401(k) · DOL Form 5500 · 2024
Tmg Insurance Services, LLC 401(k) Plan
Data updated 2026-08-25
- $184M
- Total assets Near avg plan size
- 460
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $398,922
- Avg per participant High balance/head
Official DOL plan name: The Mutual Group 401(k) Plan · Sponsored by Tmg Insurance Services, LLC · Iowa · Finance & Insurance
$184M in assets, 460 participants
Tmg Insurance Services, LLC's The Mutual Group 401(k) Plan reported $184M in total assets and 460 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,726 in Finance & Insurance (8,549 peers)
Where The Mutual Group 401(k) Plan sits by assets
The Mutual Group 401(k) Plan sits in the top 10% of all filed plans by assets, $184M for 460 participants (~$398,922/participant), up 5.8% in 2024.
- #7,726
- in Finance & Insurance (8,549 peers)
- +5.8%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
The Mutual Group 401(k) Plan's outsized position by total assets
The Mutual Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$183,503,995 Top 6% higher than 94% 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 Mutual Group 401(k) 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 Mutual Group 401(k) Plan sits mid-pack in the medium band (460 participants).
Plan-year Form 5500 strip
Filing strip 934564667 · Tmg Insurance Services, LLC PY 2024 · 401(k)
The Mutual Group 401(k) Plan · $184M · 460 · 94th
- EBSA $184M
- PART 460
- TYPE 94th
- NET 401(k)
- BOOK near Finthrive 401(k) Plan
- VS-ST ind #7726
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 Iowa →
The Mutual Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $174M |
|---|---|
| Net Assets (End of Year) | $184M |
| Net Income | $10M |
| Employer EIN | 934564667 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
The Mutual Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Finthrive 401(k) Plan in TX ($184M); by covered participants it is Founders Brewing Company 401(k) Profit Sharing Plan in MI (460 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($184M here).
- Finthrive 401(k) Plan (TX) $184M · 1,218
- Ta Operating LLC 401(k) Savings Plan (OH) $184M · 17,424
- Stites & Harbison, PLLC Restated Security Plan I (KY) $184M · 313
- Acadian Ambulance Service, Inc. Profit Sharing 401(k) Plan (LA) $183M · 3,724
Similar participant headcount
Nearest other-state filings by covered participants (460 participants); asset peers above are excluded.
- Founders Brewing Company 401(k) Profit Sharing Plan (MI) 460 · 0 off
- Leedo 401(k) Plan (TX) 460 · 0 off
- Grain Craft 401(k) Plan (TN) 460 · 0 off
- Taylor Guitars Saving and Retirement Plan (CA) 460 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.