401(k) · DOL Form 5500 · 2024

The Mosaic Company 401(k) Plan

Data updated 2026-08-25

$297M
Total assets Near avg plan size
1,756
Participants Near avg headcount
96th
Percentile by assets National rank
$169,122
Avg per participant Above avg balance/head
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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.

  • #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.

#16,598
in Manufacturing (17,777 peers)
+9.9%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Mosaic Union Savings Plan's outsized position by total assets

Mosaic Union Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$296,978,240 Top 4% higher than 96% of 123,620 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 2024

Mosaic Union Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mosaic Union Savings Plan lands in the large band (1,756 participants).

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 →

DOL schedule card

Filing strip 201026454 · The Mosaic Company PY 2024 · 401(k)

Mosaic Union Savings Plan · $297M · 1,756 · 96th

  • BOY $297M
  • BOY 1,756
  • BOY 96th
  • BOY 401(k)
  • BOY near Healthequity 401(k) Plan
  • BOY ind #16598

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 Manufacturing retirement plans → · Plans in Florida →

Mosaic Union Savings Plan in the asset neighbourhood

Maplebear Inc. D/B/a Instacart Retirement PlanMaplebear Inc. D/B/a Instaca…$297MMosaic Union Savings Plan$297MHealthequity 401(k) Plan$297MTexas Capital 401(k) Plan$297MPace Analytical Retirement Savings PlanPace Analytical Retirement S…$297M
End-of-year total assets ($M) among Mosaic Union Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All The Mosaic Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 17.31045148188508% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B 202220232024 $0.98B $1.15B ▲ +17.3%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Mosaic Union Savings Plan, Total assets ($B): 0.29697824 · Participants: 1756Mosaic Union Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Mosaic Union Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Mosaic Union Savings Plan side-by-side with 3 peers →

Mosaic Union Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Healthequity 401(k) Plan in UT ($297M); by covered participants it is Bloomberg Industry Group, Inc. 401(k) Plan in VA (1,756 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($297M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,756 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Mosaic Union Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bloomberg Industry Group, Inc. 401(k) Plan in VA (1,756 participants, $447M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201026454.

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.