401(k) · DOL Form 5500 · 2024

The Mosaic Company 401(k) Plan

Data updated 2026-08-11

$297M
Total assets
1,756
Participants
96th
Percentile by assets
$169,122
Avg per participant
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Official DOL plan name: Mosaic Union Savings Plan · Sponsored by The Mosaic Company · Florida · Manufacturing

$297M in assets, 1,756 participants

The Mosaic Company's Mosaic Union Savings Plan reported $297M in total assets and 1,756 participants in its 2024 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 123,622 plans)
  • #16,598 in Manufacturing (17,777 peers)

Coverage in Florida

Mosaic Union Savings Plan covers 1,756 participants in Florida, 2.8x the typical Florida plan (state average ~628 per filing). Assets: $297M.

$297M
total plan assets (2024 EOY)
1,756
covered participants
96th
percentile by assets (of 123,622 plans)
$169,122
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mosaic Union Savings Plan reported net income fell from $17M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Mosaic Union Savings Plan end-of-year assets rose from $270M in the plan year 2023 filing to $297M in the plan year 2024 filing.
  • Mosaic Union Savings Plan reported participants fell from 1,767 in the plan year 2023 filing to 1,756 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Mosaic Union Savings Plan reports 1,756 participants - 2.8x that state average ($297M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$270M
Net Assets (End of Year)$297M
Net Income$15M
Employer EIN201026454
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mosaic Company)

$0.9B$1B$1.1B$1.2B 202220232024 $0.98B $1.15B ▲ +17.3%
Total plan assets by year, all The Mosaic Company plans on file
Year Plans Participants Total Assets
2022 3 4,405 $980M
2023 3 3,873 $1.1B
2024 2 3,929 $1.2B

Nearby 401(k) Plans in Florida

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

Mosaic Union Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Mosaic Union Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Mosaic Union Savings…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
Mosaic Union Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Mosaic Union Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Mosaic Union Savings Plan assets move in 2024?
Mosaic Union Savings Plan grew at a solid clip - up 9.9% during 2024, from $270M to $297M. Reported net income was $15M.
How have The Mosaic Company plan assets changed over time?
Across 3 plan years on file (2022-2024), The Mosaic Company's sponsor-wide assets grew 17.3%, from $980M to $1.2B.
Where does Mosaic Union Savings Plan rank by assets among Form 5500 filers?
Mosaic Union Savings Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Mosaic Union Savings Plan?
Among 401(k) plans in other states, the closest by assets is Healthequity 401(k) Plan in UT ($297M, 3,218 participants).

Filing takeaways

Ways to act on Mosaic Union Savings Plan's numbers.