Profit Sharing · DOL Form 5500 · 2024

Western Mutual Insurance Company Profit Sharing Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
92
Participants Small participant base
75th
Percentile by assets National rank
$280,049
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Mutual Insurance Company Profit Sharing / 401(k) Plan · Sponsored by Western Mutual Insurance Company · California · Finance & Insurance

$26M in assets, 92 participants

Western Mutual Insurance Company's Western Mutual Insurance Company Profit Sharing / 401(k) Plan reported $26M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,247 in Finance & Insurance (8,549 peers)

Where Western Mutual Insurance Company Profit Sharing / 401(k) Plan sits by assets

Western Mutual Insurance Company Profit Sharing / 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 92 participants (~$280,049/participant), up 6.2% in 2024.

#5,247
in Finance & Insurance (8,549 peers)
+6.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Western Mutual Insurance Company Profit Sharing / 401(k) Plan's outsized position by total assets

Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs every filed plan by assets

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

$25,764,477 Top 25% higher than 75% 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

Western Mutual Insurance Company Profit Sharing / 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Mutual Insurance Company Profit Sharing / 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Mutual Insurance Company Profit Sharing / 401(k) Plan reported net income rose from $117K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Western Mutual Insurance Company Profit Sharing / 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Western Mutual Insurance Company Profit Sharing / 401(k) Plan reported participants fell from 98 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 950634675 · Western Mutual Insurance Company PY 2024 · Profit Sharing

Western Mutual Insurance Company Profit Sharing / 401(k) Plan · $26M · 92 · 75th

  • EBSA $26M
  • PART 92
  • TYPE 75th
  • NET Profit Sharing
  • BOOK near Baumgartner & Company, LLC Profit Sharing Plan
  • VS-ST ind #5247

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 California →

Western Mutual Insurance Company Profit Sharing / 401(k) Plan in the asset neighbourhood

Sentry Equipment Erectors, Inc. Stock Bonus PlanSentry Equipment Erectors, I…$26MSiam 403(b)$26MWestern Mutual Insurance Company Profit Sharing / 401(k) PlanWestern Mutual Insurance Com…$26MBaumgartner & Company, LLC Profit Sharing PlanBaumgartner & Company, LLC P…$26MFaith Technologies Incorporated 401(a) PlanFaith Technologies Incorpora…$26M
End-of-year total assets ($M) among Western Mutual Insurance Company Profit Sharing / 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$1M
Employer EIN950634675
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Mutual Insurance Company)

Sponsor-wide plan assets over time

All Western Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$26M 6.680840551947606% vs 2022
2024 filing year
$23.5M$24M$24.5M$25M$25.5M$26M 202220232024 $24.2M $25.8M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 94 $24M
2023 1 98 $24M
2024 1 92 $26M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Western Mutual Insurance Company Profit Sharing / 401(k) Plan, Total assets ($B): 0.025764477 · Participants: 92Western Mutual Insurance Company Profit Sharing / 401(k) PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Western Mutual Insurance Company Profit Sharing / 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Western Mutual Insurance Company Profit Sharing / 401(k) Plan side-by-side with 3 peers →

Western Mutual Insurance Company Profit Sharing / 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Baumgartner & Company, LLC Profit Sharing Plan in IN ($26M); by covered participants it is Ferraiuoli LLC Retirement Plan in PR (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Western Mutual Insurance Company Profit Sharing / 401(k) Plan assets move in 2024? ▼
Western Mutual Insurance Company Profit Sharing / 401(k) Plan grew at a solid clip - up 6.2% during 2024, from $24M to $26M. Reported net income was $1M.
How have Western Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Mutual Insurance Company's sponsor-wide assets grew 6.7%, from $24M to $26M.
Where does Western Mutual Insurance Company Profit Sharing / 401(k) Plan rank by assets among Form 5500 filers? ▼
Western Mutual Insurance Company Profit Sharing / 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Western Mutual Insurance Company Profit Sharing / 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Baumgartner & Company, LLC Profit Sharing Plan in IN ($26M, 72 participants).
Which Profit Sharing plans cover a similar participant headcount to Western Mutual Insurance Company Profit Sharing / 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ferraiuoli LLC Retirement Plan in PR (92 participants, $19M 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 950634675.

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.