401(k) · DOL Form 5500 · 2024

M3 Insurance Solutions, Inc. 401(k) Plan

Data updated 2026-08-11

$117M
Total assets
381
Participants
91st
Percentile by assets
$306,198
Avg per participant
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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.

  • 91st percentile by assets (of 123,622 plans)
  • #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.

$117M
total plan assets (2024 EOY)
381
covered participants
91st
percentile by assets (of 123,622 plans)
$306,198
avg assets per participant

Where M3 Retirement Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Finance & Insurance

M3 Retirement Savings Plan vs the 2024 asset distribution

By assets, M3 Retirement Savings Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$117M
Net Income$16M
Employer EIN391141360
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M3 Insurance Solutions, Inc.)

$80M$90M$100M$110M$120M 202220232024 $85M $117M ▲ +37.3%
Total plan assets by year, all M3 Insurance Solutions, Inc. plans on file
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.

M3 Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants M3 Retirement Saving…, Total assets ($B): 0.116661327 · Participants: 381M3 Retirement Saving…Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
M3 Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare M3 Retirement Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to M3 Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did M3 Retirement Savings Plan assets move in 2024? ▼
M3 Retirement Savings Plan grew sharply - up 19.0% during 2024, from $98M to $117M. Reported net income was $16M.
How have M3 Insurance Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M3 Insurance Solutions, Inc.'s sponsor-wide assets grew 37.3%, from $85M to $117M.
Where does M3 Retirement Savings Plan rank by assets among Form 5500 filers? ▼
M3 Retirement Savings Plan ranks in the 91st 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 M3 Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunkist Match Plus Savings Plan in CA ($117M, 484 participants).

Next read for M3 Retirement Savings Plan

Scale reading

Ways to act on M3 Retirement Savings Plan's numbers.

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 391141360.

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.