401(k) · DOL Form 5500 · 2024

Ismie Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
194
Participants Below avg headcount
91st
Percentile by assets National rank
$569,733
Avg per participant High balance/head
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Official DOL plan name: Ismie Mutual Insurance Company 401(k) Plan · Sponsored by Ismie Mutual Insurance Company · Illinois · Finance & Insurance

$111M in assets, 194 participants

Ismie Mutual Insurance Company's Ismie Mutual Insurance Company 401(k) Plan reported $111M in total assets and 194 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.

  • #7,366 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Ismie Mutual Insurance Company 401(k) Plan covers 194 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $111M.

#7,366
in Finance & Insurance (8,549 peers)
-1.2%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ismie Mutual Insurance Company 401(k) Plan's outsized position by total assets

Ismie Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$110,528,237 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

Ismie Mutual Insurance Company 401(k) 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. Ismie Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ismie Mutual Insurance Company 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Ismie Mutual Insurance Company 401(k) Plan reported participants fell from 201 in the plan year 2023 filing to 194 in the plan year 2024 filing.
  • Ismie Mutual Insurance Company 401(k) Plan end-of-year assets fell from $112M in the plan year 2023 filing to $111M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 362883612 · Ismie Mutual Insurance Company PY 2024 · 401(k)

Ismie Mutual Insurance Company 401(k) Plan · $111M · 194 · 91st

  • ASSETS $111M
  • PCT 194
  • EIN 91st
  • RANK 401(k)
  • PHOTO near Canaccord Genuity LLC 401(k) Plan
  • IND ind #7366

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 Illinois →

Ismie Mutual Insurance Company 401(k) Plan in the asset neighbourhood

V-T Industries, Inc. Retirement/Savings PlanV-T Industries, Inc. Retirem…$111MCanaccord Genuity LLC 401(k) PlanCanaccord Genuity LLC 401(k)…$111MIsmie Mutual Insurance Company 401(k) PlanIsmie Mutual Insurance Compa…$111MSan Diego County Credit Union Employees Salary Savings PlanSan Diego County Credit Unio…$110MIherb 401(k) Plan$110M
End-of-year total assets ($M) among Ismie Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$111M
Net Income-$1M
Employer EIN362883612
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ismie Mutual Insurance Company)

Sponsor-wide plan assets over time

All Ismie Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$111M 10.305844973714695% vs 2022
2024 filing year
$95M$100M$105M$110M$115M 202220232024 $100M $111M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 212 $100M
2023 1 201 $112M
2024 1 194 $111M

Nearby 401(k) Plans in Illinois

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

Ismie Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Ismie Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.110528237 · Participants: 194Ismie Mutual Insurance Company 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Ismie Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ismie Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Ismie Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Canaccord Genuity LLC 401(k) Plan in NY ($111M); by covered participants it is Aphl 401(k) Pension Plan in MD (194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($111M here).

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Ismie Mutual Insurance Company 401(k) Plan assets move in 2024? ▼
Ismie Mutual Insurance Company 401(k) Plan edged down modestly - down 1.2% during 2024, from $112M to $111M. Reported net income was -$1M.
How have Ismie Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ismie Mutual Insurance Company's sponsor-wide assets grew 10.3%, from $100M to $111M.
Where does Ismie Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Ismie Mutual Insurance Company 401(k) 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 Ismie Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Canaccord Genuity LLC 401(k) Plan in NY ($111M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Ismie Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aphl 401(k) Pension Plan in MD (194 participants, $40M 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 362883612.

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.