Defined Benefit (Pension) · DOL Form 5500 · 2024
Shelter Mutual Insurance Company Pension Plan
Data updated 2026-08-25
- $596M
- Total assets Above avg plan size
- 1,558
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $382,833
- Avg per participant High balance/head
Official DOL plan name: Shelter Insurance Employees Retirement Plan · Sponsored by Shelter Mutual Insurance Company · Missouri · Finance & Insurance
$596M in assets, 1,558 participants
Shelter Mutual Insurance Company's Shelter Insurance Employees Retirement Plan reported $596M in total assets and 1,558 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,178 in Finance & Insurance (8,549 peers)
Coverage in Missouri
Shelter Insurance Employees Retirement Plan covers 1,558 participants in Missouri, 2.1x the typical Missouri plan (state average ~737 per filing). Assets: $596M.
- #8,178
- in Finance & Insurance (8,549 peers)
- -3.2%
- assets change YoY
- 6.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shelter Insurance Employees Retirement Plan's outsized position by total assets
Shelter Insurance Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$596,454,393 Top 2% higher than 98% 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
Shelter Insurance Employees Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelter Insurance Employees Retirement Plan lands in the large band (1,558 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shelter Insurance Employees Retirement Plan reported net income fell from $10M in the plan year 2023 filing to -$19M in the plan year 2024 filing.
- Shelter Insurance Employees Retirement Plan reported participants fell from 1,692 in the plan year 2023 filing to 1,558 in the plan year 2024 filing.
- Shelter Insurance Employees Retirement Plan end-of-year assets fell from $616M in the plan year 2023 filing to $596M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 430613000 · Shelter Mutual Insurance Company PY 2024 · Defined Benefit (Pension)
Shelter Insurance Employees Retirement Plan · $596M · 1,558 · 98th
- PART $596M
- PART 1,558
- PART 98th
- PART Defined Benefit (Pension)
- PART near Hrsa-Ila Pension Plan
- PART ind #8178
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 Missouri →
Shelter Insurance Employees Retirement Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $616M |
|---|---|
| Net Assets (End of Year) | $596M |
| Net Income | -$19M |
| Employer EIN | 430613000 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shelter Mutual Insurance Company)
Sponsor-wide plan assets over time
All Shelter Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 10.10008044195032% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,909 | $1.2B |
| 2023 | 2 | 3,771 | $1.3B |
| 2024 | 2 | 3,693 | $1.3B |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.5B · 28,958
- Ameren Retirement Plan $4.8B · 9,760
- Co-Op Retirement Plan $3.5B · 15,151
- Carpenters Pension Trust Fund of St. Louis $3.4B · 11,832
- Emerson Electric Company Retirement Plan $3.3B · 2,467
Shelter Insurance Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Hrsa-Ila Pension Plan in VA ($596M); by covered participants it is Laborers Local Union No. 158 Pension Plan in PA (1,558 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($596M here).
- Hrsa-Ila Pension Plan (VA) $596M · 2,371
- Insulators and Allied Workers National Pension Fun (FL) $597M · 2,673
- Cargill, Inc and Assoc. Co's Pension Plan for Production Employees (MN) $598M · 117
- Pension Plan for the Washington Post and Companies (WA) $595M · 1,974
Similar participant headcount
Nearest other-state filings by covered participants (1,558 participants); asset peers above are excluded.
- Laborers Local Union No. 158 Pension Plan (PA) 1,558 · 0 off
- Daimler Truck North America Pension Plan (OR) 1,558 · 0 off
- Retail, Wholesale & Department Store International Union and Industry Pension Fund (AL) 1,556 · 2 off
- Pension Plan for Salaried Employees of Novartis Corporation (NJ) 1,562 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.