Defined Benefit (Pension) · DOL Form 5500 · 2024
Shelter Mutual Insurance Company Pension Plan
Data updated 2026-08-11
- $596M
- Total assets
- 1,558
- Participants
- 98th
- Percentile by assets
- $382,833
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $596M
- total plan assets (2024 EOY)
- 1,558
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $382,833
- avg assets per participant
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.
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Shelter Insurance Employees Retirement Plan reports 1,558 participants - 2.1x that state average ($596M EOY assets).
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)
| 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.
Shelter Insurance Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Shelter Insurance Employees Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Shelter Insurance Employees Retirement Plan assets move in 2024? ▼
How have Shelter Mutual Insurance Company plan assets changed over time? ▼
Where does Shelter Insurance Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Shelter Insurance Employees Retirement Plan? ▼
Next read for Shelter Insurance Employees Retirement P…
Filing takeaways
Ways to act on Shelter Insurance Employees Retirement Plan's numbers.
- By total assets, Shelter Insurance Employees Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Missouri. Compare plans
- Shelter Mutual Insurance Company's sponsor-wide assets have grown 10.1% since 2022 across 3 plan years on file. More Finance & Insurance plans