401(k) · DOL Form 5500 · 2024

Bear River Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
162
Participants Small participant base
69th
Percentile by assets National rank
$113,505
Avg per participant Below avg balance/head
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Official DOL plan name: Bear River Mutual Insurance Company Profit Sharing Plan 401(k) · Sponsored by Bear River Mutual Insurance Company · Utah · Finance & Insurance

$18M in assets, 162 participants

Bear River Mutual Insurance Company's Bear River Mutual Insurance Company Profit Sharing Plan 401(k) reported $18M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,533 in Finance & Insurance (8,549 peers)

Coverage in Utah

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) covers 162 participants in Utah, about 27% of the average Utah filer (state average ~592 per filing). Assets: $18M.

#4,533
in Finance & Insurance (8,549 peers)
+19.4%
assets growth YoY

Bear River Mutual Insurance Company Profit Sharing Plan 401(k)'s outsized position by total assets

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) vs every filed plan by assets

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

$18,387,870 Top 31% higher than 69% 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

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) 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. Bear River Mutual Insurance Company Profit Sharing Plan 401(k) sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bear River Mutual Insurance Company Profit Sharing Plan 401(k) reported participants rose from 120 in the plan year 2023 filing to 162 in the plan year 2024 filing.
  • Bear River Mutual Insurance Company Profit Sharing Plan 401(k) end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Bear River Mutual Insurance Company Profit Sharing Plan 401(k) reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870114580 · Bear River Mutual Insurance Company PY 2024 · 401(k)

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) · $18M · 162 · 69th

  • TYPE $18M
  • TYPE 162
  • TYPE 69th
  • TYPE 401(k)
  • TYPE near Smith Turf & Irrigation, LLC 401(k) Profit Sharing Plan
  • TYPE ind #4533

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 Utah →

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) in the asset neighbourhood

Bear River Mutual Insurance Company Profit Sharing Plan 401(k)Bear River Mutual Insurance …$18MSmith Turf & Irrigation, LLC 401(k) Profit Sharing PlanSmith Turf & Irrigation, LLC…$18MF.C. Industries, Inc. Employees' Retirement Savings and Profit Sharing PlanF.C. Industries, Inc. Employ…$18MAlloy & Stainless Fasteners, Inc. 401(k) Profit Sharing PlanAlloy & Stainless Fasteners,…$18MSvp Sewing Brands, LLC 401(k) PlanSvp Sewing Brands, LLC 401(k…$18M
End-of-year total assets ($M) among Bear River Mutual Insurance Company Profit Sharing Plan 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN870114580
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bear River Mutual Insurance Company)

Sponsor-wide plan assets over time

All Bear River Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.63476617454225% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $30.5M ▲ +29.6%
Year Plans Participants Total Assets
2022 2 207 $24M
2023 2 204 $27M
2024 2 263 $31M

Nearby 401(k) Plans in Utah

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

Bear River Mutual Insurance Company Profit Sharing Plan 401(k) vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Bear River Mutual Insurance Company Profit Sharing Plan 401(k), Total assets ($B): 0.01838787 · Participants: 162Bear River Mutual Insurance Company Profit Sharing Plan 401(k)Intermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Bear River Mutual Insurance Company Profit Sharing Plan 401(k) vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Bear River Mutual Insurance Company Profit Sharing Plan 401(k) side-by-side with 3 peers →

Bear River Mutual Insurance Company Profit Sharing Plan 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Smith Turf & Irrigation, LLC 401(k) Profit Sharing Plan in NC ($18M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Bear River Mutual Insurance Company Profit Sharing Plan 401(k) assets move in 2024? ▼
Bear River Mutual Insurance Company Profit Sharing Plan 401(k) grew sharply - up 19.4% during 2024, from $15M to $18M. Reported net income was $3M.
How have Bear River Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear River Mutual Insurance Company's sponsor-wide assets grew 29.6%, from $24M to $31M.
Which 401(k) plans are similar in size to Bear River Mutual Insurance Company Profit Sharing Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Smith Turf & Irrigation, LLC 401(k) Profit Sharing Plan in NC ($18M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Bear River Mutual Insurance Company Profit Sharing Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 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 870114580.

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.