401(k) · DOL Form 5500 · 2024

Brotherhood Mutual Insurance Company 401(k) Plan

Data updated 2026-08-11

$86M
Total assets: 649
Participants: 89th
Percentile by assets: $132,633
Avg per participant

Official DOL plan name: Brotherhood Mutual Insurance Company 401(k) Plan · Sponsored by Brotherhood Mutual Insurance Company · Indiana · Finance & Insurance

$86M in assets, 649 participants

Brotherhood Mutual Insurance Company's Brotherhood Mutual Insurance Company 401(k) Plan reported $86M in total assets and 649 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 123,622 plans)
#7,131 in Finance & Insurance (8,549 peers)

Where Brotherhood Mutual Insurance Company 401(k) Plan sits by assets

Brotherhood Mutual Insurance Company 401(k) Plan sits in the top quartile of all filed plans by assets, $86M for 649 participants (~$132,633/participant), up 13.4% in 2024.

$86M
total plan assets (2024 EOY): 649
covered participants: 89th
percentile by assets (of 123,622 plans): $132,633
avg assets per participant

Where Brotherhood Mutual Insurance Company 401(k) Plan sits by total assets

Brotherhood Mutual Insurance Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$86,078,573 Top 11% higher than 89% 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

Brotherhood Mutual Insurance Company 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Brotherhood Mutual Insurance Company 401(k) Plan end-of-year assets rose from $76M in the plan year 2023 filing to $86M in the plan year 2024 filing.
Brotherhood Mutual Insurance Company 401(k) Plan reported participants rose from 617 in the plan year 2023 filing to 649 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Indiana

Industry

Finance & Insurance

Brotherhood Mutual Insurance Company 401(k) Plan vs the 2024 asset distribution

By assets, Brotherhood Mutual Insurance Company 401(k) Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$76M
Net Assets (End of Year)	$86M
Net Income	$10M
Employer EIN	350198580
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Brotherhood Mutual Insurance Company)

Total plan assets by year, all Brotherhood Mutual Insurance Company plans on file

Year	Plans	Participants	Total Assets
2022	1	580	$61M
2023	1	617	$76M
2024	1	649	$86M

Nearby 401(k) Plans in Indiana

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

Brotherhood Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $13.1B · 19,977
Elevance Health 401(k) Plan $12.1B · 73,120
Cummins Retirement and Savings Plan $6.4B · 30,272
Iu Health 401(k) Savings Plan $4.5B · 38,460
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385

Compare Brotherhood Mutual Insurance Company 401… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Brotherhood Mutual Insurance Company 401(k) Plan by total assets, not by location.

Vetter Senior Living Employees 401(k) Plan (NE) $86M · 3,694
Highland Clinic, a P.M.C. 401(k) Profit Sharing Plan (LA) $86M · 194
Precision Drilling (US) Corporation 401(k) Plan (TX) $86M · 1,569
The Reily Companies Retirement Savings Plan (LA) $86M · 582

Frequently Asked Questions

How did Brotherhood Mutual Insurance Company 401(k) Plan assets move in 2024? ▼

Brotherhood Mutual Insurance Company 401(k) Plan grew at a solid clip - up 13.4% during 2024, from $76M to $86M. Reported net income was $10M.

How have Brotherhood Mutual Insurance Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Brotherhood Mutual Insurance Company's sponsor-wide assets grew 41.6%, from $61M to $86M.

Where does Brotherhood Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼

Brotherhood Mutual Insurance Company 401(k) Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Brotherhood Mutual Insurance Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vetter Senior Living Employees 401(k) Plan in NE ($86M, 3,694 participants).

Next read for Brotherhood Mutual Insurance Company 401…

Scale reading

Ways to act on Brotherhood Mutual Insurance Company 401(k) Plan's numbers.

By total assets, Brotherhood Mutual Insurance Company 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
Brotherhood Mutual Insurance Company's sponsor-wide assets have grown 41.6% 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 350198580.