Defined Benefit (Pension) · DOL Form 5500 · 2024

Federated Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$789M
Total assets Above avg plan size
2,571
Participants Above avg headcount
98th
Percentile by assets National rank
$306,751
Avg per participant High balance/head
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Official DOL plan name: Federated Mutual Retirement Plan · Sponsored by Federated Mutual Insurance Company · Minnesota · Finance & Insurance

$789M in assets, 2,571 participants

Federated Mutual Insurance Company's Federated Mutual Retirement Plan reported $789M in total assets and 2,571 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.

  • #8,248 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Federated Mutual Retirement Plan covers 2,571 participants in Minnesota, 2.3x the typical Minnesota plan (state average ~1,126 per filing). Assets: $789M.

#8,248
in Finance & Insurance (8,549 peers)
+3.9%
assets growth YoY
7.9×
vs typical plan assets (national mean)

Federated Mutual Retirement Plan's outsized position by total assets

Federated Mutual Retirement Plan vs every filed plan by assets

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

$788,657,003 Top 2% higher than 98% 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

Federated Mutual Retirement 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. Federated Mutual Retirement Plan lands in the large band (2,571 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Federated Mutual Retirement Plan reported net income fell from $108M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Federated Mutual Retirement Plan reported participants rose from 2,391 in the plan year 2023 filing to 2,571 in the plan year 2024 filing.
  • Federated Mutual Retirement Plan end-of-year assets rose from $759M in the plan year 2023 filing to $789M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 410417460 · Federated Mutual Insurance Company PY 2024 · Defined Benefit (Pension)

Federated Mutual Retirement Plan · $789M · 2,571 · 98th

  • BOY $789M
  • BOY 2,571
  • BOY 98th
  • BOY Defined Benefit (Pension)
  • BOY near United Steelworkers International Union Staff Pension Plan
  • BOY ind #8248

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 Minnesota →

Federated Mutual Retirement Plan in the asset neighbourhood

United Steelworkers International Union Staff Pension PlanUnited Steelworkers Internat…$789MFederated Mutual Retirement PlanFederated Mutual Retirement …$789MKirkland & Ellis LLP 2011 Retirement PlanKirkland & Ellis LLP 2011 Re…$788MNv Energy Retirement Plan$788MSheet Metal Workers' Local 73 Pension FundSheet Metal Workers' Local 7…$786M
End-of-year total assets ($M) among Federated Mutual Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$759M
Net Assets (End of Year)$784M
Net Income$26M
Employer EIN410417460
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Federated Mutual Insurance Company)

Sponsor-wide plan assets over time

All Federated Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 25.315258442611288% vs 2022
2024 filing year
$1.1B$1.2B$1.3B$1.4B$1.5B$1.6B 202220232024 $1.23B $1.54B ▲ +25.2%
Year Plans Participants Total Assets
2022 2 5,073 $1.2B
2023 2 5,167 $1.4B
2024 2 5,491 $1.5B

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Federated Mutual Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants Federated Mutual Retirement Plan, Total assets ($B): 0.788657003 · Participants: 2571Federated Mutual Retirement PlanMayo Pension Plan, Total assets ($B): 11.816211651 · Participants: 71743Mayo Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 8.87866493 · Participants: 91323M Employee Retirement Income PlanWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.278776602 · Participants: 46875Wells Fargo & Company Cash Balance PlanU.S. Bank Pension Plan, Total assets ($B): 4.38225088 · Participants: 62822U.S. Bank Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.23694343 · Participants: 27237The Travelers Pension Plan
Federated Mutual Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Federated Mutual Retirement Plan side-by-side with 3 peers →

Federated Mutual Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is United Steelworkers International Union Staff Pension Plan in PA ($789M); by covered participants it is Ufcw Local 23 & Giant Eagle Pension Fund in PA (2,570 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($789M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,571 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 Federated Mutual Retirement Plan assets move in 2024? ▼
Federated Mutual Retirement Plan edged up modestly - up 3.9% during 2024, from $759M to $789M. Reported net income was $26M.
How have Federated Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Federated Mutual Insurance Company's sponsor-wide assets grew 25.3%, from $1.2B to $1.5B.
Where does Federated Mutual Retirement Plan rank by assets among Form 5500 filers? ▼
Federated Mutual Retirement Plan ranks in the 98th 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 Defined Benefit (Pension) plans are similar in size to Federated Mutual Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Steelworkers International Union Staff Pension Plan in PA ($789M, 700 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Federated Mutual Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw Local 23 & Giant Eagle Pension Fund in PA (2,570 participants, $80M 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 410417460.

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.