401(k) · DOL Form 5500 · 2023

Brotherhood Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
617
Participants Below avg headcount
89th
Percentile by assets National rank
$122,990
Avg per participant Near avg balance/head
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Official DOL plan name: Brotherhood Mutual Insurance Company 401(k) Plan · Sponsored by Brotherhood Mutual Insurance Company · Indiana · Finance & Insurance

$76M in assets, 617 participants

Brotherhood Mutual Insurance Company's Brotherhood Mutual Insurance Company 401(k) Plan reported $76M in total assets and 617 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,400 in Finance & Insurance (8,869 peers)

Where Brotherhood Mutual Insurance Company 401(k) Plan sits by assets

Brotherhood Mutual Insurance Company 401(k) Plan sits in the top quartile of all filed plans by assets, $76M for 617 participants (~$122,990/participant), up 24.8% in 2023.

#7,400
in Finance & Insurance (8,869 peers)
+24.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Brotherhood Mutual Insurance Company 401(k) Plan's outsized position by total assets

Brotherhood Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$75,884,865 Top 11% higher than 89% 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

Brotherhood Mutual Insurance Company 401(k) 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. Brotherhood Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (617 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brotherhood Mutual Insurance Company 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Brotherhood Mutual Insurance Company 401(k) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Brotherhood Mutual Insurance Company 401(k) Plan reported participants rose from 580 in the plan year 2022 filing to 617 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350198580 · Brotherhood Mutual Insurance Company PY 2023 · 401(k)

Brotherhood Mutual Insurance Company 401(k) Plan · $76M · 617 · 89th

  • EOY $76M
  • 5500 617
  • ASSETS 89th
  • PCT 401(k)
  • EIN near Verabank, Inc. 401(k) Employee Stock Ownership Plan
  • RANK ind #7400

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 Indiana →

Brotherhood Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Serigraph, Inc. 401(k) Savings PlanSerigraph, Inc. 401(k) Savin…$76MVerabank, Inc. 401(k) Employee Stock Ownership PlanVerabank, Inc. 401(k) Employ…$76MLsa Associates, Inc. Profit-Sharing and Savings Plan and TrustLsa Associates, Inc. Profit-…$76MBrotherhood Mutual Insurance Company 401(k) PlanBrotherhood Mutual Insurance…$76MMesser Construction Co. 401(k) Savings PlanMesser Construction Co. 401(…$76M
End-of-year total assets ($M) among Brotherhood Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$76M
Net Income$15M
Employer EIN350198580
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brotherhood Mutual Insurance Company)

Sponsor-wide plan assets over time

All Brotherhood Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$86M 41.576083389958676% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.8M $86.1M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 580 $61M
2023 1 617 $76M
2024 1 649 $86M

Nearby 401(k) Plans in Indiana

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

Brotherhood Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Brotherhood Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.075884865 · Participants: 617Brotherhood Mutual Insurance Company 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Brotherhood Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Brotherhood Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Verabank, Inc. 401(k) Employee Stock Ownership Plan in TX ($76M); by covered participants it is Empower Federal Credit Union 401(k) Plan in NY (617 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (617 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 Brotherhood Mutual Insurance Company 401(k) Plan assets move in 2023? ▼
Brotherhood Mutual Insurance Company 401(k) Plan grew sharply - up 24.8% during 2023, from $61M to $76M. Reported net income was $15M.
How have Brotherhood Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brotherhood Mutual Insurance Company's sponsor-wide assets grew 41.6%, from $61M to $86M.
Where does Brotherhood Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Brotherhood Mutual Insurance Company 401(k) Plan ranks in the 89th 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 Brotherhood Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Verabank, Inc. 401(k) Employee Stock Ownership Plan in TX ($76M, 507 participants).
Which 401(k) plans cover a similar participant headcount to Brotherhood Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Empower Federal Credit Union 401(k) Plan in NY (617 participants, $64M 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 350198580.

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.