401(k) · DOL Form 5500 · 2024

Texas Mutual Insurance Company 401(k) Plan

Data updated 2026-08-11

$345M
Total assets
1,034
Participants
96th
Percentile by assets
$333,483
Avg per participant
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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.

  • 96th percentile by assets (of 123,622 plans)
  • #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.

$345M
total plan assets (2024 EOY)
1,034
covered participants
96th
percentile by assets (of 123,622 plans)
$333,483
avg assets per participant

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 →

State

Texas Mutual Insurance Company Retirement Savings Plan vs the 2024 asset distribution

By assets, Texas Mutual Insurance Company Retirement Savings Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).

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)

$200M$250M$300M$350M$400M 202220232024 $237M $345M ▲ +45.3%
Total plan assets by year, all Texas Mutual Insurance Company plans on file
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

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 Insuran…AT&T Retirement Savi…Exxonmobil Savings P…Chevron Employee Sav…Caterpillar 401(k) S…Southwest Airlines C…
Texas Mutual Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Texas Mutual Insurance Company Retirement Savings Plan by total assets, not by location.

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).

Next read for Texas Mutual Insurance Company Retiremen…

Scale reading

Ways to act on Texas Mutual Insurance Company Retirement Savings Plan's numbers.