401(k) · DOL Form 5500 · 2023
The Mosaic Company 401(k) Plan
Data updated 2026-08-11
- $270M
- Total assets
- 1,767
- Participants
- 96th
- Percentile by assets
- $152,944
- Avg per participant
Official DOL plan name: Mosaic Union Savings Plan · Sponsored by The Mosaic Company · Florida · Manufacturing
$270M in assets, 1,767 participants
The Mosaic Company's Mosaic Union Savings Plan reported $270M in total assets and 1,767 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #17,484 in Manufacturing (18,722 peers)
Coverage in Florida
Mosaic Union Savings Plan covers 1,767 participants in Florida, 2.8x the typical Florida plan (state average ~628 per filing). Assets: $270M.
- $270M
- total plan assets (2023 EOY)
- 1,767
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $152,944
- avg assets per participant
Where Mosaic Union Savings Plan sits by total assets
Mosaic Union Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$270,251,587 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mosaic Union Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Mosaic Union Savings Plan end-of-year assets rose from $255M in the plan year 2022 filing to $270M in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Mosaic Union Savings Plan reports 1,767 participants - 2.8x that state average ($270M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $255M |
|---|---|
| Net Assets (End of Year) | $270M |
| Net Income | $17M |
| Employer EIN | 201026454 |
| Plan Effective Date | 1983-07-01 |
| 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.
- 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 Union Savings Plan by total assets, not by location.
- Oregon Tool 401(k) Retirement Profit Sharing Plus Plan (OR) $270M · 1,285
- Wind River Systems, Inc. 401(k) Plan (CA) $270M · 511
- Omron Savings and Retirement Plan (IL) $270M · 1,117
- Thyssenkrupp 401(k) Plan North America (OR) $270M · 2,588
Frequently Asked Questions
How did Mosaic Union Savings Plan assets move in 2023? ▼
How have The Mosaic Company plan assets changed over time? ▼
Where does Mosaic Union Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Mosaic Union Savings Plan? ▼
Next read for Mosaic Union Savings Plan
Filing takeaways
Ways to act on Mosaic Union Savings Plan's numbers.
- By total assets, Mosaic Union Savings 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