401(k) · DOL Form 5500 · 2023

Brethren Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
125
Participants Small participant base
76th
Percentile by assets National rank
$195,423
Avg per participant Above avg balance/head
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Official DOL plan name: Brethren Mutual Insurance Company 401(k) Retirement Plan · Sponsored by Brethren Mutual Insurance Company · Maryland · Finance & Insurance

$24M in assets, 125 participants

Brethren Mutual Insurance Company's Brethren Mutual Insurance Company 401(k) Retirement Plan reported $24M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,660 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Brethren Mutual Insurance Company 401(k) Retirement Plan covers 125 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $24M.

#5,660
in Finance & Insurance (8,869 peers)
+6.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Brethren Mutual Insurance Company 401(k) Retirement Plan's outsized position by total assets

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

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

$24,427,868 Top 24% higher than 76% 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

Brethren Mutual Insurance Company 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brethren Mutual Insurance Company 401(k) Retirement Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brethren Mutual Insurance Company 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Brethren Mutual Insurance Company 401(k) Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Brethren Mutual Insurance Company 401(k) Retirement Plan reported participants rose from 123 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 520254590 · Brethren Mutual Insurance Company PY 2023 · 401(k)

Brethren Mutual Insurance Company 401(k) Retirement Plan · $24M · 125 · 76th

  • NET $24M
  • NET 125
  • NET 76th
  • NET 401(k)
  • NET near Sukut 401(k) Plan
  • NET ind #5660

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 Finance & Insurance retirement plans → · Plans in Maryland →

Brethren Mutual Insurance Company 401(k) Retirement Plan in the asset neighbourhood

Brethren Mutual Insurance Company 401(k) Retirement PlanBrethren Mutual Insurance Co…$24MSukut 401(k) Plan$24MCharleston Oncology, PA 401(k) Profit Sharing PlanCharleston Oncology, PA 401(…$24MPiping Rock 401(k) Plan$24MVesta Food Service 401(k) Plan and TrustVesta Food Service 401(k) Pl…$24M
End-of-year total assets ($M) among Brethren Mutual Insurance Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN520254590
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brethren Mutual Insurance Company)

Sponsor-wide plan assets over time

All Brethren Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$43M 17.979809232769846% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $36.2M $42.7M ▲ +18.0%
Year Plans Participants Total Assets
2022 2 180 $36M
2023 2 181 $39M
2024 2 179 $43M

Nearby 401(k) Plans in Maryland

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

Brethren Mutual Insurance Company 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Brethren Mutual Insurance Company 401(k) Retirement Plan, Total assets ($B): 0.024427868 · Participants: 125Brethren Mutual Insurance Company 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Brethren Mutual Insurance Company 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Brethren Mutual Insurance Company 401(k) Retirement Plan side-by-side with 3 peers →

Brethren Mutual Insurance Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Sukut 401(k) Plan in CA ($24M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Brethren Mutual Insurance Company 401(k) Retirement Plan assets move in 2023? ▼
Brethren Mutual Insurance Company 401(k) Retirement Plan grew at a solid clip - up 6.0% during 2023, from $23M to $24M. Reported net income was $1M.
How have Brethren Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brethren Mutual Insurance Company's sponsor-wide assets grew 18.0%, from $36M to $43M.
Where does Brethren Mutual Insurance Company 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Brethren Mutual Insurance Company 401(k) Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brethren Mutual Insurance Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sukut 401(k) Plan in CA ($24M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Brethren Mutual Insurance Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants, N/A 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 520254590.

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.