401(k) · DOL Form 5500 · 2023
The Mosaic Company 401(k) Plan
Data updated 2026-08-11
- $791M
- Total assets
- 2,033
- Participants
- 98th
- Percentile by assets
- $388,852
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $791M
- total plan assets (2023 EOY)
- 2,033
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $388,852
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Mosaic Investment Plan reports 2,033 participants - 3.2x that state average ($791M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $709M |
|---|---|
| Net Assets (End of Year) | $791M |
| Net Income | $80M |
| Employer EIN | 201026454 |
| Plan Effective Date | 1988-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Mosaic Company)
| 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
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Mosaic Investment Plan by total assets, not by location.
- Victoria's Secret & Co. 401(k) Savings and Retirement Plan (OH) $790M · 16,750
- Knight-Swift Transportation Holdings Inc. Retirement Plan (AZ) $789M · 23,899
- Associated Banc-Corp 401(k) and Employee Stock Ownership Plan (WI) $792M · 4,248
- Pioneer Natural Resources USA, Inc. 401(k) and Matching Plan (TX) $792M · 2,065
Frequently Asked Questions
How did Mosaic Investment Plan assets move in 2023? ▼
How have The Mosaic Company plan assets changed over time? ▼
Where does Mosaic Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Mosaic Investment Plan? ▼
Next read for Mosaic Investment Plan
Filing takeaways
Ways to act on Mosaic Investment Plan's numbers.
- By total assets, Mosaic Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- The Mosaic Company's sponsor-wide assets have grown 17.3% since 2022 across 3 plan years on file. More Manufacturing plans