401(k) · DOL Form 5500 · 2024

Society Insurance, a Mutual Company 401(k) Plan

Data updated 2026-08-11

$107M
Total assets
380
Participants
91st
Percentile by assets
$281,809
Avg per participant
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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.

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

$107M
total plan assets (2024 EOY)
380
covered participants
91st
percentile by assets (of 123,622 plans)
$281,809
avg assets per participant

Where Society Insurance 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

  • 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 →

State
Wisconsin
Industry
Finance & Insurance

Society Insurance 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Society Insurance 401(k) Profit Sharing Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

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)

$80M$90M$100M$110M 202220232024 $87.6M $107M ▲ +22.2%
Total plan assets by year, all Society Insurance, a Mutual Company plans on file
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 ($B) Participants Society Insurance 40…, Total assets ($B): 0.107087532 · Participants: 380Society Insurance 40…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 …
Society Insurance 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Society Insurance 401(k) Profit Sharing … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Society Insurance 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Society Insurance 401(k) Profit Sharing …

Scale reading

Ways to act on Society Insurance 401(k) Profit Sharing 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 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.