401(k) · DOL Form 5500 · 2024
Travelers Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $10.4B
- Total assets Mega-plan scale
- 30,233
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $343,514
- Avg per participant High balance/head
Official DOL plan name: The Travelers 401(k) Savings Plan · Sponsored by Travelers Companies, Inc. · Minnesota · Finance & Insurance
$10.4B in assets, 30,233 participants
Travelers Companies, Inc.'s The Travelers 401(k) Savings Plan reported $10.4B in total assets and 30,233 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #8,529 in Finance & Insurance (8,549 peers)
Coverage in Minnesota
The Travelers 401(k) Savings Plan covers 30,233 participants in Minnesota, 27x the typical Minnesota plan (state average ~1,126 per filing). Assets: $10.4B.
- #8,529
- in Finance & Insurance (8,549 peers)
- +12.7%
- assets growth YoY
- 104×
- vs typical plan assets (national mean)
The Travelers 401(k) Savings Plan's outsized position by total assets
The Travelers 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,385,472,373 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Travelers 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Travelers 401(k) Savings Plan is a mega filing (30,233 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Travelers 401(k) Savings Plan end-of-year assets rose from $9.2B in the plan year 2023 filing to $10.4B in the plan year 2024 filing.
- The Travelers 401(k) Savings Plan reported net income fell from $1.2B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
- The Travelers 401(k) Savings Plan reported participants rose from 29,650 in the plan year 2023 filing to 30,233 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 410518860 · Travelers Companies, Inc. PY 2024 · 401(k)
The Travelers 401(k) Savings Plan · $10.4B · 30,233 · 100th
- VS-ST $10.4B
- BOY 30,233
- SCH 100th
- EBSA 401(k)
- PART near Hp Inc. 401(k) Plan
- TYPE ind #8529
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 →
The Travelers 401(k) Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $9.2B |
|---|---|
| Net Assets (End of Year) | $10.4B |
| Net Income | $1.2B |
| Employer EIN | 410518860 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Travelers Companies, Inc.)
Sponsor-wide plan assets over time
All Travelers Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14.6B 22.38938907722358% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 52,854 | $11.9B |
| 2023 | 2 | 54,534 | $13.4B |
| 2024 | 2 | 57,470 | $14.6B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Scale composition for The Travelers 401(k) Savings Plan
The Travelers 401(k) Savings Plan reports $10.4B in end-of-year assets across 30,233 participants (0.084% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.032% of 93,925,755 covered participants) - about $343,514 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2024 was $1.2B.
This plan identity (EIN 410518860, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.0B to $10.4B (+29.7%) while covered participants moved from 27,710 to 30,233 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 27,710 | $8.0B | Open filing |
| 2023 | 29,650 | $9.2B | Open filing |
| 2024 · index core | 30,233 | $10.4B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Travelers Pension Plan (Defined Benefit (Pension), $4.2B, 27,237 participants)
The Travelers 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Hp Inc. 401(k) Plan in TX ($10.3B); by covered participants it is Elevator Constructors Annuity and 401(k) Retirement Plan in PA (30,239 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10.4B here).
- Hp Inc. 401(k) Plan (TX) $10.3B · 14,722
- United Airlines 401(k) Savings Plan (IL) $10.3B · 57,326
- Advocate Aurora Health 401(k) Plan (WI) $10.5B · 80,015
- Kpmg 401(k) Capital Accumulation Plan (NJ) $10.5B · 37,063
Similar participant headcount
Nearest other-state filings by covered participants (30,233 participants); asset peers above are excluded.
- Elevator Constructors Annuity and 401(k) Retirement Plan (PA) 30,239 · 6 off
- Cummins Retirement and Savings Plan (IN) 30,272 · 39 off
- Love's and Affiliated Companies 401(k) Savings Plan (OK) 30,084 · 149 off
- Dillard's, Inc. Investment & Employee Stock Ownership Plan (AR) 30,070 · 163 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.