401(k) · DOL Form 5500 · 2024
The Mosaic Company 401(k) Plan
Data updated 2026-08-11
- $853M
- Total assets
- 2,173
- Participants
- 98th
- Percentile by assets
- $392,659
- Avg per participant
Official DOL plan name: Mosaic Investment Plan · Sponsored by The Mosaic Company · Florida · Manufacturing
$853M in assets, 2,173 participants
The Mosaic Company's Mosaic Investment Plan reported $853M in total assets and 2,173 participants in its 2024 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.
- 98th percentile by assets (of 123,622 plans)
- #17,249 in Manufacturing (17,777 peers)
Coverage in Florida
Mosaic Investment Plan covers 2,173 participants in Florida, 3.5x the typical Florida plan (state average ~628 per filing). Assets: $853M.
- $853M
- total plan assets (2024 EOY)
- 2,173
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $392,659
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mosaic Investment Plan reported net income fell from $80M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Mosaic Investment Plan end-of-year assets rose from $791M in the plan year 2023 filing to $853M in the plan year 2024 filing.
- Mosaic Investment Plan reported participants rose from 2,033 in the plan year 2023 filing to 2,173 in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Mosaic Investment Plan reports 2,173 participants - 3.5x that state average ($853M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $791M |
|---|---|
| Net Assets (End of Year) | $853M |
| Net Income | $55M |
| Employer EIN | 201026454 |
| Plan Effective Date | 1988-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Mosaic Company)
| 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 Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Mosaic Investment Plan by total assets, not by location.
- Vandalia Health System 401(k) Retirement Savings P (WV) $853M · N/A
- Willkie Farr & Gallagher LLP Retirement Savings Plan (NY) $853M · 1,625
- Skyworks Solutions Savings and Retirement 401(k) Plan (MA) $853M · 2,273
- Baptist Health 401(k) Plan (KY) $852M · 16,771
Frequently Asked Questions
How did Mosaic Investment Plan assets move in 2024? ▼
How have The Mosaic Company plan assets changed over time? ▼
Where does Mosaic Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Mosaic Investment Plan? ▼
Next read for Mosaic Investment Plan
Filing takeaways
Ways to act on Mosaic Investment Plan's numbers.
- By total assets, Mosaic Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- The Mosaic Company's sponsor-wide assets have grown 17.3% since 2022 across 3 plan years on file. More Manufacturing plans