401(k) · DOL Form 5500 · 2024

Union Mutual Fire Insurance Company 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
94
Participants Small participant base
81st
Percentile by assets National rank
$404,085
Avg per participant High balance/head
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Official DOL plan name: Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust · Sponsored by Union Mutual Fire Insurance Company · Vermont · Finance & Insurance

$38M in assets, 94 participants

Union Mutual Fire Insurance Company's Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust reported $38M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,992 in Finance & Insurance (8,549 peers)

Where Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust sits by assets

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust sits in the top quartile of all filed plans by assets, $38M for 94 participants (~$404,085/participant), up 8.1% in 2024.

#5,992
in Finance & Insurance (8,549 peers)
+8.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust's outsized position by total assets

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust vs every filed plan by assets

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

$37,983,962 Top 19% higher than 81% 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

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust reported participants rose from 93 in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 030163640 · Union Mutual Fire Insurance Company PY 2024 · 401(k)

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust · $38M · 94 · 81st

  • IND $38M
  • EOY 94
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Patrick Dealer Group Savings Plan
  • EIN ind #5992

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 Vermont →

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust in the asset neighbourhood

401(k)/Profit Sharing Plan and Trust for Employees of Central Florida Hospitalist Partners, P.a.401(k)/Profit Sharing Plan a…$38MJacobs Entertainment, Inc.'s 401(k) PlanJacobs Entertainment, Inc.'s…$38MUnion Mutual Fire Insurance Company 401(k) Employee Savings Plan and TrustUnion Mutual Fire Insurance …$38MPatrick Dealer Group Savings PlanPatrick Dealer Group Savings…$38MModera Wealth Management, LLC 401(k) PlanModera Wealth Management, LL…$38M
End-of-year total assets ($M) among Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN030163640
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Mutual Fire Insurance Company)

Sponsor-wide plan assets over time

All Union Mutual Fire Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$38M 19.85515384145713% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $31.7M $38M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 87 $32M
2023 1 93 $35M
2024 1 94 $38M

Nearby 401(k) Plans in Vermont

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

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust, Total assets ($B): 0.037983962 · Participants: 94Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and TrustThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust side-by-side with 3 peers →

Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Patrick Dealer Group Savings Plan in IL ($38M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust assets move in 2024? ▼
Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust grew at a solid clip - up 8.1% during 2024, from $35M to $38M. Reported net income was $3M.
How have Union Mutual Fire Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Mutual Fire Insurance Company's sponsor-wide assets grew 19.9%, from $32M to $38M.
Where does Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Patrick Dealer Group Savings Plan in IL ($38M, 317 participants).
Which 401(k) plans cover a similar participant headcount to Union Mutual Fire Insurance Company 401(k) Employee Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M 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 030163640.

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.