401(k) · DOL Form 5500 · 2022

Federated Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$578M
Total assets Above avg plan size
2,696
Participants Above avg headcount
98th
Percentile by assets National rank
$214,451
Avg per participant Above avg balance/head
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Official DOL plan name: Federated Mutual Insurance Company 401(k) Plan · Sponsored by Federated Mutual Insurance Company · Minnesota · Finance & Insurance

$578M in assets, 2,696 participants

Federated Mutual Insurance Company's Federated Mutual Insurance Company 401(k) Plan reported $578M in total assets and 2,696 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.

  • #8,942 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Federated Mutual Insurance Company 401(k) Plan covers 2,696 participants in Minnesota, 2.4x the typical Minnesota plan (state average ~1,126 per filing). Assets: $578M.

#8,942
in Finance & Insurance (9,261 peers)
-16.6%
assets change YoY
5.8×
vs typical plan assets (national mean)

The plan reported a net loss of $115M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Federated Mutual Insurance Company 401(k) Plan's outsized position by total assets

Federated Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$578,159,504 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

Federated Mutual Insurance Company 401(k) 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. Federated Mutual Insurance Company 401(k) Plan lands in the large band (2,696 participants).

Form 5500 schedule snapshot

Filing strip 410417460 · Federated Mutual Insurance Company PY 2022 · 401(k)

Federated Mutual Insurance Company 401(k) Plan · $578M · 2,696 · 98th

  • BOY $578M
  • BOY 2,696
  • BOY 98th
  • BOY 401(k)
  • BOY near Caterpillar Inc. Tax Deferred Retirement Plan
  • BOY ind #8942

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 Minnesota →

Federated Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Bellin Health 401(k) Retirement PlanBellin Health 401(k) Retirem…$579MGerdau Ameristeel US 401(k) Retirement PlanGerdau Ameristeel US 401(k) …$579MInternational Union of Operating Engineers Local 4 AnnuityInternational Union of Opera…$579MFederated Mutual Insurance Company 401(k) PlanFederated Mutual Insurance C…$578MCaterpillar Inc. Tax Deferred Retirement PlanCaterpillar Inc. Tax Deferre…$578M
End-of-year total assets ($M) among Federated Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$693M
Net Assets (End of Year)$578M
Net Income-$115M
Employer EIN410417460
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Federated Mutual Insurance Company)

Sponsor-wide plan assets over time

All Federated Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 25.315258442611288% vs 2022
2024 filing year
$1.1B$1.2B$1.3B$1.4B$1.5B$1.6B 202220232024 $1.23B $1.54B ▲ +25.2%
Year Plans Participants Total Assets
2022 2 5,073 $1.2B
2023 2 5,167 $1.4B
2024 2 5,491 $1.5B

Nearby 401(k) Plans in Minnesota

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

Federated Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Federated Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.578159504 · Participants: 2696Federated Mutual Insurance Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Federated Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Federated Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Federated Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Caterpillar Inc. Tax Deferred Retirement Plan in TX ($578M); by covered participants it is Doterra 401(k) Plan in UT (2,697 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($578M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,696 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 Federated Mutual Insurance Company 401(k) Plan assets move in 2022? ▼
Federated Mutual Insurance Company 401(k) Plan declined sharply - down 16.6% during 2022, from $693M to $578M. Reported net income was -$115M.
How have Federated Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Federated Mutual Insurance Company's sponsor-wide assets grew 25.3%, from $1.2B to $1.5B.
Where does Federated Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Federated Mutual Insurance Company 401(k) 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 Federated Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caterpillar Inc. Tax Deferred Retirement Plan in TX ($578M, 6,016 participants).
Which 401(k) plans cover a similar participant headcount to Federated Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doterra 401(k) Plan in UT (2,697 participants, $56M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410417460.

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.