401(k) · DOL Form 5500 · 2023

The Mosaic Company 401(k) Plan

Data updated 2026-08-25

$791M
Total assets Above avg plan size
2,033
Participants Near avg headcount
98th
Percentile by assets National rank
$388,852
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mosaic Investment Plan · Sponsored by The Mosaic Company · Florida · Manufacturing

$791M in assets, 2,033 participants

The Mosaic Company's Mosaic Investment Plan reported $791M in total assets and 2,033 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #18,160 in Manufacturing (18,722 peers)

Coverage in Florida

Mosaic Investment Plan covers 2,033 participants in Florida, 3.2x the typical Florida plan (state average ~628 per filing). Assets: $791M.

#18,160
in Manufacturing (18,722 peers)
+11.5%
assets growth YoY
7.9×
vs typical plan assets (national mean)

Mosaic Investment Plan's outsized position by total assets

Mosaic Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$790,536,875 Top 2% higher than 98% of 127,068 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 2023

Mosaic Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mosaic Investment Plan lands in the large band (2,033 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mosaic Investment Plan reported net income rose from -$156M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Mosaic Investment Plan end-of-year assets rose from $709M in the plan year 2022 filing to $791M in the plan year 2023 filing.
  • Mosaic Investment Plan reported participants rose from 1,937 in the plan year 2022 filing to 2,033 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201026454 · The Mosaic Company PY 2023 · 401(k)

Mosaic Investment Plan · $791M · 2,033 · 98th

  • BOOK $791M
  • VS-ST 2,033
  • BOY 98th
  • SCH 401(k)
  • EBSA near Victoria's Secret & Co. 401(k) Savings and Retirement Plan
  • PART ind #18160

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 Manufacturing retirement plans → · Plans in Florida →

Mosaic Investment Plan in the asset neighbourhood

Pioneer Natural Resources USA, Inc. 401(k) and Matching PlanPioneer Natural Resources US…$792MAssociated Banc-Corp 401(k) and Employee Stock Ownership PlanAssociated Banc-Corp 401(k) …$792MMosaic Investment Plan$791MVictoria's Secret & Co. 401(k) Savings and Retirement PlanVictoria's Secret & Co. 401(…$790MKnight-Swift Transportation Holdings Inc. Retirement PlanKnight-Swift Transportation …$789M
End-of-year total assets ($M) among Mosaic Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$709M
Net Assets (End of Year)$791M
Net Income$80M
Employer EIN201026454
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mosaic Company)

Sponsor-wide plan assets over time

All The Mosaic Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 17.31045148188508% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.98B $1.15B ▲ +17.3%
Year Plans Participants Total Assets
2022 3 4,405 $980M
2023 3 3,873 $1.1B
2024 2 3,929 $1.2B

Nearby 401(k) Plans in Florida

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

Mosaic Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 05101520 Total assets ($B) Participants Mosaic Investment Plan, Total assets ($B): 0.790536875 · Participants: 2033Mosaic Investment PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Mosaic Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Mosaic Investment Plan side-by-side with 3 peers →

Mosaic Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Victoria's Secret & Co. 401(k) Savings and Retirement Plan in OH ($790M); by covered participants it is Fernandez Holdings, Inc. 401(k) Plan in CA (2,033 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,033 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mosaic Investment Plan assets move in 2023? ▼
Mosaic Investment Plan grew at a solid clip - up 11.5% during 2023, from $709M to $791M. Reported net income was $80M.
How have The Mosaic Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mosaic Company's sponsor-wide assets grew 17.3%, from $980M to $1.2B.
Where does Mosaic Investment Plan rank by assets among Form 5500 filers? ▼
Mosaic Investment Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Mosaic Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Victoria's Secret & Co. 401(k) Savings and Retirement Plan in OH ($790M, 16,750 participants).
Which 401(k) plans cover a similar participant headcount to Mosaic Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fernandez Holdings, Inc. 401(k) Plan in CA (2,033 participants, $104M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201026454.

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.