401(k) · DOL Form 5500 · 2024

Western Reserve Mutual Casualty Company 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
284
Participants Below avg headcount
86th
Percentile by assets National rank
$218,197
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Reserve Group 401(k) Profit Sharing Plan · Sponsored by Western Reserve Mutual Casualty Company · Ohio · Finance & Insurance

$62M in assets, 284 participants

Western Reserve Mutual Casualty Company's Western Reserve Group 401(k) Profit Sharing Plan reported $62M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,753 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Western Reserve Group 401(k) Profit Sharing Plan covers 284 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $62M.

#6,753
in Finance & Insurance (8,549 peers)
+15.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Western Reserve Group 401(k) Profit Sharing Plan's outsized position by total assets

Western Reserve Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$61,967,997 Top 14% higher than 86% 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 Reserve Group 401(k) Profit Sharing 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. Western Reserve Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Reserve Group 401(k) Profit Sharing Plan end-of-year assets rose from $53M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Western Reserve Group 401(k) Profit Sharing Plan reported participants rose from 259 in the plan year 2023 filing to 284 in the plan year 2024 filing.
  • Western Reserve Group 401(k) Profit Sharing Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 340613930 · Western Reserve Mutual Casualty Company PY 2024 · 401(k)

Western Reserve Group 401(k) Profit Sharing Plan · $62M · 284 · 86th

  • EBSA $62M
  • EBSA 284
  • EBSA 86th
  • EBSA 401(k)
  • EBSA near Koley Jessen P.C. 401(k) Plan
  • EBSA ind #6753

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 Reserve Group 401(k) Profit Sharing Plan in the asset neighbourhood

Mortenson Dental Partners 401(k) PlanMortenson Dental Partners 40…$62MWestern Reserve Group 401(k) Profit Sharing PlanWestern Reserve Group 401(k)…$62MKoley Jessen P.C. 401(k) Plan$62MImc Companies, LLC Retirement PlanImc Companies, LLC Retiremen…$62MAsmg 401(k) Plan and Trust$62M
End-of-year total assets ($M) among Western Reserve Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$62M
Net Income$9M
Employer EIN340613930
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Reserve Mutual Casualty Company)

Sponsor-wide plan assets over time

All Western Reserve Mutual Casualty Company plans reported in each filing year

Latest sponsor-wide plan assets
$62M 36.62155092188905% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.4M $62M ▲ +36.6%
Year Plans Participants Total Assets
2022 2 286 $45M
2023 2 263 $53M
2024 2 289 $62M

Nearby 401(k) Plans in Ohio

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

Western Reserve Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Western Reserve Group 401(k) Profit Sharing Plan, Total assets ($B): 0.061967997 · Participants: 284Western Reserve Group 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Western Reserve Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Western Reserve Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Western Reserve Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Koley Jessen P.C. 401(k) Plan in NE ($62M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Reserve Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Western Reserve Group 401(k) Profit Sharing Plan grew sharply - up 15.9% during 2024, from $53M to $62M. Reported net income was $9M.
How have Western Reserve Mutual Casualty Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Reserve Mutual Casualty Company's sponsor-wide assets grew 36.6%, from $45M to $62M.
Where does Western Reserve Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Western Reserve Group 401(k) Profit Sharing Plan ranks in the 86th 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 401(k) plans are similar in size to Western Reserve Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Koley Jessen P.C. 401(k) Plan in NE ($62M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Western Reserve Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown/Loyal 401(k) Plan in NH (284 participants, $16M 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 340613930.

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.