401(k) · DOL Form 5500 · 2024
The Western and Southern Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $575M
- Total assets Above avg plan size
- 3,165
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $181,625
- Avg per participant Above avg balance/head
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.
- #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.
- #8,166
- in Finance & Insurance (8,549 peers)
- +14.9%
- assets growth YoY
- 5.8×
- vs typical plan assets (national mean)
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan's outsized position by total assets
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$574,844,697 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western & Southern Financial Group Employee Retirement 401(k) Savings Plan lands in the large band (3,165 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 310487145 · The Western and Southern Life Insurance Company PY 2024 · 401(k)
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan · $575M · 3,165 · 97th
- EIN $575M
- EIN 3,165
- EIN 97th
- EIN 401(k)
- EIN near Srs Distribution Inc. 401(k) Plan
- EIN ind #8166
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 Ohio →
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Western and Southern Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 20.239092913754043% vs 2022
- 2024 filing year
| 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.
- 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
Western & Southern Financial Group Employee Retirement 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Srs Distribution Inc. 401(k) Plan in TX ($575M); by covered participants it is Procore Technologies Retirement Plan in CA (3,164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($575M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,165 participants); asset peers above are excluded.
- Procore Technologies Retirement Plan (CA) 3,164 · 1 off
- Essendant 401(k) Savings Plan (IL) 3,167 · 2 off
- Hudson Automotive Group 401(k) Retirement Plan (SC) 3,162 · 3 off
- Maurices Incorporated 401(k) Savings Plan (MN) 3,161 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.