401(k) · DOL Form 5500 · 2022

Brotherhood Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
580
Participants Below avg headcount
90th
Percentile by assets National rank
$104,828
Avg per participant Below avg balance/head
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Official DOL plan name: Brotherhood Mutual Insurance Company 401(k) Plan · Sponsored by Brotherhood Mutual Insurance Company · Indiana · Finance & Insurance

$61M in assets, 580 participants

Brotherhood Mutual Insurance Company's Brotherhood Mutual Insurance Company 401(k) Plan reported $61M in total assets and 580 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,690 in Finance & Insurance (9,261 peers)

Where Brotherhood Mutual Insurance Company 401(k) Plan sits by assets

Brotherhood Mutual Insurance Company 401(k) Plan sits in the top 10% of all filed plans by assets, $61M for 580 participants (~$104,828/participant), down 11.7% in 2022.

#7,690
in Finance & Insurance (9,261 peers)
-11.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brotherhood Mutual Insurance Company 401(k) Plan's outsized position by total assets

Brotherhood Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$60,800,222 Top 10% higher than 90% 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

Brotherhood Mutual Insurance Company 401(k) Plan 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. Brotherhood Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (580 participants).

Form 5500 schedule snapshot

Filing strip 350198580 · Brotherhood Mutual Insurance Company PY 2022 · 401(k)

Brotherhood Mutual Insurance Company 401(k) Plan · $61M · 580 · 90th

  • IND $61M
  • EOY 580
  • 5500 90th
  • ASSETS 401(k)
  • PCT near Pennsylvania State Education Association 401(k) Retirement Plan
  • EIN ind #7690

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 Indiana →

Brotherhood Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Brotherhood Mutual Insurance Company 401(k) PlanBrotherhood Mutual Insurance…$61MPennsylvania State Education Association 401(k) Retirement PlanPennsylvania State Education…$61MOssur Americas, Inc. 401(k) Retirement Savings PlanOssur Americas, Inc. 401(k) …$61MNew Country Motor Car Salary Deferral 401(k) PlanNew Country Motor Car Salary…$61MJoele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing PlanJoele Frank, Wilkinson Brimm…$61M
End-of-year total assets ($M) among Brotherhood Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$61M
Net Income-$8M
Employer EIN350198580
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brotherhood Mutual Insurance Company)

Sponsor-wide plan assets over time

All Brotherhood Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$86M 41.576083389958676% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.8M $86.1M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 580 $61M
2023 1 617 $76M
2024 1 649 $86M

Nearby 401(k) Plans in Indiana

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

Brotherhood Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Brotherhood Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.060800222 · Participants: 580Brotherhood Mutual Insurance Company 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Brotherhood Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Brotherhood Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Brotherhood Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Pennsylvania State Education Association 401(k) Retirement Plan in PA ($61M); by covered participants it is The Motley Fool Holdings, Inc. 401(k) Plan in VA (580 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (580 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 Brotherhood Mutual Insurance Company 401(k) Plan assets move in 2022? ▼
Brotherhood Mutual Insurance Company 401(k) Plan pulled back noticeably - down 11.7% during 2022, from $69M to $61M. Reported net income was -$8M.
How have Brotherhood Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brotherhood Mutual Insurance Company's sponsor-wide assets grew 41.6%, from $61M to $86M.
Where does Brotherhood Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Brotherhood Mutual Insurance Company 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Brotherhood Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pennsylvania State Education Association 401(k) Retirement Plan in PA ($61M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Brotherhood Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Motley Fool Holdings, Inc. 401(k) Plan in VA (580 participants, $110M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 350198580.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.