401(k) · DOL Form 5500 · 2024

Jewelers Mutual Insurance Company, Si 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
474
Participants Below avg headcount
90th
Percentile by assets National rank
$204,141
Avg per participant Above avg balance/head
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Official DOL plan name: Jewelers Mutual Insurance Company Savings Plus · Sponsored by Jewelers Mutual Insurance Company, Si · Wisconsin · Finance & Insurance

$97M in assets, 474 participants

Jewelers Mutual Insurance Company, Si's Jewelers Mutual Insurance Company Savings Plus reported $97M in total assets and 474 participants in its 2024 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.

  • #7,239 in Finance & Insurance (8,549 peers)

Where Jewelers Mutual Insurance Company Savings Plus sits by assets

Jewelers Mutual Insurance Company Savings Plus sits in the top 10% of all filed plans by assets, $97M for 474 participants (~$204,141/participant), up 15.8% in 2024.

#7,239
in Finance & Insurance (8,549 peers)
+15.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Jewelers Mutual Insurance Company Savings Plus's outsized position by total assets

Jewelers Mutual Insurance Company Savings Plus vs every filed plan by assets

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

$96,762,996 Top 10% higher than 90% 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

Jewelers Mutual Insurance Company Savings Plus among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jewelers Mutual Insurance Company Savings Plus sits mid-pack in the medium band (474 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jewelers Mutual Insurance Company Savings Plus reported net income fell from $16M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Jewelers Mutual Insurance Company Savings Plus end-of-year assets rose from $84M in the plan year 2023 filing to $97M in the plan year 2024 filing.
  • Jewelers Mutual Insurance Company Savings Plus reported participants rose from 446 in the plan year 2023 filing to 474 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390493890 · Jewelers Mutual Insurance Company, Si PY 2024 · 401(k)

Jewelers Mutual Insurance Company Savings Plus · $97M · 474 · 90th

  • VS-ST $97M
  • VS-ST 474
  • VS-ST 90th
  • VS-ST 401(k)
  • VS-ST near Link Logistics 401(k) Plan
  • VS-ST ind #7239

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 →

Jewelers Mutual Insurance Company Savings Plus in the asset neighbourhood

O'neil Industries, Inc. Incentive Savings PlanO'neil Industries, Inc. Ince…$97MLongwood Management Corporation 401(k) Savings PlanLongwood Management Corporat…$97MJewelers Mutual Insurance Company Savings PlusJewelers Mutual Insurance Co…$97MLink Logistics 401(k) Plan$97MActionet, Inc. 401(k) Profit Sharing Plan & TrustActionet, Inc. 401(k) Profit…$97M
End-of-year total assets ($M) among Jewelers Mutual Insurance Company Savings Plus and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$97M
Net Income$13M
Employer EIN390493890
Plan Effective Date1956-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewelers Mutual Insurance Company, Si)

Sponsor-wide plan assets over time

All Jewelers Mutual Insurance Company, Si plans reported in each filing year

Latest sponsor-wide plan assets
$97M 42.88040819414738% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $67.7M $96.8M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 379 $68M
2023 1 446 $84M
2024 1 474 $97M

Nearby 401(k) Plans in Wisconsin

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

Jewelers Mutual Insurance Company Savings Plus vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Jewelers Mutual Insurance Company Savings Plus, Total assets ($B): 0.096762996 · Participants: 474Jewelers Mutual Insurance Company Savings PlusAdvocate 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
Jewelers Mutual Insurance Company Savings Plus vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jewelers Mutual Insurance Company Savings Plus side-by-side with 3 peers →

Jewelers Mutual Insurance Company Savings Plus's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Link Logistics 401(k) Plan in NY ($97M); by covered participants it is Restaurants of America Retirement Plan in CO (474 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (474 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 Jewelers Mutual Insurance Company Savings Plus assets move in 2024? ▼
Jewelers Mutual Insurance Company Savings Plus grew sharply - up 15.8% during 2024, from $84M to $97M. Reported net income was $13M.
How have Jewelers Mutual Insurance Company, Si plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewelers Mutual Insurance Company, Si's sponsor-wide assets grew 42.9%, from $68M to $97M.
Where does Jewelers Mutual Insurance Company Savings Plus rank by assets among Form 5500 filers? ▼
Jewelers Mutual Insurance Company Savings Plus ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jewelers Mutual Insurance Company Savings Plus? ▼
Among 401(k) plans in other states, the closest by assets is Link Logistics 401(k) Plan in NY ($97M, 979 participants).
Which 401(k) plans cover a similar participant headcount to Jewelers Mutual Insurance Company Savings Plus? ▼
Among 401(k) plans in other states, the closest by covered participants is Restaurants of America Retirement Plan in CO (474 participants, $3M 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 390493890.

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.