401(k) · DOL Form 5500 · 2022

The Mosaic Company 401(k) Plan

Data updated 2026-08-25

$709M
Total assets Above avg plan size
1,937
Participants Near avg headcount
98th
Percentile by assets National rank
$365,978
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mosaic Investment Plan · Sponsored by The Mosaic Company · Florida · Manufacturing

$709M in assets, 1,937 participants

The Mosaic Company's Mosaic Investment Plan reported $709M in total assets and 1,937 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #20,049 in Manufacturing (20,602 peers)

Coverage in Florida

Mosaic Investment Plan covers 1,937 participants in Florida, 3.1x the typical Florida plan (state average ~628 per filing). Assets: $709M.

#20,049
in Manufacturing (20,602 peers)
-18.0%
assets change YoY
7.1×
vs typical plan assets (national mean)

The plan reported a net loss of $156M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mosaic Investment Plan's outsized position by total assets

Mosaic Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$708,900,091 Top 2% higher than 98% of 139,123 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 2022

Mosaic Investment Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mosaic Investment Plan lands in the large band (1,937 participants).

Form 5500 schedule snapshot

Filing strip 201026454 · The Mosaic Company PY 2022 · 401(k)

Mosaic Investment Plan · $709M · 1,937 · 98th

  • ASSETS $709M
  • ASSETS 1,937
  • ASSETS 98th
  • ASSETS 401(k)
  • ASSETS near Greif 401(k) Retirement Plan
  • ASSETS ind #20049

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 Manufacturing retirement plans → · Plans in Florida →

Mosaic Investment Plan in the asset neighbourhood

Fastenal Company & Subsidiaries 401(k) and Employee Stock Ownership PlanFastenal Company & Subsidiar…$711MMayo Retirement Savings Plan$711MMosaic Investment Plan$709MGreif 401(k) Retirement Plan$709MPnm Resources, Inc. Retirement Savings PlanPnm Resources, Inc. Retireme…$707M
End-of-year total assets ($M) among Mosaic Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$865M
Net Assets (End of Year)$709M
Net Income-$156M
Employer EIN201026454
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mosaic Company)

Sponsor-wide plan assets over time

All The Mosaic Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 17.31045148188508% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.98B $1.15B ▲ +17.3%
Year Plans Participants Total Assets
2022 3 4,405 $980M
2023 3 3,873 $1.1B
2024 2 3,929 $1.2B

Nearby 401(k) Plans in Florida

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

Mosaic Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 051015 Total assets ($B) Participants Mosaic Investment Plan, Total assets ($B): 0.708900091 · Participants: 1937Mosaic Investment PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Mosaic Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Mosaic Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Greif 401(k) Retirement Plan in OH ($709M); by covered participants it is Carson Tahoe Health System 401(k) Plan in NV (1,937 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($709M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,937 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mosaic Investment Plan assets move in 2022? ▼
Mosaic Investment Plan declined sharply - down 18.0% during 2022, from $865M to $709M. Reported net income was -$156M.
How have The Mosaic Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mosaic Company's sponsor-wide assets grew 17.3%, from $980M to $1.2B.
Where does Mosaic Investment Plan rank by assets among Form 5500 filers? ▼
Mosaic Investment Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Mosaic Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greif 401(k) Retirement Plan in OH ($709M, 6,302 participants).
Which 401(k) plans cover a similar participant headcount to Mosaic Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carson Tahoe Health System 401(k) Plan in NV (1,937 participants, $140M in assets).