401(k) · DOL Form 5500 · 2024
ACUITY 401(k) Plan
Data updated 2026-08-11
- $639M
- Total assets
- 1,608
- Participants
- 98th
- Percentile by assets
- $397,466
- Avg per participant
Official DOL plan name: Acuity, a Mutual Insurance Company 401(k) Plan · Sponsored by ACUITY · Wisconsin · Finance & Insurance
$639M in assets, 1,608 participants
ACUITY's Acuity, a Mutual Insurance Company 401(k) Plan reported $639M in total assets and 1,608 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #8,199 in Finance & Insurance (8,549 peers)
Coverage in Wisconsin
Acuity, a Mutual Insurance Company 401(k) Plan covers 1,608 participants in Wisconsin, 2.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $639M.
- $639M
- total plan assets (2024 EOY)
- 1,608
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $397,466
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Acuity, a Mutual Insurance Company 401(k) Plan end-of-year assets rose from $545M in the plan year 2023 filing to $639M in the plan year 2024 filing.
- Acuity, a Mutual Insurance Company 401(k) Plan reported net income fell from $98M in the plan year 2023 filing to $94M in the plan year 2024 filing.
- Acuity, a Mutual Insurance Company 401(k) Plan reported participants rose from 1,575 in the plan year 2023 filing to 1,608 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Acuity, a Mutual Insurance Company 401(k) Plan reports 1,608 participants - 2.9x that state average ($639M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $545M |
|---|---|
| Net Assets (End of Year) | $639M |
| Net Income | $94M |
| Employer EIN | 390491540 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ACUITY)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,519 | $447M |
| 2023 | 1 | 1,575 | $545M |
| 2024 | 1 | 1,608 | $639M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Acuity, a Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Acuity, a Mutual Insurance Company 401(k) Plan by total assets, not by location.
- Alliance Coal, LLC and Affiliates Profit Sharing and Savings Plan (OK) $639M · 3,575
- Wachtell, Lipton, Rosen & Katz Savings Plan (NY) $639M · 646
- Vestis Retirement Savings Plan (GA) $639M · 10,953
- Raley's 401(k) Retirement Savings Plan (CA) $640M · 18,099
Frequently Asked Questions
How did Acuity, a Mutual Insurance Company 401(k) Plan assets move in 2024? ▼
How have ACUITY plan assets changed over time? ▼
Where does Acuity, a Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Acuity, a Mutual Insurance Company 401(k) Plan? ▼
Next read for Acuity, a Mutual Insurance Company 401(k…
Filing takeaways
Ways to act on Acuity, a Mutual Insurance Company 401(k) Plan's numbers.
- By total assets, Acuity, a Mutual Insurance Company 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- ACUITY's sponsor-wide assets have grown 43.0% since 2022 across 3 plan years on file. More Finance & Insurance plans