401(k) · DOL Form 5500 · 2024

Sfm Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
336
Participants Below avg headcount
90th
Percentile by assets National rank
$272,867
Avg per participant High balance/head
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Official DOL plan name: Sfm Mutual Insurance Company Savings and Retirement Plan · Sponsored by Sfm Mutual Insurance Company · Minnesota · Finance & Insurance

$92M in assets, 336 participants

Sfm Mutual Insurance Company's Sfm Mutual Insurance Company Savings and Retirement Plan reported $92M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,195 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Sfm Mutual Insurance Company Savings and Retirement Plan covers 336 participants in Minnesota, about 30% of the average Minnesota filer (state average ~1,126 per filing). Assets: $92M.

#7,195
in Finance & Insurance (8,549 peers)
+12.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

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

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

$91,683,225 Top 10% higher than 90% 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

Sfm Mutual Insurance Company Savings and Retirement 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. Sfm Mutual Insurance Company Savings and Retirement Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sfm Mutual Insurance Company Savings and Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Sfm Mutual Insurance Company Savings and Retirement Plan end-of-year assets rose from $81M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • Sfm Mutual Insurance Company Savings and Retirement Plan reported participants rose from 307 in the plan year 2023 filing to 336 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411459789 · Sfm Mutual Insurance Company PY 2024 · 401(k)

Sfm Mutual Insurance Company Savings and Retirement Plan · $92M · 336 · 90th

  • RANK $92M
  • PHOTO 336
  • IND 90th
  • EOY 401(k)
  • 5500 near M Financial Holdings Incorporated 401(k) Plan
  • ASSETS ind #7195

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 →

Sfm Mutual Insurance Company Savings and Retirement Plan in the asset neighbourhood

Franklin International, Inc. Thrift PlanFranklin International, Inc.…$92MEasterseals Southern California Retirement PlanEasterseals Southern Califor…$92MSfm Mutual Insurance Company Savings and Retirement PlanSfm Mutual Insurance Company…$92MM Financial Holdings Incorporated 401(k) PlanM Financial Holdings Incorpo…$92MRice Lake Weighing Systems Employees Profit Sharing Plus PlanRice Lake Weighing Systems E…$92M
End-of-year total assets ($M) among Sfm Mutual Insurance Company Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$92M
Net Income$10M
Employer EIN411459789
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sfm Mutual Insurance Company)

Sponsor-wide plan assets over time

All Sfm Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$92M 25.320954497094572% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.2M $91.7M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 279 $73M
2023 1 307 $81M
2024 1 336 $92M

Nearby 401(k) Plans in Minnesota

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

Sfm Mutual Insurance Company Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Sfm Mutual Insurance Company Savings and Retirement Plan, Total assets ($B): 0.091683225 · Participants: 336Sfm Mutual Insurance Company Savings and Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Sfm Mutual Insurance Company Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Sfm Mutual Insurance Company Savings and Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is M Financial Holdings Incorporated 401(k) Plan in OR ($92M); by covered participants it is To-Ricos Employee Savings and Retirement Plan in PR (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Sfm Mutual Insurance Company Savings and Retirement Plan assets move in 2024? ▼
Sfm Mutual Insurance Company Savings and Retirement Plan grew at a solid clip - up 12.6% during 2024, from $81M to $92M. Reported net income was $10M.
How have Sfm Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sfm Mutual Insurance Company's sponsor-wide assets grew 25.3%, from $73M to $92M.
Where does Sfm Mutual Insurance Company Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Sfm Mutual Insurance Company Savings and Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sfm Mutual Insurance Company Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is M Financial Holdings Incorporated 401(k) Plan in OR ($92M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Sfm Mutual Insurance Company Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is To-Ricos Employee Savings and Retirement Plan in PR (336 participants, $5M 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 411459789.

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.