Defined Benefit (Pension) · DOL Form 5500 · 2022

Shelter Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$605M
Total assets Above avg plan size
1,870
Participants Near avg headcount
98th
Percentile by assets National rank
$323,645
Avg per participant High balance/head
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Official DOL plan name: Shelter Insurance Employees Retirement Plan · Sponsored by Shelter Mutual Insurance Company · Missouri · Finance & Insurance

$605M in assets, 1,870 participants

Shelter Mutual Insurance Company's Shelter Insurance Employees Retirement Plan reported $605M in total assets and 1,870 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,950 in Finance & Insurance (9,261 peers)

Coverage in Missouri

Shelter Insurance Employees Retirement Plan covers 1,870 participants in Missouri, 2.5x the typical Missouri plan (state average ~737 per filing). Assets: $605M.

#8,950
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY
6.1×
vs typical plan assets (national mean)

The plan reported a net loss of $133M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelter Insurance Employees Retirement Plan's outsized position by total assets

Shelter Insurance Employees Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$605,217,020 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Shelter Insurance Employees Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelter Insurance Employees Retirement Plan lands in the large band (1,870 participants).

Published 5500 schedule card

Filing strip 430613000 · Shelter Mutual Insurance Company PY 2022 · Defined Benefit (Pension)

Shelter Insurance Employees Retirement Plan · $605M · 1,870 · 98th

  • TYPE $605M
  • TYPE 1,870
  • TYPE 98th
  • TYPE Defined Benefit (Pension)
  • TYPE near Tiffany and Company Pension Plan
  • TYPE ind #8950

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 Missouri →

Shelter Insurance Employees Retirement Plan in the asset neighbourhood

Joint Pension Fund of Local Union No 102Joint Pension Fund of Local …$608MTruck Drivers & Helpers Local Union No. 355 Retirement PlanTruck Drivers & Helpers Loca…$607MTiffany and Company Pension PlanTiffany and Company Pension …$607MShelter Insurance Employees Retirement PlanShelter Insurance Employees …$605MOwens Corning Merged Retirement PlanOwens Corning Merged Retirem…$603M
End-of-year total assets ($M) among Shelter Insurance Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$738M
Net Assets (End of Year)$605M
Net Income-$133M
Employer EIN430613000
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelter Mutual Insurance Company)

Sponsor-wide plan assets over time

All Shelter Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 10.10008044195032% vs 2022
2024 filing year
$1.15B$1.2B$1.25B$1.3B$1.35B 202220232024 $1.17B $1.29B ▲ +10.3%
Year Plans Participants Total Assets
2022 2 3,909 $1.2B
2023 2 3,771 $1.3B
2024 2 3,693 $1.3B

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shelter Insurance Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 02468 Total assets ($B) Participants Shelter Insurance Employees Retirement Plan, Total assets ($B): 0.60521702 · Participants: 1870Shelter Insurance Employees Retirement PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.485527737 · Participants: 31010Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.442367346 · Participants: 10080Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.376779083 · Participants: 15460Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.256518868 · Participants: 8767Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.12779001 · Participants: 4763Emerson Electric Company Retirement Plan
Shelter Insurance Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Shelter Insurance Employees Retirement Plan side-by-side with 3 peers →

Shelter Insurance Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Tiffany and Company Pension Plan in NY ($607M); by covered participants it is First Financial Bancorp Employees' Pension Plan and Trust in OH (1,869 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($605M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,870 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.

Frequently Asked Questions

How did Shelter Insurance Employees Retirement Plan assets move in 2022? ▼
Shelter Insurance Employees Retirement Plan declined sharply - down 18.0% during 2022, from $738M to $605M. Reported net income was -$133M.
How have Shelter Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelter Mutual Insurance Company's sponsor-wide assets grew 10.1%, from $1.2B to $1.3B.
Where does Shelter Insurance Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Shelter Insurance Employees Retirement Plan ranks in the 98th 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 Defined Benefit (Pension) plans are similar in size to Shelter Insurance Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tiffany and Company Pension Plan in NY ($607M, 1,011 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shelter Insurance Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Financial Bancorp Employees' Pension Plan and Trust in OH (1,869 participants, $133M in assets).

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 430613000.

Read our methodology - how this data is sourced, computed, and verified.

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