401(k) · DOL Form 5500 · 2022
Sfm Mutual Insurance Company 401(k) Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 279
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $262,218
- Avg per participant Above avg balance/head
Official DOL plan name: Sfm Mutual Insurance Company Savings and Retirement Plan · Sponsored by Sfm Mutual Insurance Company · Minnesota · Finance & Insurance
$73M in assets, 279 participants
Sfm Mutual Insurance Company's Sfm Mutual Insurance Company Savings and Retirement Plan reported $73M in total assets and 279 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #7,897 in Finance & Insurance (9,261 peers)
Coverage in Minnesota
Sfm Mutual Insurance Company Savings and Retirement Plan covers 279 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $73M.
- #7,897
- in Finance & Insurance (9,261 peers)
- -13.9%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sfm Mutual Insurance Company Savings and Retirement Plan's outsized position by total assets
Sfm Mutual Insurance Company Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$73,158,735 Top 9% higher than 91% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sfm Mutual Insurance Company Savings and Retirement 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. Sfm Mutual Insurance Company Savings and Retirement Plan sits mid-pack in the medium band (279 participants).
Form 5500 schedule snapshot
Filing strip 411459789 · Sfm Mutual Insurance Company PY 2022 · 401(k)
Sfm Mutual Insurance Company Savings and Retirement Plan · $73M · 279 · 91st
- PHOTO $73M
- IND 279
- EOY 91st
- 5500 401(k)
- ASSETS near Boys & Girls Clubs of America National 401(k) Plan
- PCT ind #7897
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 →
Sfm Mutual Insurance Company Savings and Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | -$12M |
| Employer EIN | 411459789 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sfm Mutual Insurance Company)
Sponsor-wide plan assets over time
All Sfm Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $92M 25.320954497094572% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 279 | $73M |
| 2023 | 1 | 307 | $81M |
| 2024 | 1 | 336 | $92M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Sfm Mutual Insurance Company Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Boys & Girls Clubs of America National 401(k) Plan in GA ($73M); by covered participants it is Norwalk Hospital Employee Savings Plan in CT (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- Boys & Girls Clubs of America National 401(k) Plan (GA) $73M · 471
- University Healthcare Alliance 401(k) Plan (CA) $73M · 1,223
- Sandberg, Phoenix & Von Gontard P.C. Savings Plan (MO) $73M · 301
- Hendricks Group 401(k) Plan (WI) $73M · 2,524
Similar participant headcount
Nearest other-state filings by covered participants (279 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.