401(k) · DOL Form 5500 · 2023

The Mosaic Company 401(k) Plan

Data updated 2026-08-25

$270M
Total assets Near avg plan size
1,767
Participants Near avg headcount
96th
Percentile by assets National rank
$152,944
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,484
in Manufacturing (18,722 peers)
+6.0%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Mosaic Union Savings Plan's outsized position 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

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 Union Savings 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 Union Savings Plan lands in the large band (1,767 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Mosaic Union Savings Plan · $270M · 1,767 · 96th

  • EOY $270M
  • 5500 1,767
  • ASSETS 96th
  • PCT 401(k)
  • EIN near Oregon Tool 401(k) Retirement Profit Sharing Plus Plan
  • RANK ind #17484

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 Union Savings Plan in the asset neighbourhood

Thyssenkrupp 401(k) Plan North AmericaThyssenkrupp 401(k) Plan Nor…$270MOmron Savings and Retirement PlanOmron Savings and Retirement…$270MOregon Tool 401(k) Retirement Profit Sharing Plus PlanOregon Tool 401(k) Retiremen…$270MMosaic Union Savings Plan$270MWind River Systems, Inc. 401(k) PlanWind River Systems, Inc. 401…$270M
End-of-year total assets ($M) among Mosaic Union Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$255M
Net Assets (End of Year)$270M
Net Income$17M
Employer EIN201026454
Plan Effective Date1983-07-01
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 Union Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Mosaic Union Savings Plan, Total assets ($B): 0.270251587 · Participants: 1767Mosaic Union Savings 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 Union Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Mosaic Union Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Oregon Tool 401(k) Retirement Profit Sharing Plus Plan in OR ($270M); by covered participants it is Midco 401(k) Plan in MN (1,767 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($270M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,767 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 Union Savings Plan assets move in 2023? ▼
Mosaic Union Savings Plan grew at a solid clip - up 6.0% during 2023, from $255M to $270M. Reported net income was $17M.
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 Union Savings Plan rank by assets among Form 5500 filers? ▼
Mosaic Union Savings Plan ranks in the 96th 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 Union Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oregon Tool 401(k) Retirement Profit Sharing Plus Plan in OR ($270M, 1,285 participants).
Which 401(k) plans cover a similar participant headcount to Mosaic Union Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Midco 401(k) Plan in MN (1,767 participants, $175M 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.