401(k) · DOL Form 5500 · 2023

The National Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
191
Participants Below avg headcount
80th
Percentile by assets National rank
$164,380
Avg per participant Above avg balance/head
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Official DOL plan name: The National Mutual Insurance Company 401(k) Savings Plan · Sponsored by The National Mutual Insurance Company · Ohio · Finance & Insurance

$31M in assets, 191 participants

The National Mutual Insurance Company's The National Mutual Insurance Company 401(k) Savings Plan reported $31M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,142 in Finance & Insurance (8,869 peers)

Coverage in Ohio

The National Mutual Insurance Company 401(k) Savings Plan covers 191 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $31M.

#6,142
in Finance & Insurance (8,869 peers)
+21.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The National Mutual Insurance Company 401(k) Savings Plan's outsized position by total assets

The National Mutual Insurance Company 401(k) Savings Plan vs every filed plan by assets

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

$31,396,651 Top 20% higher than 80% 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

The National Mutual Insurance Company 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. The National Mutual Insurance Company 401(k) Savings Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The National Mutual Insurance Company 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The National Mutual Insurance Company 401(k) Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • The National Mutual Insurance Company 401(k) Savings Plan reported participants rose from 185 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 344312510 · The National Mutual Insurance Company PY 2023 · 401(k)

The National Mutual Insurance Company 401(k) Savings Plan · $31M · 191 · 80th

  • EBSA $31M
  • EBSA 191
  • EBSA 80th
  • EBSA 401(k)
  • EBSA near Perlo Construction Group Retirement Plan
  • EBSA ind #6142

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 →

The National Mutual Insurance Company 401(k) Savings Plan in the asset neighbourhood

The National Mutual Insurance Company 401(k) Savings PlanThe National Mutual Insuranc…$31MPerlo Construction Group Retirement PlanPerlo Construction Group Ret…$31MReeds Jewelers, Inc. 401(k) Profit Sharing Retirement PlanReeds Jewelers, Inc. 401(k) …$31MThe 401(k) Plan$31MWausau Supply Company 401(k) PlanWausau Supply Company 401(k)…$31M
End-of-year total assets ($M) among The National Mutual Insurance Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN344312510
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The National Mutual Insurance Company)

Sponsor-wide plan assets over time

All The National Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$53M 11.154193740034872% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.6M $52.9M ▲ +11.2%
Year Plans Participants Total Assets
2022 2 363 $48M
2023 2 365 $56M
2024 2 366 $53M

Nearby 401(k) Plans in Ohio

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

The National Mutual Insurance Company 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The National Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 0.031396651 · Participants: 191The National Mutual Insurance Company 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
The National Mutual Insurance Company 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The National Mutual Insurance Company 401(k) Savings Plan side-by-side with 3 peers →

The National Mutual Insurance Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Perlo Construction Group Retirement Plan in OR ($31M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 The National Mutual Insurance Company 401(k) Savings Plan assets move in 2023? ▼
The National Mutual Insurance Company 401(k) Savings Plan grew sharply - up 21.3% during 2023, from $26M to $31M. Reported net income was $6M.
How have The National Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The National Mutual Insurance Company's sponsor-wide assets grew 11.2%, from $48M to $53M.
Where does The National Mutual Insurance Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The National Mutual Insurance Company 401(k) Savings Plan ranks in the 80th 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 The National Mutual Insurance Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perlo Construction Group Retirement Plan in OR ($31M, 94 participants).
Which 401(k) plans cover a similar participant headcount to The National Mutual Insurance Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants, N/A 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 344312510.

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.