401(k) · DOL Form 5500 · 2022

Bear River Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
112
Participants Small participant base
69th
Percentile by assets National rank
$108,977
Avg per participant Below avg balance/head
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Official DOL plan name: Bear River Mutual Insurance Company Profit Sharing Plan 401(k) · Sponsored by Bear River Mutual Insurance Company · Utah · Finance & Insurance

$12M in assets, 112 participants

Bear River Mutual Insurance Company's Bear River Mutual Insurance Company Profit Sharing Plan 401(k) reported $12M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,874 in Finance & Insurance (9,261 peers)

Coverage in Utah

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) covers 112 participants in Utah, about 19% of the average Utah filer (state average ~592 per filing). Assets: $12M.

#4,874
in Finance & Insurance (9,261 peers)
-15.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bear River Mutual Insurance Company Profit Sharing Plan 401(k)'s outsized position by total assets

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) vs every filed plan by assets

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

$12,205,416 Top 31% higher than 69% 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

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bear River Mutual Insurance Company Profit Sharing Plan 401(k) sits mid-pack in the medium band (112 participants).

DOL schedule card

Filing strip 870114580 · Bear River Mutual Insurance Company PY 2022 · 401(k)

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) · $12M · 112 · 69th

  • PART $12M
  • PART 112
  • PART 69th
  • PART 401(k)
  • PART near Tennessee Farm Bureau Federation Retirement Savings Plan
  • PART ind #4874

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 Utah →

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) in the asset neighbourhood

Bear River Mutual Insurance Company Profit Sharing Plan 401(k)Bear River Mutual Insurance …$12MTennessee Farm Bureau Federation Retirement Savings PlanTennessee Farm Bureau Federa…$12MIfa Rotorion North America, LLC 401(k) PlanIfa Rotorion North America, …$12MIdd Aerospace Corporation 401(k) Profit Sharing PlanIdd Aerospace Corporation 40…$12MRed Canary 401(k) Plan$12M
End-of-year total assets ($M) among Bear River Mutual Insurance Company Profit Sharing Plan 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN870114580
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bear River Mutual Insurance Company)

Sponsor-wide plan assets over time

All Bear River Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.63476617454225% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $30.5M ▲ +29.6%
Year Plans Participants Total Assets
2022 2 207 $24M
2023 2 204 $27M
2024 2 263 $31M

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Bear River Mutual Insurance Company Profit Sharing Plan 401(k), Total assets ($B): 0.012205416 · Participants: 112Bear River Mutual Insurance Company Profit Sharing Plan 401(k)Deseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Bear River Mutual Insurance Company Profit Sharing Plan 401(k) vs. nearby 401(k) plans in Utah, assets vs. participants

Bear River Mutual Insurance Company Profit Sharing Plan 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Tennessee Farm Bureau Federation Retirement Savings Plan in TN ($12M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Bear River Mutual Insurance Company Profit Sharing Plan 401(k) assets move in 2022?
Bear River Mutual Insurance Company Profit Sharing Plan 401(k) declined sharply - down 15.1% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Bear River Mutual Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Bear River Mutual Insurance Company's sponsor-wide assets grew 29.6%, from $24M to $31M.
Which 401(k) plans are similar in size to Bear River Mutual Insurance Company Profit Sharing Plan 401(k)?
Among 401(k) plans in other states, the closest by assets is Tennessee Farm Bureau Federation Retirement Savings Plan in TN ($12M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Bear River Mutual Insurance Company Profit Sharing Plan 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M in assets).