401(k) · DOL Form 5500 · 2022
Travelers Companies, Inc. 401(k) Plan
Data updated 2026-08-06
- $8.0B
- Total assets
- 27,710
- Participants
- 100th
- Percentile by assets
- $288,948
- Avg per participant
Official DOL plan name: The Travelers 401(k) Savings Plan · Sponsored by Travelers Companies, Inc. · Minnesota · Finance & Insurance
$8.0B in assets, 27,710 participants
Travelers Companies, Inc.'s The Travelers 401(k) Savings Plan reported $8.0B in total assets and 27,710 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,258 plans)
- #9,245 in Finance & Insurance (9,267 peers)
Coverage in Minnesota
The Travelers 401(k) Savings Plan covers 27,710 participants in Minnesota, 24x the typical Minnesota plan (state average ~1,161 per filing). Assets: $8.0B.
- $8.0B
- total plan assets (2022 EOY)
- 27,710
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $288,948
- avg assets per participant
The plan reported a net loss of $1.5B 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 1,161 participants across 2,725 plans. The Travelers 401(k) Savings Plan reports 27,710 participants - 24x that state average ($8.0B EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $9.5B |
|---|---|
| Net Assets (End of Year) | $8.0B |
| Net Income | -$1.5B |
| Employer EIN | 410518860 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Travelers Companies, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 52,854 | $11.9B |
| 2023 | 2 | 54,534 | $13.4B |
| 2024 | 2 | 57,470 | $14.6B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Travelers 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- 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
Scale composition for The Travelers 401(k) Savings Plan
The Travelers 401(k) Savings Plan reports $8.0B in end-of-year assets across 27,710 participants (0.069% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.031% of 89,805,449 covered participants) - about $288,948 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2022 was -$1.5B.
This plan identity (EIN 410518860, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.0B to $10.4B (+29.7%) while covered participants moved from 27,710 to 30,233 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 27,710 | $8.0B | This page |
| 2023 | 29,650 | $9.2B | Open filing |
| 2024 · index core | 30,233 | $10.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Travelers 401(k) Savings Plan (401(k), $10.4B, 30,233 participants)
- The Travelers Pension Plan (Defined Benefit (Pension), $4.2B, 27,237 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Travelers 401(k) Savings Plan by total assets, not by location.
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan (NY) $8.0B · 14,349
- Southwest Airlines Co. 401(k) Plan (TX) $8.0B · 50,590
- The Vanguard Retirement and Savings Plan (PA) $8.1B · 17,073
- The PNC Financial Services Group, Inc. Incentive Savings Plan (PA) $8.1B · 59,451
Frequently Asked Questions
How did The Travelers 401(k) Savings Plan assets move in 2022? ▼
How have Travelers Companies, Inc. plan assets changed over time? ▼
Where does The Travelers 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Travelers 401(k) Savings Plan? ▼
Next read for The Travelers 401(k) Savings Plan
Filing takeaways
Ways to act on The Travelers 401(k) Savings Plan's numbers.
- By total assets, The Travelers 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Travelers Companies, Inc.'s sponsor-wide assets have grown 22.4% since 2022 across 3 plan years on file. More Finance & Insurance plans