401(k) · DOL Form 5500 · 2023

Symetra Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$462M
Total assets Above avg plan size
2,151
Participants Near avg headcount
97th
Percentile by assets National rank
$214,647
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Symetra Financial Retirement Savings Plan · Sponsored by Symetra Life Insurance Company · Washington · Finance & Insurance

$462M in assets, 2,151 participants

Symetra Life Insurance Company's Symetra Financial Retirement Savings Plan reported $462M in total assets and 2,151 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,448 in Finance & Insurance (8,869 peers)

Where Symetra Financial Retirement Savings Plan sits by assets

Symetra Financial Retirement Savings Plan sits in the top 5% of all filed plans by assets, $462M for 2,151 participants (~$214,647/participant), up 26.9% in 2023.

#8,448
in Finance & Insurance (8,869 peers)
+26.9%
assets growth YoY
4.6×
vs typical plan assets (national mean)

Symetra Financial Retirement Savings Plan's outsized position by total assets

Symetra Financial Retirement Savings Plan vs every filed plan by assets

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

$461,704,678 Top 3% higher than 97% 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

Symetra Financial Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Symetra Financial Retirement Savings Plan lands in the large band (2,151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Symetra Financial Retirement Savings Plan reported net income rose from -$67M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Symetra Financial Retirement Savings Plan end-of-year assets rose from $364M in the plan year 2022 filing to $462M in the plan year 2023 filing.
  • Symetra Financial Retirement Savings Plan reported participants rose from 2,053 in the plan year 2022 filing to 2,151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910742147 · Symetra Life Insurance Company PY 2023 · 401(k)

Symetra Financial Retirement Savings Plan · $462M · 2,151 · 97th

  • PCT $462M
  • PCT 2,151
  • PCT 97th
  • PCT 401(k)
  • PCT near Westfield Employee Retirement Savings Plan
  • PCT ind #8448

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 Washington →

Symetra Financial Retirement Savings Plan in the asset neighbourhood

Symetra Financial Retirement Savings PlanSymetra Financial Retirement…$462MWestfield Employee Retirement Savings PlanWestfield Employee Retiremen…$462MPrevea Clinic, Inc. 401(k) and Retirement PlanPrevea Clinic, Inc. 401(k) a…$462MApogee Enterprises, Inc. 401(k) Retirement PlanApogee Enterprises, Inc. 401…$462MJeld-Wen 401(k) Retirement Savings PlanJeld-Wen 401(k) Retirement S…$462M
End-of-year total assets ($M) among Symetra Financial Retirement 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)$364M
Net Assets (End of Year)$462M
Net Income$98M
Employer EIN910742147
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symetra Life Insurance Company)

Sponsor-wide plan assets over time

All Symetra Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$552M 51.74008436537587% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $364M $552M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 2,053 $364M
2023 1 2,151 $462M
2024 1 2,500 $552M

Nearby 401(k) Plans in Washington

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

Symetra Financial Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Symetra Financial Retirement Savings Plan, Total assets ($B): 0.461704678 · Participants: 2151Symetra Financial Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Symetra Financial Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Symetra Financial Retirement Savings Plan side-by-side with 3 peers →

Symetra Financial Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Westfield Employee Retirement Savings Plan in OH ($462M); by covered participants it is Hargrove 401(k) Plan and Trust in AL (2,151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($462M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,151 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 Symetra Financial Retirement Savings Plan assets move in 2023? ▼
Symetra Financial Retirement Savings Plan grew sharply - up 26.9% during 2023, from $364M to $462M. Reported net income was $98M.
How have Symetra Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Symetra Life Insurance Company's sponsor-wide assets grew 51.7%, from $364M to $552M.
Where does Symetra Financial Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Symetra Financial Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Symetra Financial Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westfield Employee Retirement Savings Plan in OH ($462M, 2,565 participants).
Which 401(k) plans cover a similar participant headcount to Symetra Financial Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hargrove 401(k) Plan and Trust in AL (2,151 participants, $204M 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 910742147.

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.