401(k) · DOL Form 5500 · 2023
Arbella Mutual Insurance Company 401(k) Plan
Data updated 2026-08-11
- $292M
- Total assets
- 1,021
- Participants
- 96th
- Percentile by assets
- $285,675
- Avg per participant
Official DOL plan name: Arbella 401(k) Savings Plan · Sponsored by Arbella Mutual Insurance Company · Massachusetts · Finance & Insurance
$292M in assets, 1,021 participants
Arbella Mutual Insurance Company's Arbella 401(k) Savings Plan reported $292M in total assets and 1,021 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.
- 96th percentile by assets (of 127,072 plans)
- #8,284 in Finance & Insurance (8,869 peers)
Where Arbella 401(k) Savings Plan sits by assets
Arbella 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $292M for 1,021 participants (~$285,675/participant), up 15.0% in 2023.
- $292M
- total plan assets (2023 EOY)
- 1,021
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $285,675
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Arbella 401(k) Savings Plan reported net income rose from -$61M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Arbella 401(k) Savings Plan end-of-year assets rose from $254M in the plan year 2022 filing to $292M in the plan year 2023 filing.
- Arbella 401(k) Savings Plan reported participants rose from 998 in the plan year 2022 filing to 1,021 in the plan year 2023 filing.
Arbella 401(k) Savings Plan vs the 2023 asset distribution
By assets, Arbella 401(k) Savings Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $254M |
|---|---|
| Net Assets (End of Year) | $292M |
| Net Income | $38M |
| Employer EIN | 043022050 |
| Plan Effective Date | 1988-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arbella Mutual Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 998 | $254M |
| 2023 | 1 | 1,021 | $292M |
| 2024 | 1 | 1,041 | $332M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Arbella 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Arbella 401(k) Savings Plan by total assets, not by location.
- Lutz Financial Pooled Employer Plan (CA) $292M · 4,201
- Movement Mortgage 401(k) Plan (SC) $292M · 4,510
- Sunrun Inc. 401(k) Plan (CA) $292M · 10,027
- Crown Cork & Seal Company, Inc. 401(k) Retirement Savings Plan (PA) $292M · 1,951
Frequently Asked Questions
How did Arbella 401(k) Savings Plan assets move in 2023? ▼
How have Arbella Mutual Insurance Company plan assets changed over time? ▼
Where does Arbella 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Arbella 401(k) Savings Plan? ▼
Next read for Arbella 401(k) Savings Plan
Scale reading
Ways to act on Arbella 401(k) Savings Plan's numbers.
- By total assets, Arbella 401(k) 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 Massachusetts. Compare plans
- Arbella Mutual Insurance Company's sponsor-wide assets have grown 30.8% since 2022 across 3 plan years on file. More Finance & Insurance plans