401(k) · DOL Form 5500 · 2022
Liberty Mutual Group Inc. 401(k) Plan
Data updated 2026-08-25
- $8.8B
- Total assets Very large vs avg
- 32,843
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $267,881
- Avg per participant High balance/head
Official DOL plan name: Liberty Mutual 401(k) Plan · Sponsored by Liberty Mutual Group Inc. · Massachusetts · Finance & Insurance
$8.8B in assets, 32,843 participants
Liberty Mutual Group Inc.'s Liberty Mutual 401(k) Plan reported $8.8B in total assets and 32,843 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.
- #9,245 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Liberty Mutual 401(k) Plan covers 32,843 participants in Massachusetts, 50x the typical Massachusetts plan (state average ~659 per filing). Assets: $8.8B.
- #9,245
- in Finance & Insurance (9,261 peers)
- -13.3%
- assets change YoY
- 88×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.9B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Liberty Mutual 401(k) Plan's outsized position by total assets
Liberty Mutual 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,798,029,450 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
Liberty Mutual 401(k) 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. Liberty Mutual 401(k) Plan is a mega filing (32,843 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 043583679 · Liberty Mutual Group Inc. PY 2022 · 401(k)
Liberty Mutual 401(k) Plan · $8.8B · 32,843 · 100th
- SCH $8.8B
- SCH 32,843
- SCH 100th
- SCH 401(k)
- SCH near Hp Inc. 401(k) Plan
- SCH ind #9245
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 Massachusetts →
Liberty Mutual 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $10.1B |
|---|---|
| Net Assets (End of Year) | $8.5B |
| Net Income | -$1.9B |
| Employer EIN | 043583679 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Mutual Group Inc.)
Sponsor-wide plan assets over time
All Liberty Mutual Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17.6B 13.170791316782784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 65,930 | $15.6B |
| 2023 | 2 | 74,197 | $17.4B |
| 2024 | 2 | 69,528 | $17.6B |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
- State Street Salary Savings Program $4.8B · 12,421
Scale composition for Liberty Mutual 401(k) Plan
Liberty Mutual 401(k) Plan reports $8.8B in end-of-year assets across 32,843 participants (0.071% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.035% of 93,925,755 covered participants) - about $267,881 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2022 was -$1.9B.
This plan identity (EIN 043583679, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.8B to $11.4B (+29.0%) while covered participants moved from 32,843 to 34,618 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 32,843 | $8.8B | This page |
| 2023 | 37,052 | $10.6B | Open filing |
| 2024 · index core | 34,618 | $11.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Liberty Mutual 401(k) Plan (401(k), $11.4B, 34,618 participants)
- Liberty Mutual Retirement Benefit Plan (Defined Benefit (Pension), $6.3B, 34,910 participants)
Liberty Mutual 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Hp Inc. 401(k) Plan in TX ($8.9B); by covered participants it is Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees in MI (32,974 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8.8B here).
- Hp Inc. 401(k) Plan (TX) $8.9B · 13,940
- The Lilly Employee 401(k) Plan (IN) $8.9B · 15,607
- John Deere Savings and Investment Plan (IL) $8.7B · 18,052
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan (MO) $8.7B · 47,923
Similar participant headcount
Nearest other-state filings by covered participants (32,843 participants); asset peers above are excluded.
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees (MI) 32,974 · 131 off
- Westrock Company 401(k) Retirement Savings Plan (GA) 33,067 · 224 off
- Staffmark Group LLC Retirement Savings Plan for Contract Employees (OH) 33,118 · 275 off
- Brookdale Senior Living Inc. 401(k) Retirement Savings Plan (TN) 32,276 · 567 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.