401(k) · DOL Form 5500 · 2024

Shelter Mutual Insurance Company 401(k) Plan

Data updated 2026-08-11

$695M
Total assets
2,135
Participants
98th
Percentile by assets
$325,420
Avg per participant
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Official DOL plan name: The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies · Sponsored by Shelter Mutual Insurance Company · Missouri · Finance & Insurance

$695M in assets, 2,135 participants

Shelter Mutual Insurance Company's The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies reported $695M in total assets and 2,135 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)
  • #8,219 in Finance & Insurance (8,549 peers)

Coverage in Missouri

The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies covers 2,135 participants in Missouri, 2.9x the typical Missouri plan (state average ~737 per filing). Assets: $695M.

$695M
total plan assets (2024 EOY)
2,135
covered participants
98th
percentile by assets (of 123,622 plans)
$325,420
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies reported net income fell from $73M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies end-of-year assets rose from $640M in the plan year 2023 filing to $695M in the plan year 2024 filing.
  • The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies reported participants rose from 2,079 in the plan year 2023 filing to 2,135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Missouri
Industry
Finance & Insurance

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies reports 2,135 participants - 2.9x that state average ($695M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)$640M
Net Assets (End of Year)$695M
Net Income$54M
Employer EIN430613000
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelter Mutual Insurance Company)

$1.15B$1.2B$1.25B$1.3B$1.35B 202220232024 $1.17B $1.29B ▲ +10.3%
Total plan assets by year, all Shelter Mutual Insurance Company plans on file
Year Plans Participants Total Assets
2022 2 3,909 $1.2B
2023 2 3,771 $1.3B
2024 2 3,693 $1.3B

Nearby 401(k) Plans in Missouri

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

The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies vs. nearby 401(k) plans in Missouri, assets vs. participants

The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants The Savings and Prof…Edward D. Jones & Co…Bayer Corporation Sa…Emerson Savings PlanEnterprise Holdings …Centene Management C…
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare The Savings and Profit Sharing Plan for … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies by total assets, not by location.

Frequently Asked Questions

How did The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies assets move in 2024? ▼
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies grew at a solid clip - up 8.5% during 2024, from $640M to $695M. Reported net income was $54M.
How have Shelter Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelter Mutual Insurance Company's sponsor-wide assets grew 10.1%, from $1.2B to $1.3B.
Where does The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies rank by assets among Form 5500 filers? ▼
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies? ▼
Among 401(k) plans in other states, the closest by assets is Crowell & Moring LLP Retirement Plan in DC ($695M, 1,256 participants).

Next read for The Savings and Profit Sharing Plan for …

Filing takeaways

Ways to act on The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies's numbers.

  • By total assets, The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) 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

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 430613000.

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.