401(k) · DOL Form 5500 · 2023

Farmers Investment Co. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
151
Participants Small participant base
45th
Percentile by assets National rank
$33,602
Avg per participant Low balance/head
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Official DOL plan name: Farmers Investment Co. 401(k) Savings Plan and Trust · Sponsored by Farmers Investment Co. · Arizona · Agriculture, Forestry & Fishing

$5M in assets, 151 participants

Farmers Investment Co.'s Farmers Investment Co. 401(k) Savings Plan and Trust reported $5M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #595 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Arizona

Farmers Investment Co. 401(k) Savings Plan and Trust covers 151 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#595
in Agriculture, Forestry & Fishing (1,288 peers)
-3.3%
assets change YoY

The plan reported a net loss of $175K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Farmers Investment Co. 401(k) Savings Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Farmers Investment Co. 401(k) Savings Plan and Trust vs every filed plan by assets

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

$5,073,901 45th percentile higher than 45% 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

Farmers Investment Co. 401(k) Savings Plan and Trust 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. Farmers Investment Co. 401(k) Savings Plan and Trust sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Farmers Investment Co. 401(k) Savings Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to -$175K in the plan year 2023 filing.
  • Farmers Investment Co. 401(k) Savings Plan and Trust reported participants fell from 219 in the plan year 2022 filing to 151 in the plan year 2023 filing.
  • Farmers Investment Co. 401(k) Savings Plan and Trust end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860090323 · Farmers Investment Co. PY 2023 · 401(k)

Farmers Investment Co. 401(k) Savings Plan and Trust · $5M · 151 · 45th

  • IND $5M
  • IND 151
  • IND 45th
  • IND 401(k)
  • IND near Vance & Rorrer Cpa PC Profit Sharing Plan
  • IND ind #595

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Arizona →

Farmers Investment Co. 401(k) Savings Plan and Trust in the asset neighbourhood

Farmers Investment Co. 401(k) Savings Plan and TrustFarmers Investment Co. 401(k…$5MVance & Rorrer Cpa PC Profit Sharing PlanVance & Rorrer Cpa PC Profit…$5M403(b) Thrift Plan for Employees of Community Development Corporation of Long Island403(b) Thrift Plan for Emplo…$5M403(b) Thrift Plan of R.a.I.N. Total Care, Inc.403(b) Thrift Plan of R.a.I.…$5MLcd Elevator Repair Inc. 401(k) Profit Sharing PlanLcd Elevator Repair Inc. 401…$5M
End-of-year total assets ($M) among Farmers Investment Co. 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$175K
Employer EIN860090323
Plan Effective Date1998-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Farmers Investment Co.)

Sponsor-wide plan assets over time

All Farmers Investment Co. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.194629165511664% vs 2022
2024 filing year
$5M$5.1M$5.2M$5.3M$5.4M 202220232024 $5.25M $5.36M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 219 $5M
2023 1 151 $5M
2024 1 138 $5M

Nearby 401(k) Plans in Arizona

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

Farmers Investment Co. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Farmers Investment Co. 401(k) Savings Plan and Trust, Total assets ($B): 0.005073901 · Participants: 151Farmers Investment Co. 401(k) Savings Plan and TrustBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Farmers Investment Co. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Farmers Investment Co. 401(k) Savings Plan and Trust side-by-side with 3 peers →

Farmers Investment Co. 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Vance & Rorrer Cpa PC Profit Sharing Plan in VA ($5M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Farmers Investment Co. 401(k) Savings Plan and Trust assets move in 2023? ▼
Farmers Investment Co. 401(k) Savings Plan and Trust edged down modestly - down 3.3% during 2023, from $5M to $5M. Reported net income was -$175K.
How have Farmers Investment Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farmers Investment Co.'s sponsor-wide assets grew 2.2%, from $5M to $5M.
Which 401(k) plans are similar in size to Farmers Investment Co. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vance & Rorrer Cpa PC Profit Sharing Plan in VA ($5M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Farmers Investment Co. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 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 860090323.

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.