401(k) · DOL Form 5500 · 2024
The Wawanesa Mutual Insurance Co. 401(k) Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 731
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $113,787
- Avg per participant Below avg balance/head
Official DOL plan name: The Wawanesa Salary Deferral Plan · Sponsored by The Wawanesa Mutual Insurance Co. · · Finance & Insurance
$83M in assets, 731 participants
The Wawanesa Mutual Insurance Co.'s The Wawanesa Salary Deferral Plan reported $83M in total assets and 731 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,097 in Finance & Insurance (8,549 peers)
Where The Wawanesa Salary Deferral Plan sits by assets
The Wawanesa Salary Deferral Plan sits in the top quartile of all filed plans by assets, $83M for 731 participants (~$113,787/participant), up 16.6% in 2024.
- #7,097
- in Finance & Insurance (8,549 peers)
- +16.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
The Wawanesa Salary Deferral Plan's outsized position by total assets
The Wawanesa Salary Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$83,177,932 Top 11% higher than 89% 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
The Wawanesa Salary Deferral 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. The Wawanesa Salary Deferral Plan sits mid-pack in the medium band (731 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Wawanesa Salary Deferral Plan end-of-year assets rose from $71M in the plan year 2023 filing to $83M in the plan year 2024 filing.
- The Wawanesa Salary Deferral Plan reported participants fell from 792 in the plan year 2023 filing to 731 in the plan year 2024 filing.
- The Wawanesa Salary Deferral Plan reported net income fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 952907897 · The Wawanesa Mutual Insurance Co. PY 2024 · 401(k)
The Wawanesa Salary Deferral Plan · $83M · 731 · 89th
- NET $83M
- NET 731
- NET 89th
- NET 401(k)
- NET near National Insurance Crime Bureau Employee Saving Plan
- NET ind #7097
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 →
The Wawanesa Salary Deferral Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $12M |
| Employer EIN | 952907897 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wawanesa Mutual Insurance Co.)
Sponsor-wide plan assets over time
All The Wawanesa Mutual Insurance Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 35.64706879578297% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,345 | $129M |
| 2023 | 1 | 792 | $71M |
| 2024 | 1 | 731 | $83M |
Nearby 401(k) Plans in
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Magna Group of Companies Retirement Savings Plans $2.5B · 25,008
- Transcanada 401(k) and Savings Plan $1.1B · 3,435
- Four Seasons Hotels Retirement Benefit Plan $979M · 15,818
- Transocean U.S. Savings Plan $839M · 2,151
- Retirement Plan for Employees of Scotiabank U. S. 401(k) $493M · 1,430
The Wawanesa Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside this state, the nearest 401(k) by assets is National Insurance Crime Bureau Employee Saving Plan in IL ($83M); by covered participants it is Wynright 401(k) Plan and Trust in IN (731 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
- National Insurance Crime Bureau Employee Saving Plan (IL) $83M · 400
- Mvm, Inc. 401(k) Savings Plan (VA) $83M · 2,997
- Twin City Fan Retirement Savings Plan and Trust (MN) $83M · 982
- Stiles Machinery, Inc. 401(k) Retirement Plan (MI) $83M · 593
Similar participant headcount
Nearest other-state filings by covered participants (731 participants); asset peers above are excluded.
- Wynright 401(k) Plan and Trust (IN) 731 · 0 off
- Virginia Health Services, Inc. Retirement Plan (VA) 731 · 0 off
- Frontage Laboratories Inc. 401(k) Plan (PA) 731 · 0 off
- Robinson Holdings (USA) Ltd 401(k) Plan (NV) 731 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.