401(k) · DOL Form 5500 · 2023

Federated Mutual Insurance Company 401(k) Plan

Data updated 2026-08-11

$671M
Total assets
2,776
Participants
98th
Percentile by assets
$241,870
Avg per participant
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Official DOL plan name: Federated Mutual Insurance Company 401(k) Plan · Sponsored by Federated Mutual Insurance Company · Minnesota · Finance & Insurance

$671M in assets, 2,776 participants

Federated Mutual Insurance Company's Federated Mutual Insurance Company 401(k) Plan reported $671M in total assets and 2,776 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)
  • #8,547 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Federated Mutual Insurance Company 401(k) Plan covers 2,776 participants in Minnesota, 2.5x the typical Minnesota plan (state average ~1,126 per filing). Assets: $671M.

$671M
total plan assets (2023 EOY)
2,776
covered participants
98th
percentile by assets (of 127,072 plans)
$241,870
avg assets per participant

Where Federated Mutual Insurance Company 401(k) Plan sits by total assets

Federated Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$671,430,330 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Federated Mutual Insurance Company 401(k) Plan reported net income rose from -$115M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Federated Mutual Insurance Company 401(k) Plan end-of-year assets rose from $578M in the plan year 2022 filing to $671M in the plan year 2023 filing.
  • Federated Mutual Insurance Company 401(k) Plan reported participants rose from 2,696 in the plan year 2022 filing to 2,776 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Minnesota
Industry
Finance & Insurance

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Federated Mutual Insurance Company 401(k) Plan reports 2,776 participants - 2.5x that state average ($671M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$578M
Net Assets (End of Year)$671M
Net Income$93M
Employer EIN410417460
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Federated Mutual Insurance Company)

$1.1B$1.2B$1.3B$1.4B$1.5B$1.6B 202220232024 $1.23B $1.54B ▲ +25.2%
Total plan assets by year, all Federated Mutual Insurance Company plans on file
Year Plans Participants Total Assets
2022 2 5,073 $1.2B
2023 2 5,167 $1.4B
2024 2 5,491 $1.5B

Nearby 401(k) Plans in Minnesota

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

Federated Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Federated Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Federated Mutual Ins…Unitedhealth Group 4…Target Corporation 4…Medtronic Savings an…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Federated Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Federated Mutual Insurance Company 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Federated Mutual Insurance Company 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Federated Mutual Insurance Company 401(k) Plan assets move in 2023? ▼
Federated Mutual Insurance Company 401(k) Plan grew sharply - up 16.1% during 2023, from $578M to $671M. Reported net income was $93M.
How have Federated Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Federated Mutual Insurance Company's sponsor-wide assets grew 25.3%, from $1.2B to $1.5B.
Where does Federated Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Federated Mutual Insurance Company 401(k) 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 Federated Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davis Wright Tremaine LLP 401(k) Profit Sharing Plan in WA ($672M, 1,480 participants).

Next read for Federated Mutual Insurance Company 401(k…

Filing takeaways

Ways to act on Federated Mutual Insurance Company 401(k) Plan's numbers.

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 410417460.

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.