin · Finance & Insurance
$463M in assets, 1,628 participants
West Bend Insurance Company's West Bend Insurance Company Employee Savings Plan reported $463M in total assets and 1,628 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #8,099 in Finance & Insurance (8,549 peers)
Coverage in Wisconsin
West Bend Insurance Company Employee Savings Plan covers 1,628 participants in Wisconsin, 2.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $463M.
- $463M
- total plan assets (2024 EOY)
- 1,628
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $284,395
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Bend Insurance Company Employee Savings Plan end-of-year assets rose from $412M in the plan year 2023 filing to $463M in the plan year 2024 filing.
- West Bend Insurance Company Employee Savings Plan reported net income fell from $58M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- West Bend Insurance Company Employee Savings Plan reported participants rose from 1,554 in the plan year 2023 filing to 1,628 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. West Bend Insurance Company Employee Savings Plan reports 1,628 participants - 2.9x that state average ($463M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $412M |
|---|---|
| Net Assets (End of Year) | $463M |
| Net Income | $51M |
| Employer EIN | 390698170 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Bend Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,441 | $353M |
| 2023 | 1 | 1,554 | $412M |
| 2024 | 1 | 1,628 | $463M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
West Bend Insurance Company Employee Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to West Bend Insurance Company Employee Savings Plan by total assets, not by location.
- Dunn 401(k) Retirement Plan (MO) $463M · 3,149
- Arista Networks Inc. 401(k) Plan (CA) $463M · 2,034
- Privia Retirement Plan (VA) $463M · 5,196
- Columbia Sportswear Company 401(k) Plan (OR) $462M · 4,449
Frequently Asked Questions
How did West Bend Insurance Company Employee Savings Plan assets move in 2024? ▼
How have West Bend Insurance Company plan assets changed over time? ▼
Where does West Bend Insurance Company Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to West Bend Insurance Company Employee Savings Plan? ▼
Next read for West Bend Insurance Company Employee Sav…
Filing takeaways
Ways to act on West Bend Insurance Company Employee Savings Plan's numbers.
- By total assets, West Bend Insurance Company Employee Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- West Bend Insurance Company's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Finance & Insurance plans