401(k) · DOL Form 5500 · 2023

First Mutual Holding Co. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
482
Participants Below avg headcount
83rd
Percentile by assets National rank
$83,628
Avg per participant Below avg balance/head
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Official DOL plan name: First Mutual Holding Co. 401(k) Savings Plan · Sponsored by First Mutual Holding Co. · Ohio · Finance & Insurance

$40M in assets, 482 participants

First Mutual Holding Co.'s First Mutual Holding Co. 401(k) Savings Plan reported $40M in total assets and 482 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,577 in Finance & Insurance (8,869 peers)

Where First Mutual Holding Co. 401(k) Savings Plan sits by assets

First Mutual Holding Co. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $40M for 482 participants (~$83,628/participant), up 17.8% in 2023.

#6,577
in Finance & Insurance (8,869 peers)
+17.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

First Mutual Holding Co. 401(k) Savings Plan's outsized position by total assets

First Mutual Holding Co. 401(k) Savings Plan vs every filed plan by assets

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

$40,308,545 Top 17% higher than 83% 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

First Mutual Holding Co. 401(k) Savings 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. First Mutual Holding Co. 401(k) Savings Plan sits mid-pack in the medium band (482 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Mutual Holding Co. 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • First Mutual Holding Co. 401(k) Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • First Mutual Holding Co. 401(k) Savings Plan reported participants rose from 475 in the plan year 2022 filing to 482 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 340220715 · First Mutual Holding Co. PY 2023 · 401(k)

First Mutual Holding Co. 401(k) Savings Plan · $40M · 482 · 83rd

  • EBSA $40M
  • EBSA 482
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near Derry Medical Center 401(k) Plan
  • EBSA ind #6577

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 Ohio →

First Mutual Holding Co. 401(k) Savings Plan in the asset neighbourhood

Dahlin Group, Inc. 401(k) Retirement PlanDahlin Group, Inc. 401(k) Re…$40MFirst Mutual Holding Co. 401(k) Savings PlanFirst Mutual Holding Co. 401…$40MDerry Medical Center 401(k) PlanDerry Medical Center 401(k) …$40MMcnichols Company Profit Sharing and 401(k) PlanMcnichols Company Profit Sha…$40MAsi 401(k) Profit Sharing PlanAsi 401(k) Profit Sharing Pl…$40M
End-of-year total assets ($M) among First Mutual Holding Co. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN340220715
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Mutual Holding Co.)

Sponsor-wide plan assets over time

All First Mutual Holding Co. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 34.99256515592716% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.2M $46.2M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 475 $34M
2023 1 482 $40M
2024 1 468 $46M

Nearby 401(k) Plans in Ohio

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

First Mutual Holding Co. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants First Mutual Holding Co. 401(k) Savings Plan, Total assets ($B): 0.040308545 · Participants: 482First Mutual Holding Co. 401(k) Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
First Mutual Holding Co. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare First Mutual Holding Co. 401(k) Savings Plan side-by-side with 3 peers →

First Mutual Holding Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Derry Medical Center 401(k) Plan in NH ($40M); by covered participants it is Smugglers' Notch Resort 401(k) Profit Sharing Plan in VT (482 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (482 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 First Mutual Holding Co. 401(k) Savings Plan assets move in 2023? ▼
First Mutual Holding Co. 401(k) Savings Plan grew sharply - up 17.8% during 2023, from $34M to $40M. Reported net income was $6M.
How have First Mutual Holding Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Mutual Holding Co.'s sponsor-wide assets grew 35.0%, from $34M to $46M.
Where does First Mutual Holding Co. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
First Mutual Holding Co. 401(k) Savings Plan ranks in the 83rd 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 First Mutual Holding Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Derry Medical Center 401(k) Plan in NH ($40M, 246 participants).
Which 401(k) plans cover a similar participant headcount to First Mutual Holding Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smugglers' Notch Resort 401(k) Profit Sharing Plan in VT (482 participants, $8M 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 340220715.

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.