401(k) · DOL Form 5500 · 2024

The National Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
195
Participants Below avg headcount
77th
Percentile by assets National rank
$151,155
Avg per participant Above avg balance/head
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Official DOL plan name: The National Mutual Insurance Company 401(k) Savings Plan · Sponsored by The National Mutual Insurance Company · Ohio · Finance & Insurance

$29M in assets, 195 participants

The National Mutual Insurance Company's The National Mutual Insurance Company 401(k) Savings Plan reported $29M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,498 in Finance & Insurance (8,549 peers)

Coverage in Ohio

The National Mutual Insurance Company 401(k) Savings Plan covers 195 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $29M.

#5,498
in Finance & Insurance (8,549 peers)
-6.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The National Mutual Insurance Company 401(k) Savings Plan's outsized position by total assets

The National Mutual Insurance Company 401(k) Savings Plan vs every filed plan by assets

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

$29,475,150 Top 23% higher than 77% 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

The National Mutual Insurance Company 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. The National Mutual Insurance Company 401(k) Savings Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The National Mutual Insurance Company 401(k) Savings Plan reported net income fell from $6M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • The National Mutual Insurance Company 401(k) Savings Plan end-of-year assets fell from $31M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • The National Mutual Insurance Company 401(k) Savings Plan reported participants rose from 191 in the plan year 2023 filing to 195 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 344312510 · The National Mutual Insurance Company PY 2024 · 401(k)

The National Mutual Insurance Company 401(k) Savings Plan · $29M · 195 · 77th

  • EBSA $29M
  • EBSA 195
  • EBSA 77th
  • EBSA 401(k)
  • EBSA near Puget Consumers' Co-Op Non-Union Employees' 401(k) Retirement Plan & Trust
  • EBSA ind #5498

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 →

The National Mutual Insurance Company 401(k) Savings Plan in the asset neighbourhood

The National Mutual Insurance Company 401(k) Savings PlanThe National Mutual Insuranc…$29MGastroenterology Assoc. 401(k) P/S PlanGastroenterology Assoc. 401(…$29MCommunity Health of Central Washington 401(k) Profit Sharing PlanCommunity Health of Central …$29MPuget Consumers' Co-Op Non-Union Employees' 401(k) Retirement Plan & TrustPuget Consumers' Co-Op Non-U…$29MT-Rex Solutions, LLC 401 (K) & Profit Sharing PlanT-Rex Solutions, LLC 401 (K)…$29M
End-of-year total assets ($M) among The National Mutual Insurance Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$29M
Net Income-$2M
Employer EIN344312510
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The National Mutual Insurance Company)

Sponsor-wide plan assets over time

All The National Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$53M 11.154193740034872% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.6M $52.9M ▲ +11.2%
Year Plans Participants Total Assets
2022 2 363 $48M
2023 2 365 $56M
2024 2 366 $53M

Nearby 401(k) Plans in Ohio

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

The National Mutual Insurance Company 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The National Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 0.02947515 · Participants: 195The National Mutual Insurance Company 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
The National Mutual Insurance Company 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The National Mutual Insurance Company 401(k) Savings Plan side-by-side with 3 peers →

The National Mutual Insurance Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Puget Consumers' Co-Op Non-Union Employees' 401(k) Retirement Plan & Trust in WA ($29M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 The National Mutual Insurance Company 401(k) Savings Plan assets move in 2024? ▼
The National Mutual Insurance Company 401(k) Savings Plan pulled back noticeably - down 6.1% during 2024, from $31M to $29M. Reported net income was -$2M.
How have The National Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The National Mutual Insurance Company's sponsor-wide assets grew 11.2%, from $48M to $53M.
Where does The National Mutual Insurance Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The National Mutual Insurance Company 401(k) Savings Plan ranks in the 77th 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 The National Mutual Insurance Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Puget Consumers' Co-Op Non-Union Employees' 401(k) Retirement Plan & Trust in WA ($29M, 187 participants).
Which 401(k) plans cover a similar participant headcount to The National Mutual Insurance Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 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 344312510.

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.