401(k) · DOL Form 5500 · 2024

Munich Re Specialty Group N.a. Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
271
Participants Below avg headcount
84th
Percentile by assets National rank
$186,437
Avg per participant Above avg balance/head
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Official DOL plan name: Munich Re Specialty Group N.a. Inc. Retirement Savings Plan · Sponsored by Munich Re Specialty Group N.a. Inc. · Illinois · Finance & Insurance

$51M in assets, 271 participants

Munich Re Specialty Group N.a. Inc.'s Munich Re Specialty Group N.a. Inc. Retirement Savings Plan reported $51M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,466 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Munich Re Specialty Group N.a. Inc. Retirement Savings Plan covers 271 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $51M.

#6,466
in Finance & Insurance (8,549 peers)
+4.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Munich Re Specialty Group N.a. Inc. Retirement Savings Plan's outsized position by total assets

Munich Re Specialty Group N.a. Inc. Retirement Savings Plan vs every filed plan by assets

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

$50,524,503 Top 16% higher than 84% 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

Munich Re Specialty Group N.a. Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Munich Re Specialty Group N.a. Inc. Retirement Savings Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Munich Re Specialty Group N.a. Inc. Retirement Savings Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Munich Re Specialty Group N.a. Inc. Retirement Savings Plan reported participants rose from 257 in the plan year 2023 filing to 271 in the plan year 2024 filing.
  • Munich Re Specialty Group N.a. Inc. Retirement Savings Plan end-of-year assets rose from $48M in the plan year 2023 filing to $51M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364108247 · Munich Re Specialty Group N.a. Inc. PY 2024 · 401(k)

Munich Re Specialty Group N.a. Inc. Retirement Savings Plan · $51M · 271 · 84th

  • PHOTO $51M
  • IND 271
  • EOY 84th
  • 5500 401(k)
  • ASSETS near Hershey Creamery Company Savings Plan
  • PCT ind #6466

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 Illinois →

Munich Re Specialty Group N.a. Inc. Retirement Savings Plan in the asset neighbourhood

Hershey Creamery Company Savings PlanHershey Creamery Company Sav…$51MSan Jose Medical Group, Inc. 401(k) PlanSan Jose Medical Group, Inc.…$51MLera Consulting Structural Engineers, R.L.L.P. Salary Reduction Profit Sharing PlanLera Consulting Structural E…$51MMunich Re Specialty Group N.a. Inc. Retirement Savings PlanMunich Re Specialty Group N.…$51ML & S Electric, Inc. 401(k) Profit Sharing PlanL & S Electric, Inc. 401(k) …$51M
End-of-year total assets ($M) among Munich Re Specialty Group N.a. Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$51M
Net Income$2M
Employer EIN364108247
Plan Effective Date1996-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Munich Re Specialty Group N.a. Inc.)

Sponsor-wide plan assets over time

All Munich Re Specialty Group N.a. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 18.22337752992912% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.7M $50.5M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 239 $43M
2023 1 257 $48M
2024 1 271 $51M

Nearby 401(k) Plans in Illinois

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

Munich Re Specialty Group N.a. Inc. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Munich Re Specialty Group N.a. Inc. Retirement Savings Plan, Total assets ($B): 0.050524503 · Participants: 271Munich Re Specialty Group N.a. Inc. Retirement Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Munich Re Specialty Group N.a. Inc. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Munich Re Specialty Group N.a. Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Hershey Creamery Company Savings Plan in PA ($51M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Munich Re Specialty Group N.a. Inc. Retirement Savings Plan assets move in 2024?
Munich Re Specialty Group N.a. Inc. Retirement Savings Plan edged up modestly - up 4.6% during 2024, from $48M to $51M. Reported net income was $2M.
How have Munich Re Specialty Group N.a. Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Munich Re Specialty Group N.a. Inc.'s sponsor-wide assets grew 18.2%, from $43M to $51M.
Where does Munich Re Specialty Group N.a. Inc. Retirement Savings Plan rank by assets among Form 5500 filers?
Munich Re Specialty Group N.a. Inc. Retirement Savings Plan ranks in the 84th 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 Munich Re Specialty Group N.a. Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Hershey Creamery Company Savings Plan in PA ($51M, 797 participants).
Which 401(k) plans cover a similar participant headcount to Munich Re Specialty Group N.a. Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Action Rentals Holdings, LLC in FL (271 participants, $509K in assets).