401(k) · DOL Form 5500 · 2023

Grinnell Mutual Reinsurance Company 401(k) Plan

Data updated 2026-08-11

$135M
Total assets
815
Participants
93rd
Percentile by assets
$165,281
Avg per participant
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Official DOL plan name: Grinnell Mutual Savings and Investment Plan · Sponsored by Grinnell Mutual Reinsurance Company · Iowa · Finance & Insurance

$135M in assets, 815 participants

Grinnell Mutual Reinsurance Company's Grinnell Mutual Savings and Investment Plan reported $135M in total assets and 815 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,895 in Finance & Insurance (8,869 peers)

Where Grinnell Mutual Savings and Investment Plan sits by assets

Grinnell Mutual Savings and Investment Plan sits in the top 10% of all filed plans by assets, $135M for 815 participants (~$165,281/participant), up 13.2% in 2023.

$135M
total plan assets (2023 EOY)
815
covered participants
93rd
percentile by assets (of 127,072 plans)
$165,281
avg assets per participant

Where Grinnell Mutual Savings and Investment Plan sits by total assets

Grinnell Mutual Savings and Investment Plan vs every filed plan by assets

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

$134,704,271 Top 7% higher than 93% 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

  • Grinnell Mutual Savings and Investment Plan reported net income rose from -$22M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Grinnell Mutual Savings and Investment Plan end-of-year assets rose from $119M in the plan year 2022 filing to $135M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Iowa
Industry
Finance & Insurance

Grinnell Mutual Savings and Investment Plan vs the 2023 asset distribution

By assets, Grinnell Mutual Savings and Investment Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$135M
Net Income$16M
Employer EIN420245990
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grinnell Mutual Reinsurance Company)

$210M$220M$230M$240M 202220232024 $219M $224M ▲ +2.3%
Total plan assets by year, all Grinnell Mutual Reinsurance Company plans on file
Year Plans Participants Total Assets
2022 2 1,112 $219M
2023 2 1,106 $238M
2024 2 1,027 $224M

Nearby 401(k) Plans in Iowa

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

Grinnell Mutual Savings and Investment Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Grinnell Mutual Savi…, Total assets ($B): 0.134704271 · Participants: 815Grinnell Mutual Savi…The Principal Select…, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select…Iowa Health System S…, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affil…The Rsm US LLP Retir…, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retir…Transamerica 401(k) …, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) …
Grinnell Mutual Savings and Investment Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Grinnell Mutual Savings and Investment P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Grinnell Mutual Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Grinnell Mutual Savings and Investment Plan assets move in 2023? ▼
Grinnell Mutual Savings and Investment Plan grew at a solid clip - up 13.2% during 2023, from $119M to $135M. Reported net income was $16M.
How have Grinnell Mutual Reinsurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grinnell Mutual Reinsurance Company's sponsor-wide assets grew 2.3%, from $219M to $224M.
Where does Grinnell Mutual Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Grinnell Mutual Savings and Investment Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Grinnell Mutual Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dickie, Mccamey & Chilcote, P.C. 401(k) Profit Sharing Plan in PA ($135M, 408 participants).

Next read for Grinnell Mutual Savings and Investment P…

Scale reading

Ways to act on Grinnell Mutual Savings and Investment 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 420245990.

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.