M3 RETIREMENT SAVINGS PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
M3 INSURANCE SOLUTIONS, INC.
This 401(k) plan holds $117M in total assets and serves 381 participants as of 2024. It is sponsored by M3 INSURANCE SOLUTIONS, INC. in Wisconsin. The plan reported positive net income of $16M for the year.
What the Filing Says About M3 RETIREMENT SAVINGS PLAN
M3 RETIREMENT SAVINGS PLAN is a 401(k) retirement plan sponsored by M3 INSURANCE SOLUTIONS, INC., headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $117M in total end-of-year assets and covers 381 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391141360, and the plan has been effective since 1977-08-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $98M at the beginning of 2024 to $117M at year-end — a gain of 19.0%. Net assets (after liabilities) closed the year at $117M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $98M |
| Total Assets (End of Year) | $117M |
| Net Assets (End of Year) | $117M |
| Net Income | $16M |
| Plan Type | 401(k) |
| Employer EIN | 391141360 |
| Plan Effective Date | 1977-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M3 INSURANCE SOLUTIONS, INC.)
| 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 $9.1B · 76,956
- JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN $6.2B · 28,904
- FISERV 401(K) SAVINGS PLAN $4.8B · 25,280
- KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN $4.6B · 11,236
- ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN $3.6B · 8,877
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Frequently Asked Questions
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.