401(k) · DOL Form 5500 · 2023
Symetra Life Insurance Company 401(k) Plan
Data updated 2026-08-11
- $462M
- Total assets
- 2,151
- Participants
- 97th
- Percentile by assets
- $214,647
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $462M
- total plan assets (2023 EOY)
- 2,151
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $214,647
- avg assets per participant
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.
Symetra Financial Retirement Savings Plan vs the 2023 asset distribution
By assets, Symetra Financial Retirement Savings Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $364M |
|---|---|
| Net Assets (End of Year) | $462M |
| Net Income | $98M |
| Employer EIN | 910742147 |
| Plan Effective Date | 2004-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Symetra Life Insurance Company)
| 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
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Symetra Financial Retirement Savings Plan by total assets, not by location.
- Westfield Employee Retirement Savings Plan (OH) $462M · 2,565
- Prevea Clinic, Inc. 401(k) and Retirement Plan (WI) $462M · 2,411
- Apogee Enterprises, Inc. 401(k) Retirement Plan (MN) $462M · 3,957
- Jeld-Wen 401(k) Retirement Savings Plan (NC) $462M · 10,576
Frequently Asked Questions
How did Symetra Financial Retirement Savings Plan assets move in 2023? ▼
How have Symetra Life Insurance Company plan assets changed over time? ▼
Where does Symetra Financial Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Symetra Financial Retirement Savings Plan? ▼
Next read for Symetra Financial Retirement Savings Pla…
Scale reading
Ways to act on Symetra Financial Retirement Savings Plan's numbers.
- By total assets, Symetra Financial Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
- Symetra Life Insurance Company's sponsor-wide assets have grown 51.7% since 2022 across 3 plan years on file. More Finance & Insurance plans