401(k) · DOL Form 5500 · 2023

Bear River Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
120
Participants Small participant base
68th
Percentile by assets National rank
$128,328
Avg per participant Near avg balance/head
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Official DOL plan name: Bear River Mutual Insurance Company Profit Sharing Plan 401(k) · Sponsored by Bear River Mutual Insurance Company · Utah · Finance & Insurance

$15M in assets, 120 participants

Bear River Mutual Insurance Company's Bear River Mutual Insurance Company Profit Sharing Plan 401(k) reported $15M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,696 in Finance & Insurance (8,869 peers)

Coverage in Utah

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) covers 120 participants in Utah, about 20% of the average Utah filer (state average ~592 per filing). Assets: $15M.

#4,696
in Finance & Insurance (8,869 peers)
+26.2%
assets growth YoY

Bear River Mutual Insurance Company Profit Sharing Plan 401(k)'s outsized position by total assets

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) vs every filed plan by assets

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

$15,399,410 Top 32% higher than 68% 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

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) 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. Bear River Mutual Insurance Company Profit Sharing Plan 401(k) sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bear River Mutual Insurance Company Profit Sharing Plan 401(k) reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bear River Mutual Insurance Company Profit Sharing Plan 401(k) end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Bear River Mutual Insurance Company Profit Sharing Plan 401(k) reported participants rose from 112 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870114580 · Bear River Mutual Insurance Company PY 2023 · 401(k)

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) · $15M · 120 · 68th

  • PCT $15M
  • PCT 120
  • PCT 68th
  • PCT 401(k)
  • PCT near 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates
  • PCT ind #4696

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 Utah →

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) in the asset neighbourhood

Bear River Mutual Insurance Company Profit Sharing Plan 401(k)Bear River Mutual Insurance …$15M401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates401(k) Plan for Ees of Utili…$15MCrosslink 401(k) Retirement PlanCrosslink 401(k) Retirement …$15MTriad Manufacturing, Inc. 401(k) & Profit Sharing PlanTriad Manufacturing, Inc. 40…$15MEditorial Projects in Education 401(k) PlanEditorial Projects in Educat…$15M
End-of-year total assets ($M) among Bear River Mutual Insurance Company Profit Sharing Plan 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN870114580
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bear River Mutual Insurance Company)

Sponsor-wide plan assets over time

All Bear River Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.63476617454225% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $30.5M ▲ +29.6%
Year Plans Participants Total Assets
2022 2 207 $24M
2023 2 204 $27M
2024 2 263 $31M

Nearby 401(k) Plans in Utah

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

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Bear River Mutual Insurance Company Profit Sharing Plan 401(k), Total assets ($B): 0.01539941 · Participants: 120Bear River Mutual Insurance Company Profit Sharing Plan 401(k)Intermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Bear River Mutual Insurance Company Profit Sharing Plan 401(k) vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Bear River Mutual Insurance Company Profit Sharing Plan 401(k) side-by-side with 3 peers →

Bear River Mutual Insurance Company Profit Sharing Plan 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates in NY ($15M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Bear River Mutual Insurance Company Profit Sharing Plan 401(k) assets move in 2023? ▼
Bear River Mutual Insurance Company Profit Sharing Plan 401(k) grew sharply - up 26.2% during 2023, from $12M to $15M. Reported net income was $3M.
How have Bear River Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear River Mutual Insurance Company's sponsor-wide assets grew 29.6%, from $24M to $31M.
Which 401(k) plans are similar in size to Bear River Mutual Insurance Company Profit Sharing Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates in NY ($15M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Bear River Mutual Insurance Company Profit Sharing Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 870114580.

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.