401(k) · DOL Form 5500 · 2024

Arbella Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$332M
Total assets Above avg plan size
1,041
Participants Near avg headcount
96th
Percentile by assets National rank
$318,727
Avg per participant High balance/head
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Official DOL plan name: Arbella 401(k) Savings Plan · Sponsored by Arbella Mutual Insurance Company · Massachusetts · Finance & Insurance

$332M in assets, 1,041 participants

Arbella Mutual Insurance Company's Arbella 401(k) Savings Plan reported $332M in total assets and 1,041 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.

  • #7,982 in Finance & Insurance (8,549 peers)

Where Arbella 401(k) Savings Plan sits by assets

Arbella 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $332M for 1,041 participants (~$318,727/participant), up 13.8% in 2024.

#7,982
in Finance & Insurance (8,549 peers)
+13.8%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Arbella 401(k) Savings Plan's outsized position by total assets

Arbella 401(k) Savings Plan vs every filed plan by assets

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

$331,794,336 Top 4% higher than 96% 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

Arbella 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arbella 401(k) Savings Plan lands in the large band (1,041 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arbella 401(k) Savings Plan end-of-year assets rose from $292M in the plan year 2023 filing to $332M in the plan year 2024 filing.
  • Arbella 401(k) Savings Plan reported net income rose from $38M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Arbella 401(k) Savings Plan reported participants rose from 1,021 in the plan year 2023 filing to 1,041 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043022050 · Arbella Mutual Insurance Company PY 2024 · 401(k)

Arbella 401(k) Savings Plan · $332M · 1,041 · 96th

  • EIN $332M
  • EIN 1,041
  • EIN 96th
  • EIN 401(k)
  • EIN near Liquor and Allied Workers Union Local No. 3, Emp
  • EIN ind #7982

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 Massachusetts →

Arbella 401(k) Savings Plan in the asset neighbourhood

Adventhealth Consolidated ERISA 401(a) PlanAdventhealth Consolidated ER…$332MLife Time and Its Affiliates 401(k) PlanLife Time and Its Affiliates…$332MTradeweb Markets LLC 401(k) PlanTradeweb Markets LLC 401(k) …$332MArbella 401(k) Savings Plan$332MLiquor and Allied Workers Union Local No. 3, EmpLiquor and Allied Workers Un…$332M
End-of-year total assets ($M) among Arbella 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$292M
Net Assets (End of Year)$332M
Net Income$40M
Employer EIN043022050
Plan Effective Date1988-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arbella Mutual Insurance Company)

Sponsor-wide plan assets over time

All Arbella Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$332M 30.804698419396143% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $254M $332M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 998 $254M
2023 1 1,021 $292M
2024 1 1,041 $332M

Nearby 401(k) Plans in Massachusetts

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

Arbella 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Arbella 401(k) Savings Plan, Total assets ($B): 0.331794336 · Participants: 1041Arbella 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Arbella 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Arbella 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Liquor and Allied Workers Union Local No. 3, Emp in IL ($332M); by covered participants it is Bangor Savings Bank 401(k) Plan & Trust Agreement in ME (1,041 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($332M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,041 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 Arbella 401(k) Savings Plan assets move in 2024? ▼
Arbella 401(k) Savings Plan grew at a solid clip - up 13.8% during 2024, from $292M to $332M. Reported net income was $40M.
How have Arbella Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arbella Mutual Insurance Company's sponsor-wide assets grew 30.8%, from $254M to $332M.
Where does Arbella 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Arbella 401(k) 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 Arbella 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liquor and Allied Workers Union Local No. 3, Emp in IL ($332M, 1,515 participants).
Which 401(k) plans cover a similar participant headcount to Arbella 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bangor Savings Bank 401(k) Plan & Trust Agreement in ME (1,041 participants, $167M 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 043022050.

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.