401(k) · DOL Form 5500 · 2024

Farmers Investment Co. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
138
Participants Small participant base
43rd
Percentile by assets National rank
$38,870
Avg per participant Low balance/head
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Official DOL plan name: Farmers Investment Co. 401(k) Savings Plan and Trust · Sponsored by Farmers Investment Co. · Arizona · Agriculture, Forestry & Fishing

$5M in assets, 138 participants

Farmers Investment Co.'s Farmers Investment Co. 401(k) Savings Plan and Trust reported $5M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #545 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Arizona

Farmers Investment Co. 401(k) Savings Plan and Trust covers 138 participants in Arizona, about 24% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#545
in Agriculture, Forestry & Fishing (1,217 peers)
+5.7%
assets growth YoY

Farmers Investment Co. 401(k) Savings Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Farmers Investment Co. 401(k) Savings Plan and Trust vs every filed plan by assets

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

$5,364,099 43rd percentile higher than 43% 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

Farmers Investment Co. 401(k) Savings Plan and Trust 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. Farmers Investment Co. 401(k) Savings Plan and Trust sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Farmers Investment Co. 401(k) Savings Plan and Trust reported net income rose from -$175K in the plan year 2023 filing to $290K in the plan year 2024 filing.
  • Farmers Investment Co. 401(k) Savings Plan and Trust reported participants fell from 151 in the plan year 2023 filing to 138 in the plan year 2024 filing.
  • Farmers Investment Co. 401(k) Savings Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860090323 · Farmers Investment Co. PY 2024 · 401(k)

Farmers Investment Co. 401(k) Savings Plan and Trust · $5M · 138 · 43rd

  • PHOTO $5M
  • IND 138
  • EOY 43rd
  • 5500 401(k)
  • ASSETS near Coastline Resources, Inc. 401(k) Plan
  • PCT ind #545

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Arizona →

Farmers Investment Co. 401(k) Savings Plan and Trust in the asset neighbourhood

Farmers Investment Co. 401(k) Savings Plan and TrustFarmers Investment Co. 401(k…$5MCoastline Resources, Inc. 401(k) PlanCoastline Resources, Inc. 40…$5MDextera Corporation 401(k) Profit Sharing PlanDextera Corporation 401(k) P…$5MWilliam M. Mercer and Associates, Inc. Profit Sharing PlanWilliam M. Mercer and Associ…$5MThe Zoo Digital Production 401(k) PlanThe Zoo Digital Production 4…$5M
End-of-year total assets ($M) among Farmers Investment Co. 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$290K
Employer EIN860090323
Plan Effective Date1998-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Farmers Investment Co.)

Sponsor-wide plan assets over time

All Farmers Investment Co. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.194629165511664% vs 2022
2024 filing year
$5M$5.1M$5.2M$5.3M$5.4M 202220232024 $5.25M $5.36M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 219 $5M
2023 1 151 $5M
2024 1 138 $5M

Nearby 401(k) Plans in Arizona

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

Farmers Investment Co. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Farmers Investment Co. 401(k) Savings Plan and Trust, Total assets ($B): 0.005364099 · Participants: 138Farmers Investment Co. 401(k) Savings Plan and TrustBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Farmers Investment Co. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Farmers Investment Co. 401(k) Savings Plan and Trust side-by-side with 3 peers →

Farmers Investment Co. 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Coastline Resources, Inc. 401(k) Plan in CA ($5M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Farmers Investment Co. 401(k) Savings Plan and Trust assets move in 2024? ▼
Farmers Investment Co. 401(k) Savings Plan and Trust grew at a solid clip - up 5.7% during 2024, from $5M to $5M. Reported net income was $290K.
How have Farmers Investment Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farmers Investment Co.'s sponsor-wide assets grew 2.2%, from $5M to $5M.
Which 401(k) plans are similar in size to Farmers Investment Co. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Coastline Resources, Inc. 401(k) Plan in CA ($5M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Farmers Investment Co. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M 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 860090323.

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.