401(k) · DOL Form 5500 · 2024
Brotherhood Mutual Insurance Company 401(k) Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 649
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $132,633
- Avg per participant Near avg balance/head
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.
- #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.
- #7,131
- in Finance & Insurance (8,549 peers)
- +13.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Brotherhood Mutual Insurance Company 401(k) Plan's outsized position 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 among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brotherhood Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (649 participants).
What changed between DOL Form 5500 filings
plan year 2023 → 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.
Form 5500 schedule snapshot
Filing strip 350198580 · Brotherhood Mutual Insurance Company PY 2024 · 401(k)
Brotherhood Mutual Insurance Company 401(k) Plan · $86M · 649 · 89th
- SCH $86M
- SCH 649
- SCH 89th
- SCH 401(k)
- SCH near Vetter Senior Living Employees 401(k) Plan
- SCH ind #7131
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 Indiana →
Brotherhood Mutual Insurance Company 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Brotherhood Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 41.576083389958676% vs 2022
- 2024 filing year
| 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.
- 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
Brotherhood Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Vetter Senior Living Employees 401(k) Plan in NE ($86M); by covered participants it is Savings Plan of Danny Herman Trucking Employees in TN (649 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (649 participants); asset peers above are excluded.
- Savings Plan of Danny Herman Trucking Employees (TN) 649 · 0 off
- Weinstein Properties Employees' 401(k) Plan (VA) 649 · 0 off
- Motion and Flow Control Products, Inc. 401(k) Plan (CO) 649 · 0 off
- Preferred Pump & Equipment, L.P. 401(k) Plan (TX) 649 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.