Defined Benefit (Pension) · DOL Form 5500 · 2023

The Mosaic Company Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
73
Participants Small participant base
72nd
Percentile by assets National rank
$262,233
Avg per participant Above avg balance/head
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Official DOL plan name: Mosaic Combined U.S. Defined Benefit Pension Plan · Sponsored by The Mosaic Company · Florida · Manufacturing

$19M in assets, 73 participants

The Mosaic Company's Mosaic Combined U.S. Defined Benefit Pension Plan reported $19M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,516 in Manufacturing (18,722 peers)

The Mosaic Company multi-year trail

The Mosaic Company's plans moved +17.3% in assets from 2022 to 2024; this filing shows Mosaic Combined U.S. Defined Benefit Pension Plan at $19M / 73 participants.

#11,516
in Manufacturing (18,722 peers)
+14.3%
assets growth YoY

Mosaic Combined U.S. Defined Benefit Pension Plan's outsized position by total assets

Mosaic Combined U.S. Defined Benefit Pension Plan vs every filed plan by assets

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

$19,142,976 Top 28% higher than 72% 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 Combined U.S. Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mosaic Combined U.S. Defined Benefit Pension Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mosaic Combined U.S. Defined Benefit Pension Plan reported net income rose from -$353M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mosaic Combined U.S. Defined Benefit Pension Plan reported participants fell from 699 in the plan year 2022 filing to 73 in the plan year 2023 filing.
  • Mosaic Combined U.S. Defined Benefit Pension Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201026454 · The Mosaic Company PY 2023 · Defined Benefit (Pension)

Mosaic Combined U.S. Defined Benefit Pension Plan · $19M · 73 · 72nd

  • BOOK $19M
  • BOOK 73
  • BOOK 72nd
  • BOOK Defined Benefit (Pension)
  • BOOK near Sign, Pictorial and Display Union Local No. 591 AFL-CIO Pension Fund
  • BOOK ind #11516

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 Combined U.S. Defined Benefit Pension Plan in the asset neighbourhood

Mosaic Combined U.S. Defined Benefit Pension PlanMosaic Combined U.S. Defined…$19MSign, Pictorial and Display Union Local No. 591 AFL-CIO Pension FundSign, Pictorial and Display …$19MPension Program for Employees of Olean General HospitalPension Program for Employee…$19MYorozu Automotive Tennessee, Inc. Defined Benefit PlanYorozu Automotive Tennessee,…$19MEmployees' Retirement Plan of Sterling Insurance CompanyEmployees' Retirement Plan o…$19M
End-of-year total assets ($M) among Mosaic Combined U.S. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

The Mosaic Company multi-year asset trail

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

The Mosaic Company filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN201026454
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Mosaic Combined U.S. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Mosaic Combined U.S. Defined Benefit Pension Plan, Total assets ($B): 0.019142976 · Participants: 73Mosaic Combined U.S. Defined Benefit Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Mosaic Combined U.S. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

Mosaic Combined U.S. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Sign, Pictorial and Display Union Local No. 591 AFL-CIO Pension Fund in MI ($19M); by covered participants it is The New York Community Trust Retirement Plan in NY (73 participants). Same-state nearby plans are listed separately above.

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 Combined U.S. Defined Benefit Pension Plan assets move in 2023?
Mosaic Combined U.S. Defined Benefit Pension Plan grew at a solid clip - up 14.3% during 2023, from $17M to $19M. Reported net income was $4M.
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.
Which Defined Benefit (Pension) plans are similar in size to Mosaic Combined U.S. Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sign, Pictorial and Display Union Local No. 591 AFL-CIO Pension Fund in MI ($19M, 51 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mosaic Combined U.S. Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The New York Community Trust Retirement Plan in NY (73 participants, $46M in assets).