401(k) · DOL Form 5500 · 2024

Western Reserve Mutual Casualty Company 401(k) Plan

Data updated 2026-08-11

$62M
Total assets: 284
Participants: 86th
Percentile by assets: $218,197
Avg per participant

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.

86th percentile by assets (of 123,622 plans)
#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.

$62M
total plan assets (2024 EOY): 284
covered participants: 86th
percentile by assets (of 123,622 plans): $218,197
avg assets per participant

Where Western Reserve Group 401(k) Profit Sharing Plan sits 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

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 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 →

State

Ohio

Industry

Finance & Insurance

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Western Reserve Group 401(k) Profit Sharing Plan reports 284 participants - about 37% of that state average ($62M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$53M
Net Assets (End of Year)	$62M
Net Income	$9M
Employer EIN	340613930
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Western Reserve Mutual Casualty Company)

Total plan assets by year, all Western Reserve Mutual Casualty Company plans on file

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

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 Reserve Group 401(k) Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Western Reserve Group 401(k) Profit Sharing Plan by total assets, not by location.

Koley Jessen P.C. 401(k) Plan (NE) $62M · 199
Imc Companies, LLC Retirement Plan (TN) $62M · 1,604
Mortenson Dental Partners 401(k) Plan (KY) $62M · 2,069
Asmg 401(k) Plan and Trust (MA) $62M · 621

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).

Next read for Western Reserve Group 401(k) Profit Shar…

Filing takeaways

Ways to act on Western Reserve Group 401(k) Profit Sharing Plan's numbers.

By total assets, Western Reserve Group 401(k) Profit Sharing Plan ranks in the top quartile 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
Western Reserve Mutual Casualty Company's sponsor-wide assets have grown 36.6% 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 340613930.