401(k) · DOL Form 5500 · 2022
Shelter Mutual Insurance Company 401(k) Plan
Data updated 2026-08-25
- $568M
- Total assets Above avg plan size
- 2,039
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $278,351
- Avg per participant High balance/head
Official DOL plan name: The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company · Sponsored by Shelter Mutual Insurance Company · Missouri · Finance & Insurance
$568M in assets, 2,039 participants
Shelter Mutual Insurance Company's The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company reported $568M in total assets and 2,039 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.
- #8,938 in Finance & Insurance (9,261 peers)
Coverage in Missouri
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company covers 2,039 participants in Missouri, 2.8x the typical Missouri plan (state average ~737 per filing). Assets: $568M.
- #8,938
- in Finance & Insurance (9,261 peers)
- -18.6%
- assets change YoY
- 5.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $130M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company's outsized position by total assets
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$567,557,877 Top 2% higher than 98% 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 Savings and Profit Sharing Plan for Employees of Shelter Insurance Company'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. The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company lands in the large band (2,039 participants).
EBSA filing schedule strip
Filing strip 430613000 · Shelter Mutual Insurance Company PY 2022 · 401(k)
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company · $568M · 2,039 · 98th
- SCH $568M
- EBSA 2,039
- PART 98th
- TYPE 401(k)
- NET near Viavi Solutions 401(k) Plan
- BOOK ind #8938
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 →
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $697M |
|---|---|
| Net Assets (End of Year) | $568M |
| Net Income | -$130M |
| Employer EIN | 430613000 |
| Plan Effective Date | 1973-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,909 | $1.2B |
| 2023 | 2 | 3,771 | $1.3B |
| 2024 | 2 | 3,693 | $1.3B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Viavi Solutions 401(k) Plan in CA ($568M); by covered participants it is Fs Brands 401(k) Plan in MA (2,039 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($568M here).
- Viavi Solutions 401(k) Plan (CA) $568M · 1,517
- University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan (WI) $567M · 2,936
- Cornerstone Building Brands 401(k) Profit Sharing Plan (TX) $567M · 16,000
- Sinclair Broadcast Group, Inc. 401(k) Retirement Savings Plan (MD) $567M · 8,536
Similar participant headcount
Nearest other-state filings by covered participants (2,039 participants); asset peers above are excluded.
- Fs Brands 401(k) Plan (MA) 2,039 · 0 off
- Foley & Lardner LLP Defined Contribution Retirement Plan (WI) 2,039 · 0 off
- Southern Motion, Inc. 401(k) Plan (MS) 2,040 · 1 off
- Barrette Outdoor Living 401(k) Retirement Savings Plan (TN) 2,040 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.