Defined Benefit (Pension) · DOL Form 5500 · 2022

Federated Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$654M
Total assets Above avg plan size
2,377
Participants Above avg headcount
98th
Percentile by assets National rank
$275,097
Avg per participant High balance/head
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Official DOL plan name: Federated Mutual Retirement Plan · Sponsored by Federated Mutual Insurance Company · Minnesota · Finance & Insurance

$654M in assets, 2,377 participants

Federated Mutual Insurance Company's Federated Mutual Retirement Plan reported $654M in total assets and 2,377 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.

  • #8,964 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Federated Mutual Retirement Plan covers 2,377 participants in Minnesota, 2.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $654M.

#8,964
in Finance & Insurance (9,261 peers)
-33.2%
assets change YoY
6.6×
vs typical plan assets (national mean)

The plan reported a net loss of $323M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Federated Mutual Retirement Plan's outsized position by total assets

Federated Mutual Retirement Plan vs every filed plan by assets

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

$653,906,073 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 Retirement 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 Retirement Plan lands in the large band (2,377 participants).

Published 5500 schedule card

Filing strip 410417460 · Federated Mutual Insurance Company PY 2022 · Defined Benefit (Pension)

Federated Mutual Retirement Plan · $654M · 2,377 · 98th

  • BOOK $654M
  • BOOK 2,377
  • BOOK 98th
  • BOOK Defined Benefit (Pension)
  • BOOK near Jm Family Enterprises, Inc. Associates' Retirement Plan
  • BOOK ind #8964

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 Retirement Plan in the asset neighbourhood

Totalenergies Finance USA, Inc. Pension PlanTotalenergies Finance USA, I…$655MFederated Mutual Retirement PlanFederated Mutual Retirement …$654MJm Family Enterprises, Inc. Associates' Retirement PlanJm Family Enterprises, Inc. …$653MJones Day Qualified Defined Benefit PlanJones Day Qualified Defined …$653MSheet Metal Workers' Local 73 Pension FundSheet Metal Workers' Local 7…$653M
End-of-year total assets ($M) among Federated Mutual Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$980M
Net Assets (End of Year)$651M
Net Income-$323M
Employer EIN410417460
Plan Effective Date1960-01-01
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 Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Federated Mutual Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Federated Mutual Retirement Plan, Total assets ($B): 0.653906073 · Participants: 2377Federated Mutual Retirement Plan3M Employee Retirement Income Plan, Total assets ($B): 14.047885796 · Participants: 121603M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 10.299849315 · Participants: 66434Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 3.940696075 · Participants: 25144The Travelers Pension PlanU.S. Bank Pension Plan, Total assets ($B): 3.73901396 · Participants: 55836U.S. Bank Pension PlanTarget Corporation Pension Plan, Total assets ($B): 3.348662968 · Participants: 50515Target Corporation Pension Plan
Federated Mutual Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Federated Mutual Retirement Plan side-by-side with 3 peers →

Federated Mutual Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Jm Family Enterprises, Inc. Associates' Retirement Plan in FL ($653M); by covered participants it is Northern California Pipe Trades Pension Plan in CA (2,375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,377 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 Retirement Plan assets move in 2022? ▼
Federated Mutual Retirement Plan contracted severely - down 33.2% during 2022, from $980M to $654M. Reported net income was -$323M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Federated Mutual Retirement 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 Defined Benefit (Pension) plans are similar in size to Federated Mutual Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jm Family Enterprises, Inc. Associates' Retirement Plan in FL ($653M, 4,167 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Federated Mutual Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northern California Pipe Trades Pension Plan in CA (2,375 participants, $941M 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.