401(k) · DOL Form 5500 · 2023
Shelter Mutual Insurance Company 401(k) Plan
Data updated 2026-08-25
- $640M
- Total assets Above avg plan size
- 2,079
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $308,070
- Avg per participant High balance/head
Official DOL plan name: The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company · Sponsored by Shelter Mutual Insurance Company · Missouri · Finance & Insurance
$640M in assets, 2,079 participants
Shelter Mutual Insurance Company's The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company reported $640M in total assets and 2,079 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.
- #8,540 in Finance & Insurance (8,869 peers)
Coverage in Missouri
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company covers 2,079 participants in Missouri, 2.8x the typical Missouri plan (state average ~737 per filing). Assets: $640M.
- #8,540
- in Finance & Insurance (8,869 peers)
- +12.8%
- assets growth YoY
- 6.4×
- vs typical plan assets (national mean)
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company's outsized position by total assets
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$640,477,513 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company'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. The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company lands in the large band (2,079 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company reported net income rose from -$130M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company end-of-year assets rose from $568M in the plan year 2022 filing to $640M in the plan year 2023 filing.
- The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company reported participants rose from 2,039 in the plan year 2022 filing to 2,079 in the plan year 2023 filing.
DOL schedule card
Filing strip 430613000 · Shelter Mutual Insurance Company PY 2023 · 401(k)
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company · $640M · 2,079 · 98th
- NET $640M
- NET 2,079
- NET 98th
- NET 401(k)
- NET near Apache Corporation 401(k) Savings Plan
- NET ind #8540
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 →
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $568M |
|---|---|
| Net Assets (End of Year) | $640M |
| Net Income | $73M |
| Employer EIN | 430613000 |
| Plan Effective Date | 1973-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,909 | $1.2B |
| 2023 | 2 | 3,771 | $1.3B |
| 2024 | 2 | 3,693 | $1.3B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Apache Corporation 401(k) Savings Plan in TX ($641M); by covered participants it is Millennium International Management LP Savings Plan in NY (2,079 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($640M here).
- Apache Corporation 401(k) Savings Plan (TX) $641M · 1,431
- Harman International Industries, Incorporated Retirement Savings Plan (CT) $640M · 2,045
- Cohnreznick LLP 401(k) Profit Sharing Plan (NJ) $640M · 3,610
- Givaudan's 401(k) Retirement Savings Plan (NJ) $639M · 2,556
Similar participant headcount
Nearest other-state filings by covered participants (2,079 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.