401(k) · DOL Form 5500 · 2024

The Western and Southern Life Insurance Company 401(k) Plan

Data updated 2026-08-11

$575M
Total assets: 3,165
Participants: 97th
Percentile by assets: $181,625
Avg per participant

Official DOL plan name: Western & Southern Financial Group Employee Retirement 401(k) Savings Plan · Sponsored by The Western and Southern Life Insurance Company · Ohio · Finance & Insurance

$575M in assets, 3,165 participants

The Western and Southern Life Insurance Company's Western & Southern Financial Group Employee Retirement 401(k) Savings Plan reported $575M in total assets and 3,165 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 123,622 plans)
#8,166 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Western & Southern Financial Group Employee Retirement 401(k) Savings Plan covers 3,165 participants in Ohio, 4.1x the typical Ohio plan (state average ~765 per filing). Assets: $575M.

$575M
total plan assets (2024 EOY): 3,165
covered participants: 97th
percentile by assets (of 123,622 plans): $181,625
avg assets per participant

Western & Southern Financial Group Employee Retirement 401(k) Savings Plan end-of-year assets rose from $500M in the plan year 2023 filing to $575M in the plan year 2024 filing.
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan reported net income fell from $83M in the plan year 2023 filing to $75M in the plan year 2024 filing.
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan reported participants rose from 3,012 in the plan year 2023 filing to 3,165 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Finance & Insurance

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Western & Southern Financial Group Employee Retirement 401(k) Savings Plan reports 3,165 participants - 4.1x that state average ($575M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$500M
Net Assets (End of Year)	$575M
Net Income	$75M
Employer EIN	310487145
Plan Effective Date	1989-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Western and Southern Life Insurance Company)

Total plan assets by year, all The Western and Southern Life Insurance Company plans on file

Year	Plans	Participants	Total Assets
2022	2	5,943	$1.5B
2023	2	5,590	$1.6B
2024	2	5,817	$1.8B

Nearby 401(k) Plans in Ohio

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

Western & Southern Financial Group Employee Retirement 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Aerospace Retirement Savings Plan $14.7B · 45,620
The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
The Progressive 401(k) Plan $11.5B · 62,521
The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
Parker Retirement Savings Plan $9.0B · 26,315

Compare Western & Southern Financial Group Emplo… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Western & Southern Financial Group Employee Retirement 401(k) Savings Plan by total assets, not by location.

Srs Distribution Inc. 401(k) Plan (TX) $575M · 10,546
Brown and Caldwell Savings Plan (CO) $575M · 2,133
Mfsaving Retirement Plan (MA) $575M · 1,711
Cargill Investment Plan (MN) $574M · 11,083

Frequently Asked Questions

How did Western & Southern Financial Group Employee Retirement 401(k) Savings Plan assets move in 2024? ▼

Western & Southern Financial Group Employee Retirement 401(k) Savings Plan grew at a solid clip - up 14.9% during 2024, from $500M to $575M. Reported net income was $75M.

How have The Western and Southern Life Insurance Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Western and Southern Life Insurance Company's sponsor-wide assets grew 20.2%, from $1.5B to $1.8B.

Where does Western & Southern Financial Group Employee Retirement 401(k) Savings Plan rank by assets among Form 5500 filers? ▼

Western & Southern Financial Group Employee Retirement 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Western & Southern Financial Group Employee Retirement 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Srs Distribution Inc. 401(k) Plan in TX ($575M, 10,546 participants).

Next read for Western & Southern Financial Group Emplo…

Filing takeaways

Ways to act on Western & Southern Financial Group Employee Retirement 401(k) Savings Plan's numbers.

By total assets, Western & Southern Financial Group Employee Retirement 401(k) Savings 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 Ohio. Compare plans
The Western and Southern Life Insurance Company's sponsor-wide assets have grown 20.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 310487145.