401(k) · DOL Form 5500 · 2022
Travelers Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $8.0B
- Total assets Very large vs avg
- 27,710
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $288,948
- Avg per participant High balance/head
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.
- #9,239 in Finance & Insurance (9,261 peers)
Coverage in Minnesota
The Travelers 401(k) Savings Plan covers 27,710 participants in Minnesota, 25x the typical Minnesota plan (state average ~1,126 per filing). Assets: $8.0B.
- #9,239
- in Finance & Insurance (9,261 peers)
- -15.5%
- assets change YoY
- 80×
- vs typical plan assets (national mean)
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.
The Travelers 401(k) Savings Plan's outsized position by total assets
The Travelers 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,006,757,796 Highest reported value at or above every one 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
The Travelers 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Travelers 401(k) Savings Plan is a mega filing (27,710 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 410518860 · Travelers Companies, Inc. PY 2022 · 401(k)
The Travelers 401(k) Savings Plan · $8.0B · 27,710 · 100th
- PCT $8.0B
- EIN 27,710
- RANK 100th
- PHOTO 401(k)
- IND near McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan
- EOY ind #9239
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 →
The Travelers 401(k) Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Travelers Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14.6B 22.38938907722358% vs 2022
- 2024 filing year
| 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.
- 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 (0.065% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.030% of 93,925,755 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)
The Travelers 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan in NY ($8.0B); by covered participants it is Duke Energy Retirement Savings Plan in NC (27,731 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (27,710 participants); asset peers above are excluded.
- Duke Energy Retirement Savings Plan (NC) 27,731 · 21 off
- Pfizer Savings Plan (NJ) 27,796 · 86 off
- Baycare Health System Retirement Plan (FL) 27,548 · 162 off
- Bnsf Railway Company Non-Salaried Employees 401(k) Retirement Plan (TX) 27,463 · 247 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.