401(k) · DOL Form 5500 · 2024

Grinnell Mutual Reinsurance Company 401(k) Plan

Data updated 2026-08-25

$152M
Total assets Near avg plan size
768
Participants Near avg headcount
93rd
Percentile by assets National rank
$197,527
Avg per participant Above avg balance/head
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Official DOL plan name: Grinnell Mutual Savings and Investment Plan · Sponsored by Grinnell Mutual Reinsurance Company · Iowa · Finance & Insurance

$152M in assets, 768 participants

Grinnell Mutual Reinsurance Company's Grinnell Mutual Savings and Investment Plan reported $152M in total assets and 768 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,604 in Finance & Insurance (8,549 peers)

Where Grinnell Mutual Savings and Investment Plan sits by assets

Grinnell Mutual Savings and Investment Plan sits in the top 10% of all filed plans by assets, $152M for 768 participants (~$197,527/participant), up 12.6% in 2024.

#7,604
in Finance & Insurance (8,549 peers)
+12.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Grinnell Mutual Savings and Investment Plan's outsized position by total assets

Grinnell Mutual Savings and Investment Plan vs every filed plan by assets

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

$151,700,744 Top 7% higher than 93% 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

Grinnell Mutual Savings and Investment 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. Grinnell Mutual Savings and Investment Plan sits mid-pack in the medium band (768 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grinnell Mutual Savings and Investment Plan end-of-year assets rose from $135M in the plan year 2023 filing to $152M in the plan year 2024 filing.
  • Grinnell Mutual Savings and Investment Plan reported net income rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Grinnell Mutual Savings and Investment Plan reported participants fell from 815 in the plan year 2023 filing to 768 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420245990 · Grinnell Mutual Reinsurance Company PY 2024 · 401(k)

Grinnell Mutual Savings and Investment Plan · $152M · 768 · 93rd

  • BOOK $152M
  • VS-ST 768
  • BOY 93rd
  • SCH 401(k)
  • EBSA near Sinch America 401(k) Plan
  • PART ind #7604

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 Iowa →

Grinnell Mutual Savings and Investment Plan in the asset neighbourhood

Arnot Health Employee Retirement PlanArnot Health Employee Retire…$152MGrinnell Mutual Savings and Investment PlanGrinnell Mutual Savings and …$152MSinch America 401(k) Plan$152MFidelity Building Services Group 401(k)Fidelity Building Services G…$152MManning & Napier Advisors, LLC 401(k) and Profit Sharing PlanManning & Napier Advisors, L…$152M
End-of-year total assets ($M) among Grinnell Mutual Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$152M
Net Income$17M
Employer EIN420245990
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grinnell Mutual Reinsurance Company)

Sponsor-wide plan assets over time

All Grinnell Mutual Reinsurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$224M 2.3097348199123355% vs 2022
2024 filing year
$210M$220M$230M$240M 202220232024 $219M $224M ▲ +2.3%
Year Plans Participants Total Assets
2022 2 1,112 $219M
2023 2 1,106 $238M
2024 2 1,027 $224M

Nearby 401(k) Plans in Iowa

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

Grinnell Mutual Savings and Investment Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Grinnell Mutual Savings and Investment Plan, Total assets ($B): 0.151700744 · Participants: 768Grinnell Mutual Savings and Investment PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Grinnell Mutual Savings and Investment Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Grinnell Mutual Savings and Investment Plan side-by-side with 3 peers →

Grinnell Mutual Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Sinch America 401(k) Plan in GA ($152M); by covered participants it is The Scott Fetzer Hourly Employee 401(k) Plan in OH (768 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($152M here).

Similar participant headcount

Nearest other-state filings by covered participants (768 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 Grinnell Mutual Savings and Investment Plan assets move in 2024? ▼
Grinnell Mutual Savings and Investment Plan grew at a solid clip - up 12.6% during 2024, from $135M to $152M. Reported net income was $17M.
How have Grinnell Mutual Reinsurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grinnell Mutual Reinsurance Company's sponsor-wide assets grew 2.3%, from $219M to $224M.
Where does Grinnell Mutual Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Grinnell Mutual Savings and Investment Plan ranks in the 93rd 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 Grinnell Mutual Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sinch America 401(k) Plan in GA ($152M, 1,255 participants).
Which 401(k) plans cover a similar participant headcount to Grinnell Mutual Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Scott Fetzer Hourly Employee 401(k) Plan in OH (768 participants, N/A 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 420245990.

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.