401(k)
2022 plan-year 401(k) DOL Form 5500

The Travelers 401(k) Savings Plan

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

Sponsored by Travelers Companies, Inc. · Minnesota · Finance & Insurance

What the 2023 filing shows

The Travelers 401(k) Savings Plan holds $8.0B for 27,710 participants — about $288,948 per participant, down 15.5% over the 2022 plan year.

$8.0B
total plan assets (2022 EOY)
27,710
covered participants
$288,948
avg assets per participant
-15.5%
assets change YoY

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.

Total Assets (2023)
$8.0B
Participants
27,710
State
Industry
Finance & Insurance

What the Filing Says About The Travelers 401(k) Savings Plan

The Travelers 401(k) Savings Plan is a 401(k) retirement plan sponsored by Travelers Companies, Inc., headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $8.0B in total end-of-year assets and covers 27,710 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 410518860, and the plan has been effective since 1960-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9.5B at the beginning of 2022 to $8.0B at year-end — a decline of 15.5%. Net assets (after liabilities) closed the year at $8.0B, with reported net income of $-1,462,965,345 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)$9.5B
Total Assets (End of Year)$8.0B
Net Assets (End of Year)$8.0B
Net Income$-1,462,965,345
Plan Type401(k)
Employer EIN410518860
Plan Effective Date1960-01-01
Filing StatusFILING 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.

Frequently Asked Questions

How much money is in the The Travelers 401(k) Savings Plan?
As of the 2022 Form 5500 filing, The Travelers 401(k) Savings Plan holds $8.0B in total assets with 27,710 participants. It is sponsored by Travelers Companies, Inc..
What type of plan is The Travelers 401(k) Savings Plan?
The Travelers 401(k) Savings Plan is a 401(k) plan. It has been effective since 1960-01-01. The plan is filed with the U.S. Department of Labor under EIN 410518860.
Who sponsors the The Travelers 401(k) Savings Plan?
The Travelers 401(k) Savings Plan is sponsored by Travelers Companies, Inc., located in Minnesota. The sponsor's EIN is 410518860 and the plan operates in the Finance & Insurance industry.
How did The Travelers 401(k) Savings Plan perform in 2022?
The Travelers 401(k) Savings Plan declined by 15.5% during 2022, moving from $9.5B to $8.0B in total assets. Net income was $-1,462,965,345.
Where can I find official filings for The Travelers 401(k) Savings Plan?
Official Form 5500 filings for The Travelers 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410518860 or plan name at efast.dol.gov.
How does The Travelers 401(k) Savings Plan compare to other plans?
You can compare The Travelers 401(k) Savings Plan against other 401(k) 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.

Explore PlainRetire

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 410518860.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.