401(k) · DOL Form 5500 · 2024

First Mutual Holding Co. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
468
Participants Below avg headcount
83rd
Percentile by assets National rank
$98,702
Avg per participant Below avg balance/head
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Official DOL plan name: First Mutual Holding Co. 401(k) Savings Plan · Sponsored by First Mutual Holding Co. · Ohio · Finance & Insurance

$46M in assets, 468 participants

First Mutual Holding Co.'s First Mutual Holding Co. 401(k) Savings Plan reported $46M in total assets and 468 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,326 in Finance & Insurance (8,549 peers)

Where First Mutual Holding Co. 401(k) Savings Plan sits by assets

First Mutual Holding Co. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $46M for 468 participants (~$98,702/participant), up 14.6% in 2024.

#6,326
in Finance & Insurance (8,549 peers)
+14.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

First Mutual Holding Co. 401(k) Savings Plan's outsized position by total assets

First Mutual Holding Co. 401(k) Savings Plan vs every filed plan by assets

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

$46,192,574 Top 17% higher than 83% 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

First Mutual Holding Co. 401(k) Savings 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. First Mutual Holding Co. 401(k) Savings Plan sits mid-pack in the medium band (468 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Mutual Holding Co. 401(k) Savings Plan end-of-year assets rose from $40M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • First Mutual Holding Co. 401(k) Savings Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • First Mutual Holding Co. 401(k) Savings Plan reported participants fell from 482 in the plan year 2023 filing to 468 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 340220715 · First Mutual Holding Co. PY 2024 · 401(k)

First Mutual Holding Co. 401(k) Savings Plan · $46M · 468 · 83rd

  • ASSETS $46M
  • ASSETS 468
  • ASSETS 83rd
  • ASSETS 401(k)
  • ASSETS near Akwel Cadillac USA, Inc. Employees Retirement Plan
  • ASSETS ind #6326

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 Ohio →

First Mutual Holding Co. 401(k) Savings Plan in the asset neighbourhood

Radiology Associates of Central Florida, P.L. 401(k) Plan and TrustRadiology Associates of Cent…$46MCanfield Scientific Inc. Profit Sharing 401(k) PlanCanfield Scientific Inc. Pro…$46MFirst Mutual Holding Co. 401(k) Savings PlanFirst Mutual Holding Co. 401…$46MAkwel Cadillac USA, Inc. Employees Retirement PlanAkwel Cadillac USA, Inc. Emp…$46MThe Los Angeles Lakers, Inc. Retirement Savings PlanThe Los Angeles Lakers, Inc.…$46M
End-of-year total assets ($M) among First Mutual Holding Co. 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)$40M
Net Assets (End of Year)$46M
Net Income$6M
Employer EIN340220715
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Mutual Holding Co.)

Sponsor-wide plan assets over time

All First Mutual Holding Co. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 34.99256515592716% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.2M $46.2M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 475 $34M
2023 1 482 $40M
2024 1 468 $46M

Nearby 401(k) Plans in Ohio

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

First Mutual Holding Co. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants First Mutual Holding Co. 401(k) Savings Plan, Total assets ($B): 0.046192574 · Participants: 468First Mutual Holding Co. 401(k) Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
First Mutual Holding Co. 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare First Mutual Holding Co. 401(k) Savings Plan side-by-side with 3 peers →

First Mutual Holding Co. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Akwel Cadillac USA, Inc. Employees Retirement Plan in MI ($46M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 First Mutual Holding Co. 401(k) Savings Plan assets move in 2024? ▼
First Mutual Holding Co. 401(k) Savings Plan grew at a solid clip - up 14.6% during 2024, from $40M to $46M. Reported net income was $6M.
How have First Mutual Holding Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Mutual Holding Co.'s sponsor-wide assets grew 35.0%, from $34M to $46M.
Where does First Mutual Holding Co. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
First Mutual Holding Co. 401(k) Savings Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to First Mutual Holding Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Akwel Cadillac USA, Inc. Employees Retirement Plan in MI ($46M, 391 participants).
Which 401(k) plans cover a similar participant headcount to First Mutual Holding Co. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (468 participants, $3M 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 340220715.

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.