Federated Mutual Insurance 401(k) and pension plans

Federated Mutual Insurance Company, Owatonna, MN. EIN 41-0417460. Annual reports 2009–2025.

Federated Mutual Insurance Company has 2 active retirement plans on file. The largest is the Federated Mutual Retirement Plan, with 4,806 participants and $827 million in assets in 2025. US Bank has been its administrator since 2024.

Active plans: 2
Participants: 8,466
Plan assets: $1.7 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Federated Mutual Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 41-0417460
Participants (2025): 4,806
Net assets (2025): $827 million
Administered by: US BankEarlier: Wells Fargo (2011–2019)
Plan administrator: Federated Mutual Insurance Company
121 East Park Square
Owatonna, MN 55060
(507) 455-5439As filed for 2025
In effect since: January 1, 1960

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	4,806	$827 million	US Bank
2024	4,742	$784 million	US Bank
2023	4,601	$759 million	not listed
2022	4,421	$651 million	not listed
2021	4,400	$974 million	not listed
2020	4,459	$968 million	not listed
2019	4,324	$852 million	Wells Fargo
2018	4,166	$657 million	Wells Fargo
2017	4,092	$647 million	Wells Fargo
2016	4,675	$603 million	Wells Fargo
2015	4,568	$553 million	Wells Fargo
2014	4,582	$524 million	Wells Fargo
2013	4,559	$478 million	Wells Fargo
2012	4,577	$447 million	Wells Fargo
2011	4,580	$398 million	Wells Fargo
2010	4,561	$381 million	not listed
2009	4,582	$350 million	not listed

Federated Mutual Insurance Company 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 41-0417460
Participants (2025): 3,660
Net assets (2025): $861 million
Recordkeeper: FidelityEarlier: Wells Fargo (2011–2019)
Plan administrator: Federated Mutual Insurance Company
121 East Park Square
Owatonna, MN 55060
(507) 455-5439As filed for 2025
In effect since: May 1, 1985

Earlier plan names: Federated Mutual Insurance Company 401(k) Plan and Trust.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	3,660	$861 million	Fidelity
2024	3,636	$755 million	Fidelity
2023	3,582	$671 million	Fidelity
2022	3,446	$578 million	Fidelity
2021	3,295	$693 million	Fidelity
2020	3,203	$628 million	Fidelity
2019	3,227	$548 million	Wells Fargo
2018	3,107	$453 million	Wells Fargo
2017	2,968	$490 million	Wells Fargo
2016	2,905	$420 million	Wells Fargo
2015	2,864	$379 million	Wells Fargo
2014	2,839	$378 million	Wells Fargo
2013	2,939	$355 million	Wells Fargo
2012	3,093	$297 million	Wells Fargo
2011	3,162	$267 million	Wells Fargo
2010	3,169	$272 million	not listed
2009	3,155	$242 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Federated Mutual Insurance Company 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((507) 455-5439). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Federated Mutual Retirement Plan

Federated Mutual Insurance Company 401(k) Plan

If you had money in one of these plans

What these numbers are

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