401(k) · DOL Form 5500 · 2022

Texas Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$237M
Total assets Near avg plan size
941
Participants Near avg headcount
96th
Percentile by assets National rank
$252,276
Avg per participant Above avg balance/head
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Official DOL plan name: Texas Mutual Insurance Company Retirement Savings Plan · Sponsored by Texas Mutual Insurance Company · Texas · Finance & Insurance

$237M in assets, 941 participants

Texas Mutual Insurance Company's Texas Mutual Insurance Company Retirement Savings Plan reported $237M in total assets and 941 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,654 in Finance & Insurance (9,261 peers)

Where Texas Mutual Insurance Company Retirement Savings Plan sits by assets

Texas Mutual Insurance Company Retirement Savings Plan sits in the top 5% of all filed plans by assets, $237M for 941 participants (~$252,276/participant), down 18.6% in 2022.

#8,654
in Finance & Insurance (9,261 peers)
-18.6%
assets change YoY
2.4×
vs typical plan assets (national mean)

The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Texas Mutual Insurance Company Retirement Savings Plan's outsized position by total assets

Texas Mutual Insurance Company Retirement Savings Plan vs every filed plan by assets

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

$237,391,256 Top 4% higher than 96% 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

Texas Mutual Insurance Company Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Mutual Insurance Company Retirement Savings Plan sits mid-pack in the medium band (941 participants).

Published 5500 schedule card

Filing strip 742615873 · Texas Mutual Insurance Company PY 2022 · 401(k)

Texas Mutual Insurance Company Retirement Savings Plan · $237M · 941 · 96th

  • BOOK $237M
  • VS-ST 941
  • BOY 96th
  • SCH 401(k)
  • EBSA near Reliance Standard Life Insurance Company Retirement Savings Plan
  • PART ind #8654

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 Texas →

Texas Mutual Insurance Company Retirement Savings Plan in the asset neighbourhood

Kemira Group 401(k) Plan$238MFragomen, Del Rey, Bernsen & Loewy, LLP 401(k) Profit Sharing PlanFragomen, Del Rey, Bernsen &…$238MTexas Mutual Insurance Company Retirement Savings PlanTexas Mutual Insurance Compa…$237MReliance Standard Life Insurance Company Retirement Savings PlanReliance Standard Life Insur…$237MSwbg, LLC 401(k) Plan$237M
End-of-year total assets ($M) among Texas Mutual Insurance Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$292M
Net Assets (End of Year)$237M
Net Income-$54M
Employer EIN742615873
Plan Effective Date2008-03-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Mutual Insurance Company)

Sponsor-wide plan assets over time

All Texas Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$345M 45.25464408849162% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $237M $345M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 941 $237M
2023 1 985 $291M
2024 1 1,034 $345M

Nearby 401(k) Plans in Texas

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

Texas Mutual Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Texas Mutual Insurance Company Retirement Savings Plan, Total assets ($B): 0.237391256 · Participants: 941Texas Mutual Insurance Company Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Texas Mutual Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Mutual Insurance Company Retirement Savings Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Reliance Standard Life Insurance Company Retirement Savings Plan in PA ($237M); by covered participants it is Origin Bancorp, Inc. Employee Retirement Plan in LA (941 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($237M here).

Similar participant headcount

Nearest other-state filings by covered participants (941 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 Texas Mutual Insurance Company Retirement Savings Plan assets move in 2022? ▼
Texas Mutual Insurance Company Retirement Savings Plan declined sharply - down 18.6% during 2022, from $292M to $237M. Reported net income was -$54M.
How have Texas Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Mutual Insurance Company's sponsor-wide assets grew 45.3%, from $237M to $345M.
Where does Texas Mutual Insurance Company Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Texas Mutual Insurance Company Retirement Savings Plan ranks in the 96th 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 Texas Mutual Insurance Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reliance Standard Life Insurance Company Retirement Savings Plan in PA ($237M, 2,070 participants).
Which 401(k) plans cover a similar participant headcount to Texas Mutual Insurance Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Origin Bancorp, Inc. Employee Retirement Plan in LA (941 participants, $80M 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 742615873.

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.