401(k) · DOL Form 5500 · 2022
Liberty Mutual Group Inc. 401(k) Plan
Data updated 2026-08-11
- $8.8B
- Total assets
- 32,843
- Participants
- 100th
- Percentile by assets
- $267,881
- Avg per participant
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.
- 100th percentile by assets (of 139,126 plans)
- #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.
- $8.8B
- total plan assets (2022 EOY)
- 32,843
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $267,881
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Liberty Mutual 401(k) Plan reports 32,843 participants - 50x that state average ($8.8B EOY assets).
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.)
| 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.
Liberty Mutual 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Liberty Mutual 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Liberty Mutual 401(k) Plan assets move in 2022? ▼
How have Liberty Mutual Group Inc. plan assets changed over time? ▼
Where does Liberty Mutual 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Liberty Mutual 401(k) Plan? ▼
Next read for Liberty Mutual 401(k) Plan
Filing takeaways
Ways to act on Liberty Mutual 401(k) Plan's numbers.
- By total assets, Liberty Mutual 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Liberty Mutual Group Inc.'s sponsor-wide assets have grown 13.2% since 2022 across 3 plan years on file. More Finance & Insurance plans