401(k) · DOL Form 5500 · 2024
The Mosaic Company 401(k) Plan
Data updated 2026-08-25
- $853M
- Total assets Above avg plan size
- 2,173
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $392,659
- Avg per participant High balance/head
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.
- #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.
- #17,249
- in Manufacturing (17,777 peers)
- +7.9%
- assets growth YoY
- 8.6×
- vs typical plan assets (national mean)
Mosaic Investment Plan's outsized position by total assets
Mosaic Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$853,247,831 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mosaic Investment 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 Investment Plan lands in the large band (2,173 participants).
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.
Plan-year Form 5500 strip
Filing strip 201026454 · The Mosaic Company PY 2024 · 401(k)
Mosaic Investment Plan · $853M · 2,173 · 98th
- SCH $853M
- SCH 2,173
- SCH 98th
- SCH 401(k)
- SCH near Vandalia Health System 401(k) Retirement Savings P
- SCH ind #17249
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 Investment Plan in the asset neighbourhood
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)
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
| 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.
- 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
Mosaic Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Vandalia Health System 401(k) Retirement Savings P in WV ($853M); by covered participants it is Hutchinson Corporation 401(k) Plan & Trust in MI (2,173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($853M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,173 participants); asset peers above are excluded.
- Hutchinson Corporation 401(k) Plan & Trust (MI) 2,173 · 0 off
- Athens Services 401(k) Profit Sharing Plan (CA) 2,173 · 0 off
- Lamb Weston, Inc. 401(k) Plan for Salaried and Hourly Employees (ID) 2,174 · 1 off
- Silverado Senior Living Holdings, Inc. 401(k) Plan (CA) 2,174 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.