401(k) · DOL Form 5500 · 2024
M3 Insurance Solutions, Inc. 401(k) Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 381
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $306,198
- Avg per participant High balance/head
Official DOL plan name: M3 Retirement Savings Plan · Sponsored by M3 Insurance Solutions, Inc. · Wisconsin · Finance & Insurance
$117M in assets, 381 participants
M3 Insurance Solutions, Inc.'s M3 Retirement Savings Plan reported $117M in total assets and 381 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,413 in Finance & Insurance (8,549 peers)
Where M3 Retirement Savings Plan sits by assets
M3 Retirement Savings Plan sits in the top 10% of all filed plans by assets, $117M for 381 participants (~$306,198/participant), up 19.0% in 2024.
- #7,413
- in Finance & Insurance (8,549 peers)
- +19.0%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
M3 Retirement Savings Plan's outsized position by total assets
M3 Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,661,327 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
M3 Retirement Savings Plan 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. M3 Retirement Savings Plan sits mid-pack in the medium band (381 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- M3 Retirement Savings Plan reported net income rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- M3 Retirement Savings Plan end-of-year assets rose from $98M in the plan year 2023 filing to $117M in the plan year 2024 filing.
- M3 Retirement Savings Plan reported participants fell from 388 in the plan year 2023 filing to 381 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 391141360 · M3 Insurance Solutions, Inc. PY 2024 · 401(k)
M3 Retirement Savings Plan · $117M · 381 · 91st
- EOY $117M
- EOY 381
- EOY 91st
- EOY 401(k)
- EOY near Sunkist Match Plus Savings Plan
- EOY ind #7413
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 →
M3 Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $16M |
| Employer EIN | 391141360 |
| Plan Effective Date | 1977-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M3 Insurance Solutions, Inc.)
Sponsor-wide plan assets over time
All M3 Insurance Solutions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 37.28507807138006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 321 | $85M |
| 2023 | 1 | 388 | $98M |
| 2024 | 1 | 381 | $117M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
M3 Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Sunkist Match Plus Savings Plan in CA ($117M); by covered participants it is The Horton Group, Inc. Retirement Savings Plan in IL (381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- Sunkist Match Plus Savings Plan (CA) $117M · 484
- Midwest Teamsters Member 401(k) Plan (MN) $117M · 3,170
- Fred Beans Automotive Group 401(k) Plan (PA) $117M · 1,726
- Starwood Property Trust, Inc. Savings Plan (FL) $117M · 317
Similar participant headcount
Nearest other-state filings by covered participants (381 participants); asset peers above are excluded.
- The Horton Group, Inc. Retirement Savings Plan (IL) 381 · 0 off
- The Hanover Research Council, LLC 401(k) Profit Sharing Plan (VA) 381 · 0 off
- Perfect Health 401(k) Plan (MO) 381 · 0 off
- Loren Cook Company 401(k) Plan (MO) 381 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.