401(k) · DOL Form 5500 · 2024
Shelter Mutual Insurance Company 401(k) Plan
Data updated 2026-08-25
- $695M
- Total assets Above avg plan size
- 2,135
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $325,420
- Avg per participant High balance/head
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.
- #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.
- #8,219
- in Finance & Insurance (8,549 peers)
- +8.5%
- assets growth YoY
- 7.0×
- vs typical plan assets (national mean)
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies's outsized position by total assets
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$694,771,712 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
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies'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. The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies lands in the large band (2,135 participants).
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.
Plan-year Form 5500 strip
Filing strip 430613000 · Shelter Mutual Insurance Company PY 2024 · 401(k)
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies · $695M · 2,135 · 98th
- BOY $695M
- BOY 2,135
- BOY 98th
- BOY 401(k)
- BOY near Crowell & Moring LLP Retirement Plan
- BOY ind #8219
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 →
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $640M |
|---|---|
| Net Assets (End of Year) | $695M |
| Net Income | $54M |
| Employer EIN | 430613000 |
| Plan Effective Date | 1973-07-01 |
| 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 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Crowell & Moring LLP Retirement Plan in DC ($695M); by covered participants it is Servicetitan 401(k) Plan in CA (2,135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($695M here).
- Crowell & Moring LLP Retirement Plan (DC) $695M · 1,256
- Sabic U.S. Employee Retirement Savings Plan (TX) $695M · 2,058
- Bradley Arant Boult Cummings LLP Retirement Plan (AL) $694M · 1,201
- Protective Life Corporation 401(k) Plan (AL) $695M · 3,809
Similar participant headcount
Nearest other-state filings by covered participants (2,135 participants); asset peers above are excluded.
- Servicetitan 401(k) Plan (CA) 2,135 · 0 off
- Kci Technologies, Inc 401(k) Plan (MD) 2,135 · 0 off
- Good Care Agency 401(k) Plan (NY) 2,135 · 0 off
- The Waldinger Corporation Profit Sharing and Savings Plan (IA) 2,135 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.