Defined Benefit (Pension) · DOL Form 5500 · 2022
Federated Mutual Insurance Company Pension Plan
Data updated 2026-08-11
- $654M
- Total assets
- 2,377
- Participants
- 98th
- Percentile by assets
- $275,097
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $654M
- total plan assets (2022 EOY)
- 2,377
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $275,097
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Federated Mutual Retirement Plan reports 2,377 participants - 2.1x that state average ($654M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $980M |
|---|---|
| Net Assets (End of Year) | $651M |
| Net Income | -$323M |
| Employer EIN | 410417460 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Federated Mutual Insurance Company)
| 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
- 3M Employee Retirement Income Plan $14.0B · 12,160
- Mayo Pension Plan $10.3B · 66,434
- The Travelers Pension Plan $3.9B · 25,144
- U.S. Bank Pension Plan $3.7B · 55,836
- Target Corporation Pension Plan $3.3B · 50,515
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Federated Mutual Retirement Plan by total assets, not by location.
- Jm Family Enterprises, Inc. Associates' Retirement Plan (FL) $653M · 4,167
- Jones Day Qualified Defined Benefit Plan (OH) $653M · 946
- Totalenergies Finance USA, Inc. Pension Plan (TX) $655M · 563
- Sheet Metal Workers' Local 73 Pension Fund (IL) $653M · 1,887
Frequently Asked Questions
How did Federated Mutual Retirement Plan assets move in 2022? ▼
How have Federated Mutual Insurance Company plan assets changed over time? ▼
Where does Federated Mutual Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Federated Mutual Retirement Plan? ▼
Next read for Federated Mutual Retirement Plan
Filing takeaways
Ways to act on Federated Mutual Retirement Plan's numbers.
- By total assets, Federated Mutual Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Minnesota. Compare plans
- Federated Mutual Insurance Company's sponsor-wide assets have grown 25.3% since 2022 across 3 plan years on file. More Finance & Insurance plans