401(k) · DOL Form 5500 · 2024

Society Insurance, a Mutual Company 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
380
Participants Below avg headcount
91st
Percentile by assets National rank
$281,809
Avg per participant High balance/head
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Official DOL plan name: Society Insurance 401(k) Profit Sharing Plan · Sponsored by Society Insurance, a Mutual Company · Wisconsin · Finance & Insurance

$107M in assets, 380 participants

Society Insurance, a Mutual Company's Society Insurance 401(k) Profit Sharing Plan reported $107M in total assets and 380 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.

  • #7,329 in Finance & Insurance (8,549 peers)

Where Society Insurance 401(k) Profit Sharing Plan sits by assets

Society Insurance 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $107M for 380 participants (~$281,809/participant), up 6.3% in 2024.

#7,329
in Finance & Insurance (8,549 peers)
+6.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Society Insurance 401(k) Profit Sharing Plan's outsized position by total assets

Society Insurance 401(k) Profit Sharing Plan vs every filed plan by assets

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

$107,087,532 Top 9% higher than 91% 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

Society Insurance 401(k) Profit Sharing 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. Society Insurance 401(k) Profit Sharing Plan sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Society Insurance 401(k) Profit Sharing Plan reported net income fell from $13M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Society Insurance 401(k) Profit Sharing Plan reported participants rose from 353 in the plan year 2023 filing to 380 in the plan year 2024 filing.
  • Society Insurance 401(k) Profit Sharing Plan end-of-year assets rose from $101M in the plan year 2023 filing to $107M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390711880 · Society Insurance, a Mutual Company PY 2024 · 401(k)

Society Insurance 401(k) Profit Sharing Plan · $107M · 380 · 91st

  • VS-ST $107M
  • BOY 380
  • SCH 91st
  • EBSA 401(k)
  • PART near Vantage Specialty Chemicals 401(k)
  • TYPE ind #7329

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 →

Society Insurance 401(k) Profit Sharing Plan in the asset neighbourhood

401(k) Plan for Salaried Employees of Stater Bros.401(k) Plan for Salaried Emp…$107MSociety Insurance 401(k) Profit Sharing PlanSociety Insurance 401(k) Pro…$107MVantage Specialty Chemicals 401(k)Vantage Specialty Chemicals …$107MNeovia Logistics 401(k) Plan$107MDubois Chemicals, Inc. Retirement Savings PlanDubois Chemicals, Inc. Retir…$107M
End-of-year total assets ($M) among Society Insurance 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$107M
Net Income$6M
Employer EIN390711880
Plan Effective Date1973-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Society Insurance, a Mutual Company)

Sponsor-wide plan assets over time

All Society Insurance, a Mutual Company plans reported in each filing year

Latest sponsor-wide plan assets
$107M 22.23275735331046% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $87.6M $107M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 331 $88M
2023 1 353 $101M
2024 1 380 $107M

Nearby 401(k) Plans in Wisconsin

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

Society Insurance 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Society Insurance 401(k) Profit Sharing Plan, Total assets ($B): 0.107087532 · Participants: 380Society Insurance 401(k) Profit Sharing 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
Society Insurance 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Society Insurance 401(k) Profit Sharing Plan side-by-side with 3 peers →

Society Insurance 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Vantage Specialty Chemicals 401(k) in IL ($107M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (380 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Society Insurance 401(k) Profit Sharing Plan assets move in 2024? ▼
Society Insurance 401(k) Profit Sharing Plan grew at a solid clip - up 6.3% during 2024, from $101M to $107M. Reported net income was $6M.
How have Society Insurance, a Mutual Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Society Insurance, a Mutual Company's sponsor-wide assets grew 22.2%, from $88M to $107M.
Where does Society Insurance 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Society Insurance 401(k) Profit Sharing 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 Society Insurance 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vantage Specialty Chemicals 401(k) in IL ($107M, 573 participants).
Which 401(k) plans cover a similar participant headcount to Society Insurance 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (380 participants, $91M 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 390711880.

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.