401(k) · DOL Form 5500 · 2024

West Bend Insurance Company 401(k) Plan

Data updated 2026-08-25

$463M
Total assets Above avg plan size
1,628
Participants Near avg headcount
97th
Percentile by assets National rank
$284,395
Avg per participant High balance/head
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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.

  • #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.

#8,099
in Finance & Insurance (8,549 peers)
+12.4%
assets growth YoY
4.6×
vs typical plan assets (national mean)

West Bend Insurance Company Employee Savings Plan's outsized position by total assets

West Bend Insurance Company Employee Savings Plan vs every filed plan by assets

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

$462,994,746 Top 3% higher than 97% 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

West Bend Insurance Company Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Bend Insurance Company Employee Savings Plan lands in the large band (1,628 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390698170 · West Bend Insurance Company PY 2024 · 401(k)

West Bend Insurance Company Employee Savings Plan · $463M · 1,628 · 97th

  • IND $463M
  • EOY 1,628
  • 5500 97th
  • ASSETS 401(k)
  • PCT near Dunn 401(k) Retirement Plan
  • EIN ind #8099

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 →

West Bend Insurance Company Employee Savings Plan in the asset neighbourhood

Arista Networks Inc. 401(k) PlanArista Networks Inc. 401(k) …$463MDunn 401(k) Retirement Plan$463MWest Bend Insurance Company Employee Savings PlanWest Bend Insurance Company …$463MPrivia Retirement Plan$463MColumbia Sportswear Company 401(k) PlanColumbia Sportswear Company …$462M
End-of-year total assets ($M) among West Bend Insurance Company Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$412M
Net Assets (End of Year)$463M
Net Income$51M
Employer EIN390698170
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Bend Insurance Company)

Sponsor-wide plan assets over time

All West Bend Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$463M 30.987984491435107% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $353M $463M ▲ +31.0%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants West Bend Insurance Company Employee Savings Plan, Total assets ($B): 0.462994746 · Participants: 1628West Bend Insurance Company Employee Savings 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
West Bend Insurance Company Employee Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare West Bend Insurance Company Employee Savings Plan side-by-side with 3 peers →

West Bend Insurance Company Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Dunn 401(k) Retirement Plan in MO ($463M); by covered participants it is Maclean-Fogg Company Profit Sharing and Savings Plan in IL (1,628 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($463M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,628 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 West Bend Insurance Company Employee Savings Plan assets move in 2024? ▼
West Bend Insurance Company Employee Savings Plan grew at a solid clip - up 12.4% during 2024, from $412M to $463M. Reported net income was $51M.
How have West Bend Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Bend Insurance Company's sponsor-wide assets grew 31.0%, from $353M to $463M.
Where does West Bend Insurance Company Employee Savings Plan rank by assets among Form 5500 filers? ▼
West Bend Insurance Company Employee Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to West Bend Insurance Company Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dunn 401(k) Retirement Plan in MO ($463M, 3,149 participants).
Which 401(k) plans cover a similar participant headcount to West Bend Insurance Company Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maclean-Fogg Company Profit Sharing and Savings Plan in IL (1,628 participants, $217M in assets).

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 390698170.

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.