401(k) · DOL Form 5500 · 2024

Specialty Underwriters LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
134
Participants Small participant base
64th
Percentile by assets National rank
$111,592
Avg per participant Below avg balance/head
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Official DOL plan name: Specialty Underwriters LLC Retirement Plan · Sponsored by Specialty Underwriters LLC · Wisconsin · Finance & Insurance

$15M in assets, 134 participants

Specialty Underwriters LLC's Specialty Underwriters LLC Retirement Plan reported $15M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,142 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Specialty Underwriters LLC Retirement Plan covers 134 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#4,142
in Finance & Insurance (8,549 peers)
+13.1%
assets growth YoY

Specialty Underwriters LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Specialty Underwriters LLC Retirement Plan vs every filed plan by assets

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

$14,953,376 Top 36% higher than 64% 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

Specialty Underwriters LLC Retirement 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. Specialty Underwriters LLC Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Specialty Underwriters LLC Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391915737 · Specialty Underwriters LLC PY 2024 · 401(k)

Specialty Underwriters LLC Retirement Plan · $15M · 134 · 64th

  • BOY $15M
  • SCH 134
  • EBSA 64th
  • PART 401(k)
  • TYPE near Sea Watch International, Ltd. 401(k) Savings Plan
  • NET ind #4142

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 →

Specialty Underwriters LLC Retirement Plan in the asset neighbourhood

Little - Morris, LLP Profit Sharing PlanLittle - Morris, LLP Profit …$15MSpecialty Underwriters LLC Retirement PlanSpecialty Underwriters LLC R…$15MSea Watch International, Ltd. 401(k) Savings PlanSea Watch International, Ltd…$15MWallis Bank 401(k) Retirement PlanWallis Bank 401(k) Retiremen…$15MV. Sattui Winery 401(k) Profit Sharing PlanV. Sattui Winery 401(k) Prof…$15M
End-of-year total assets ($M) among Specialty Underwriters LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN391915737
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Specialty Underwriters LLC)

Sponsor-wide plan assets over time

All Specialty Underwriters LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.056451631280062% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.4M $15M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 130 $11M
2023 1 135 $13M
2024 1 134 $15M

Nearby 401(k) Plans in Wisconsin

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

Specialty Underwriters LLC Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Specialty Underwriters LLC Retirement Plan, Total assets ($B): 0.014953376 · Participants: 134Specialty Underwriters LLC Retirement 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
Specialty Underwriters LLC Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Specialty Underwriters LLC Retirement Plan side-by-side with 3 peers →

Specialty Underwriters LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sea Watch International, Ltd. 401(k) Savings Plan in MD ($15M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Specialty Underwriters LLC Retirement Plan assets move in 2024? ▼
Specialty Underwriters LLC Retirement Plan grew at a solid clip - up 13.1% during 2024, from $13M to $15M. Reported net income was $2M.
How have Specialty Underwriters LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Specialty Underwriters LLC's sponsor-wide assets grew 31.1%, from $11M to $15M.
Which 401(k) plans are similar in size to Specialty Underwriters LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sea Watch International, Ltd. 401(k) Savings Plan in MD ($15M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Specialty Underwriters LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 391915737.

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.