401(k) · DOL Form 5500 · 2022

Union Mutual Fire Insurance Company 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
87
Participants Small participant base
83rd
Percentile by assets National rank
$364,271
Avg per participant High balance/head
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Official DOL plan name: Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust · Sponsored by Union Mutual Fire Insurance Company · Vermont · Finance & Insurance

$32M in assets, 87 participants

Union Mutual Fire Insurance Company's Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust reported $32M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,790 in Finance & Insurance (9,261 peers)

Where Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust sits by assets

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust sits in the top quartile of all filed plans by assets, $32M for 87 participants (~$364,271/participant), down 17.1% in 2022.

#6,790
in Finance & Insurance (9,261 peers)
-17.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust's outsized position by total assets

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust vs every filed plan by assets

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

$31,691,555 Top 17% higher than 83% 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

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust is a small filing (87 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 030163640 · Union Mutual Fire Insurance Company PY 2022 · 401(k)

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust · $32M · 87 · 83rd

  • EBSA $32M
  • EBSA 87
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near System Scale Corporation Employee Stock Ownership Plan
  • EBSA ind #6790

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 Vermont →

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust in the asset neighbourhood

Michael & Susan Dell Foundation 401(k) PlanMichael & Susan Dell Foundat…$32MUnion Mutual Fire Insurance Company 401(k) Employee Savings Plan and TrustUnion Mutual Fire Insurance …$32MSystem Scale Corporation Employee Stock Ownership PlanSystem Scale Corporation Emp…$32MTulsa Bone and Joint Associates Retirement PlanTulsa Bone and Joint Associa…$32MCuro Management LLC 401(k) PlanCuro Management LLC 401(k) P…$32M
End-of-year total assets ($M) among Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$32M
Net Income-$7M
Employer EIN030163640
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Mutual Fire Insurance Company)

Sponsor-wide plan assets over time

All Union Mutual Fire Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$38M 19.85515384145713% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $31.7M $38M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 87 $32M
2023 1 93 $35M
2024 1 94 $38M

Nearby 401(k) Plans in Vermont

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

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust, Total assets ($B): 0.031691555 · Participants: 87Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and TrustThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust side-by-side with 3 peers →

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is System Scale Corporation Employee Stock Ownership Plan in IN ($32M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust assets move in 2022? ▼
Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust declined sharply - down 17.1% during 2022, from $38M to $32M. Reported net income was -$7M.
How have Union Mutual Fire Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Mutual Fire Insurance Company's sponsor-wide assets grew 19.9%, from $32M to $38M.
Where does Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is System Scale Corporation Employee Stock Ownership Plan in IN ($32M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants, $3M 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 030163640.

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.