Federated Mutual Retirement Plan

Compiled by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Federated Mutual Insurance Company · Minnesota · Finance & Insurance

What the 2023 filing shows

Federated Mutual Retirement Plan holds $654M for 2,377 participants — about $275,097 per participant, down 33.2% over the 2022 plan year.

$654M
total plan assets (2022 EOY): 2,377
covered participants: $275,097
avg assets per participant: -33.2%
assets change YoY

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.

Total Assets (2023)

$654M

Participants

2,377

State

Minnesota

Industry

Finance & Insurance

What the Filing Says About Federated Mutual Retirement Plan

Federated Mutual Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Federated Mutual Insurance Company, headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $654M in total end-of-year assets and covers 2,377 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 410417460, and the plan has been effective since 1960-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $980M at the beginning of 2022 to $654M at year-end — a decline of 33.2%. Net assets (after liabilities) closed the year at $651M, with reported net income of $-322,960,838 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$980M
Total Assets (End of Year)	$654M
Net Assets (End of Year)	$651M
Net Income	$-322,960,838
Plan Type	Defined Benefit (Pension)
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.

3M Employee Retirement Income Plan $14.3B · 10,638
Mayo Pension Plan $11.0B · 69,155
The Travelers Pension Plan $4.2B · 24,884
General Mills Pension Plan I $4.0B · 383
U.S. Bank Pension Plan $4.0B · 56,287

Compare Federated Mutual Retirement Plan side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Federated Mutual Retirement Plan? ▼

As of the 2022 Form 5500 filing, Federated Mutual Retirement Plan holds $654M in total assets with 2,377 participants. It is sponsored by Federated Mutual Insurance Company.

What type of plan is Federated Mutual Retirement Plan? ▼

Federated Mutual Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1960-01-01. The plan is filed with the U.S. Department of Labor under EIN 410417460.

Who sponsors the Federated Mutual Retirement Plan? ▼

Federated Mutual Retirement Plan is sponsored by Federated Mutual Insurance Company, located in Minnesota. The sponsor's EIN is 410417460 and the plan operates in the Finance & Insurance industry.

How did Federated Mutual Retirement Plan perform in 2022? ▼

Federated Mutual Retirement Plan declined by 33.2% during 2022, moving from $980M to $654M in total assets. Net income was $-322,960,838.

Where can I find official filings for Federated Mutual Retirement Plan? ▼

Official Form 5500 filings for Federated Mutual Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410417460 or plan name at efast.dol.gov.

How does Federated Mutual Retirement Plan compare to other plans? ▼

You can compare Federated Mutual Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.