Defined Benefit (Pension) · DOL Form 5500 · 2023

Shelter Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$616M
Total assets Above avg plan size
1,692
Participants Near avg headcount
98th
Percentile by assets National rank
$364,063
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shelter Insurance Employees Retirement Plan · Sponsored by Shelter Mutual Insurance Company · Missouri · Finance & Insurance

$616M in assets, 1,692 participants

Shelter Mutual Insurance Company's Shelter Insurance Employees Retirement Plan reported $616M in total assets and 1,692 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,534 in Finance & Insurance (8,869 peers)

Coverage in Missouri

Shelter Insurance Employees Retirement Plan covers 1,692 participants in Missouri, 2.3x the typical Missouri plan (state average ~737 per filing). Assets: $616M.

#8,534
in Finance & Insurance (8,869 peers)
+1.8%
assets growth YoY
6.2×
vs typical plan assets (national mean)

Shelter Insurance Employees Retirement Plan's outsized position by total assets

Shelter Insurance Employees Retirement Plan vs every filed plan by assets

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

$615,994,610 Top 2% higher than 98% 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

Shelter Insurance Employees Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelter Insurance Employees Retirement Plan lands in the large band (1,692 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shelter Insurance Employees Retirement Plan reported net income rose from -$133M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Shelter Insurance Employees Retirement Plan reported participants fell from 1,870 in the plan year 2022 filing to 1,692 in the plan year 2023 filing.
  • Shelter Insurance Employees Retirement Plan end-of-year assets rose from $605M in the plan year 2022 filing to $616M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 430613000 · Shelter Mutual Insurance Company PY 2023 · Defined Benefit (Pension)

Shelter Insurance Employees Retirement Plan · $616M · 1,692 · 98th

  • EOY $616M
  • 5500 1,692
  • ASSETS 98th
  • PCT Defined Benefit (Pension)
  • EIN near General Dynamics Retirement Plan (Land Systems)
  • RANK ind #8534

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 Missouri →

Shelter Insurance Employees Retirement Plan in the asset neighbourhood

Retirement Plan for the Hourly Employees of MsdRetirement Plan for the Hour…$617MShelter Insurance Employees Retirement PlanShelter Insurance Employees …$616MGeneral Dynamics Retirement Plan (Land Systems)General Dynamics Retirement …$615MLocal 295 I.B.T. Employer Group Pension Trust FundLocal 295 I.B.T. Employer Gr…$615MChristiana Care Health Services, Inc. Retirement PlanChristiana Care Health Servi…$615M
End-of-year total assets ($M) among Shelter Insurance Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$605M
Net Assets (End of Year)$616M
Net Income$10M
Employer EIN430613000
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelter Mutual Insurance Company)

Sponsor-wide plan assets over time

All Shelter Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 10.10008044195032% vs 2022
2024 filing year
$1.15B$1.2B$1.25B$1.3B$1.35B 202220232024 $1.17B $1.29B ▲ +10.3%
Year Plans Participants Total Assets
2022 2 3,909 $1.2B
2023 2 3,771 $1.3B
2024 2 3,693 $1.3B

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shelter Insurance Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0246810 Total assets ($B) Participants Shelter Insurance Employees Retirement Plan, Total assets ($B): 0.61599461 · Participants: 1692Shelter Insurance Employees Retirement PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Shelter Insurance Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Shelter Insurance Employees Retirement Plan side-by-side with 3 peers →

Shelter Insurance Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is General Dynamics Retirement Plan (Land Systems) in VA ($615M); by covered participants it is Kone Inc. Employees' Retirement Plan in IL (1,693 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,692 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 Shelter Insurance Employees Retirement Plan assets move in 2023? ▼
Shelter Insurance Employees Retirement Plan edged up modestly - up 1.8% during 2023, from $605M to $616M. Reported net income was $10M.
How have Shelter Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelter Mutual Insurance Company's sponsor-wide assets grew 10.1%, from $1.2B to $1.3B.
Where does Shelter Insurance Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Shelter Insurance Employees Retirement Plan ranks in the 98th 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 Defined Benefit (Pension) plans are similar in size to Shelter Insurance Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is General Dynamics Retirement Plan (Land Systems) in VA ($615M, 1,096 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shelter Insurance Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kone Inc. Employees' Retirement Plan in IL (1,693 participants, $168M 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 430613000.

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.