401(k) · DOL Form 5500 · 2022
Shelter Mutual Insurance Company 401(k) Plan
Data updated 2026-08-11
- $568M
- Total assets
- 2,039
- Participants
- 98th
- Percentile by assets
- $278,351
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $568M
- total plan assets (2022 EOY)
- 2,039
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $278,351
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company reports 2,039 participants - 2.8x that state average ($568M EOY assets).
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)
| 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.
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company vs. nearby 401(k) plans in Missouri, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company by total assets, not by location.
- 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
Frequently Asked Questions
How did The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company assets move in 2022? ▼
How have Shelter Mutual Insurance Company plan assets changed over time? ▼
Where does The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company? ▼
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Filing takeaways
Ways to act on The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company's numbers.
- By total assets, The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Shelter Mutual Insurance Company's sponsor-wide assets have grown 10.1% since 2022 across 3 plan years on file. More Finance & Insurance plans