401(k) · DOL Form 5500 · 2023
Employers Mutual Casualty Company 401(k) Plan
Data updated 2026-08-25
- $525M
- Total assets Above avg plan size
- 2,206
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $237,953
- Avg per participant Above avg balance/head
Official DOL plan name: Employers Mutual Casualty Company 401(k) Savings Plan · Sponsored by Employers Mutual Casualty Company · Iowa · Finance & Insurance
$525M in assets, 2,206 participants
Employers Mutual Casualty Company's Employers Mutual Casualty Company 401(k) Savings Plan reported $525M in total assets and 2,206 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,481 in Finance & Insurance (8,869 peers)
Coverage in Iowa
Employers Mutual Casualty Company 401(k) Savings Plan covers 2,206 participants in Iowa, 3.6x the typical Iowa plan (state average ~609 per filing). Assets: $525M.
- #8,481
- in Finance & Insurance (8,869 peers)
- +12.5%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
Employers Mutual Casualty Company 401(k) Savings Plan's outsized position by total assets
Employers Mutual Casualty Company 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$524,924,804 Top 3% higher than 97% 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
Employers Mutual Casualty Company 401(k) Savings 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. Employers Mutual Casualty Company 401(k) Savings Plan lands in the large band (2,206 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employers Mutual Casualty Company 401(k) Savings Plan reported net income rose from -$103M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Employers Mutual Casualty Company 401(k) Savings Plan end-of-year assets rose from $466M in the plan year 2022 filing to $525M in the plan year 2023 filing.
- Employers Mutual Casualty Company 401(k) Savings Plan reported participants fell from 2,280 in the plan year 2022 filing to 2,206 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 420234980 · Employers Mutual Casualty Company PY 2023 · 401(k)
Employers Mutual Casualty Company 401(k) Savings Plan · $525M · 2,206 · 97th
- EOY $525M
- EOY 2,206
- EOY 97th
- EOY 401(k)
- EOY near Ascend Savings & Investment Plan
- EOY ind #8481
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 Iowa →
Employers Mutual Casualty Company 401(k) Savings Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $466M |
|---|---|
| Net Assets (End of Year) | $525M |
| Net Income | $58M |
| Employer EIN | 420234980 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Employers Mutual Casualty Company)
Sponsor-wide plan assets over time
All Employers Mutual Casualty Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $917M 16.47441810533862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,317 | $787M |
| 2023 | 2 | 4,041 | $872M |
| 2024 | 2 | 4,112 | $917M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Employers Mutual Casualty Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Ascend Savings & Investment Plan in TX ($525M); by covered participants it is Mott Macdonald 401(k) Plan in NJ (2,206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($525M here).
- Ascend Savings & Investment Plan (TX) $525M · 2,505
- Jackson Lewis P.C. Retirement Savings Plan (NY) $524M · 1,436
- Cno 401(k) Plan (IN) $526M · 3,380
- Albany Medical Center 403 (B) Plan (NY) $526M · 9,335
Similar participant headcount
Nearest other-state filings by covered participants (2,206 participants); asset peers above are excluded.
- Mott Macdonald 401(k) Plan (NJ) 2,206 · 0 off
- Heritage Operations Group, LLC Retirement Savings Plan (IL) 2,206 · 0 off
- Refuel 401(k) Plan (SC) 2,206 · 0 off
- Northwest Bank 401(k) Plan (PA) 2,207 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.