401(k) · DOL Form 5500 · 2023

Texas Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$291M
Total assets Near avg plan size
985
Participants Near avg headcount
96th
Percentile by assets National rank
$295,037
Avg per participant High balance/head
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Official DOL plan name: Texas Mutual Insurance Company Retirement Savings Plan · Sponsored by Texas Mutual Insurance Company · Texas · Finance & Insurance

$291M in assets, 985 participants

Texas Mutual Insurance Company's Texas Mutual Insurance Company Retirement Savings Plan reported $291M in total assets and 985 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,282 in Finance & Insurance (8,869 peers)

Where Texas Mutual Insurance Company Retirement Savings Plan sits by assets

Texas Mutual Insurance Company Retirement Savings Plan sits in the top 5% of all filed plans by assets, $291M for 985 participants (~$295,037/participant), up 22.4% in 2023.

#8,282
in Finance & Insurance (8,869 peers)
+22.4%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Texas Mutual Insurance Company Retirement Savings Plan's outsized position by total assets

Texas Mutual Insurance Company Retirement Savings Plan vs every filed plan by assets

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

$290,611,810 Top 4% higher than 96% 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

Texas Mutual Insurance Company Retirement 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. Texas Mutual Insurance Company Retirement Savings Plan sits mid-pack in the medium band (985 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Mutual Insurance Company Retirement Savings Plan reported net income rose from -$54M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Texas Mutual Insurance Company Retirement Savings Plan end-of-year assets rose from $237M in the plan year 2022 filing to $291M in the plan year 2023 filing.
  • Texas Mutual Insurance Company Retirement Savings Plan reported participants rose from 941 in the plan year 2022 filing to 985 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742615873 · Texas Mutual Insurance Company PY 2023 · 401(k)

Texas Mutual Insurance Company Retirement Savings Plan · $291M · 985 · 96th

  • PCT $291M
  • EIN 985
  • RANK 96th
  • PHOTO 401(k)
  • IND near Virginia Hospital Center 401(k) Plan
  • EOY ind #8282

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 Texas →

Texas Mutual Insurance Company Retirement Savings Plan in the asset neighbourhood

Atro Companies Profit Sharing/401(k) PlanAtro Companies Profit Sharin…$291MTexas Mutual Insurance Company Retirement Savings PlanTexas Mutual Insurance Compa…$291MVirginia Hospital Center 401(k) PlanVirginia Hospital Center 401…$291MAxia Women's Health 401(k) Profit Sharing PlanAxia Women's Health 401(k) P…$291MBoston Beer Company 401(k) PlanBoston Beer Company 401(k) P…$290M
End-of-year total assets ($M) among Texas Mutual Insurance Company 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)$237M
Net Assets (End of Year)$291M
Net Income$53M
Employer EIN742615873
Plan Effective Date2008-03-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Mutual Insurance Company)

Sponsor-wide plan assets over time

All Texas Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$345M 45.25464408849162% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $237M $345M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 941 $237M
2023 1 985 $291M
2024 1 1,034 $345M

Nearby 401(k) Plans in Texas

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

Texas Mutual Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Mutual Insurance Company Retirement Savings Plan, Total assets ($B): 0.29061181 · Participants: 985Texas Mutual Insurance Company Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Texas Mutual Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Mutual Insurance Company Retirement Savings Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Virginia Hospital Center 401(k) Plan in VA ($291M); by covered participants it is New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (985 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($291M here).

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 Texas Mutual Insurance Company Retirement Savings Plan assets move in 2023? ▼
Texas Mutual Insurance Company Retirement Savings Plan grew sharply - up 22.4% during 2023, from $237M to $291M. Reported net income was $53M.
How have Texas Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Mutual Insurance Company's sponsor-wide assets grew 45.3%, from $237M to $345M.
Where does Texas Mutual Insurance Company Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Texas Mutual Insurance Company Retirement Savings Plan ranks in the 96th 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 Texas Mutual Insurance Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Virginia Hospital Center 401(k) Plan in VA ($291M, 3,543 participants).
Which 401(k) plans cover a similar participant headcount to Texas Mutual Insurance Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (985 participants, $159M 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 742615873.

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.