401(k) · DOL Form 5500 · 2022

Arbella Mutual Insurance Company 401(k) Plan

Data updated 2026-08-11

$254M
Total assets
998
Participants
96th
Percentile by assets
$254,165
Avg per participant
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Official DOL plan name: Arbella 401(k) Savings Plan · Sponsored by Arbella Mutual Insurance Company · Massachusetts · Finance & Insurance

$254M in assets, 998 participants

Arbella Mutual Insurance Company's Arbella 401(k) Savings Plan reported $254M in total assets and 998 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.

  • 96th percentile by assets (of 139,126 plans)
  • #8,685 in Finance & Insurance (9,261 peers)

Where Arbella 401(k) Savings Plan sits by assets

Arbella 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $254M for 998 participants (~$254,165/participant), down 19.4% in 2022.

$254M
total plan assets (2022 EOY)
998
covered participants
96th
percentile by assets (of 139,126 plans)
$254,165
avg assets per participant

The plan reported a net loss of $61M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Arbella 401(k) Savings Plan vs the 2022 asset distribution

By assets, Arbella 401(k) Savings Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$315M
Net Assets (End of Year)$254M
Net Income-$61M
Employer EIN043022050
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arbella Mutual Insurance Company)

$200M$250M$300M$350M 202220232024 $254M $332M ▲ +30.8%
Total plan assets by year, all Arbella Mutual Insurance Company plans on file
Year Plans Participants Total Assets
2022 1 998 $254M
2023 1 1,021 $292M
2024 1 1,041 $332M

Nearby 401(k) Plans in Massachusetts

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

Arbella 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Arbella 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants Arbella 401(k) Savin…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Philips North Americ…Boston Scientific Co…
Arbella 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Arbella 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Arbella 401(k) Savings Plan assets move in 2022?
Arbella 401(k) Savings Plan declined sharply - down 19.4% during 2022, from $315M to $254M. Reported net income was -$61M.
How have Arbella Mutual Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Arbella Mutual Insurance Company's sponsor-wide assets grew 30.8%, from $254M to $332M.
Where does Arbella 401(k) Savings Plan rank by assets among Form 5500 filers?
Arbella 401(k) 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 Arbella 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Faith Technologies Incorporated 401(k) Retirement Plan in WI ($254M, 2,568 participants).

Scale reading

Ways to act on Arbella 401(k) Savings Plan's numbers.