401(k) · DOL Form 5500 · 2024

Texas Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$345M
Total assets Above avg plan size
1,034
Participants Near avg headcount
96th
Percentile by assets National rank
$333,483
Avg per participant High balance/head
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Official DOL plan name: Texas Mutual Insurance Company Retirement Savings Plan · Sponsored by Texas Mutual Insurance Company · Texas · Finance & Insurance

$345M in assets, 1,034 participants

Texas Mutual Insurance Company's Texas Mutual Insurance Company Retirement Savings Plan reported $345M in total assets and 1,034 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.

  • #8,000 in Finance & Insurance (8,549 peers)

Where Texas Mutual Insurance Company Retirement Savings Plan sits by assets

Texas Mutual Insurance Company Retirement Savings Plan sits in the top 5% of all filed plans by assets, $345M for 1,034 participants (~$333,483/participant), up 18.7% in 2024.

#8,000
in Finance & Insurance (8,549 peers)
+18.7%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Texas Mutual Insurance Company Retirement Savings Plan's outsized position by total assets

Texas Mutual Insurance Company Retirement Savings Plan vs every filed plan by assets

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

$344,821,824 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

Texas Mutual Insurance Company Retirement 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. Texas Mutual Insurance Company Retirement Savings Plan lands in the large band (1,034 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas Mutual Insurance Company Retirement Savings Plan end-of-year assets rose from $291M in the plan year 2023 filing to $345M in the plan year 2024 filing.
  • Texas Mutual Insurance Company Retirement Savings Plan reported participants rose from 985 in the plan year 2023 filing to 1,034 in the plan year 2024 filing.
  • Texas Mutual Insurance Company Retirement Savings Plan reported net income rose from $53M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 742615873 · Texas Mutual Insurance Company PY 2024 · 401(k)

Texas Mutual Insurance Company Retirement Savings Plan · $345M · 1,034 · 96th

  • NET $345M
  • NET 1,034
  • NET 96th
  • NET 401(k)
  • NET near Mgic Profit Sharing and Savings Plan
  • NET ind #8000

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 Texas →

Texas Mutual Insurance Company Retirement Savings Plan in the asset neighbourhood

Kering Americas, Inc. Retirement and Savings PlanKering Americas, Inc. Retire…$345MTexas Mutual Insurance Company Retirement Savings PlanTexas Mutual Insurance Compa…$345MMgic Profit Sharing and Savings PlanMgic Profit Sharing and Savi…$345MCoorstek LLC Savings and Investment PlanCoorstek LLC Savings and Inv…$345MVentura Foods, LLC Profit Sharing 401(k) PlanVentura Foods, LLC Profit Sh…$344M
End-of-year total assets ($M) among Texas Mutual Insurance Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$291M
Net Assets (End of Year)$345M
Net Income$54M
Employer EIN742615873
Plan Effective Date2008-03-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Mutual Insurance Company)

Sponsor-wide plan assets over time

All Texas Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$345M 45.25464408849162% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $237M $345M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 941 $237M
2023 1 985 $291M
2024 1 1,034 $345M

Nearby 401(k) Plans in Texas

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

Texas Mutual Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Mutual Insurance Company Retirement Savings Plan, Total assets ($B): 0.344821824 · Participants: 1034Texas Mutual Insurance Company Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Texas Mutual Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Mutual Insurance Company Retirement Savings Plan side-by-side with 3 peers →

Texas Mutual Insurance Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mgic Profit Sharing and Savings Plan in WI ($345M); by covered participants it is Batteries Plus, LLC 401(k) Plan in WI (1,034 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($345M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,034 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 Texas Mutual Insurance Company Retirement Savings Plan assets move in 2024? ▼
Texas Mutual Insurance Company Retirement Savings Plan grew sharply - up 18.7% during 2024, from $291M to $345M. Reported net income was $54M.
How have Texas Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Mutual Insurance Company's sponsor-wide assets grew 45.3%, from $237M to $345M.
Where does Texas Mutual Insurance Company Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Texas Mutual Insurance Company Retirement 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 Texas Mutual Insurance Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mgic Profit Sharing and Savings Plan in WI ($345M, 643 participants).
Which 401(k) plans cover a similar participant headcount to Texas Mutual Insurance Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Batteries Plus, LLC 401(k) Plan in WI (1,034 participants, $41M 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 742615873.

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.