Liberty Mutual Group 401(k) and pension plans

Liberty Mutual Group Inc., Boston, MA. EIN 04-3583679. Annual reports 2009–2024.

Liberty Mutual Group Inc. has 2 active retirement plans on file. The largest is the Liberty Mutual Retirement Benefit Plan, with 71,087 participants and $6.2 billion in assets in 2024. Fidelity has been its administrator since 2023.

Active plans: 2
Participants: 120,746
Plan assets: $17.0 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Liberty Mutual Retirement Benefit Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 04-3583679
Participants (2024): 71,087
Net assets (2024): $6.2 billion
Administered by: FidelityEarlier: Aon (2019–2022), Alight (2009–2018)
Plan administrator: Liberty Mutual Retirement Committee
175 Berkeley Street
Boston, MA 02116
(617) 357-9500As filed for 2024
In effect since: May 1, 1951

Plans merged into this one: Liberty Mutual Agency Corporation Retirement Benefit Plan (2012); State Auto Insurance Companies Employee Retirement Plan (2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	71,087	$6.2 billion	Fidelity
2023	81,337	$6.8 billion	Fidelity
2022	85,750	$6.8 billion	Aon
2021	79,024	$9.1 billion	Aon
2020	77,995	$9.7 billion	Aon
2019	78,695	$8.6 billion	Aon
2018	78,165	$7.3 billion	Alight
2017	78,695	$7.8 billion	Alight
2016	77,224	$7.1 billion	Alight
2015	79,982	$6.8 billion	Alight
2014	77,244	$6.2 billion	Alight
2013	71,200	$5.9 billion	Alight
2012	69,290	$5.3 billion	not listed
2011	74,307	$4.5 billion	Alight
2010	73,918	$4.0 billion	Alight
2009	73,707	$3.6 billion	Alight

Liberty Mutual 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 04-3583679
Participants (2024): 49,659
Net assets (2024): $10.8 billion
Recordkeeper: FidelityEarlier: Alight (2009–2017)
Plan administrator: Liberty Mutual Retirement Committee
175 Berkeley Street
Boston, MA 02116
(617) 357-9500As filed for 2024
In effect since: January 1, 1975

Plans merged into this one: State Auto Insurance Companies Retirement Savings Plan (2022); Safeco 401(k) Plan Fka Safeco 401(k) /PROFIT Sharing Retirement Plan (2009).

Earlier plan names: Liberty Mutual Employees' Thrift-Incentive Plan; Liberty Mutual 401(k) Plan Fka Liberty Mutual Employees' Thrift-Incentive Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	49,659	$10.8 billion	Fidelity
2023	53,084	$9.8 billion	Fidelity
2022	55,320	$8.5 billion	Fidelity
2021	51,041	$10.0 billion	Fidelity
2020	50,048	$9.5 billion	Fidelity
2019	51,723	$8.4 billion	Fidelity
2018	51,589	$7.0 billion	Fidelity
2017	63,135	$7.8 billion	Alight
2016	62,784	$6.8 billion	Alight
2015	61,813	$6.3 billion	Alight
2014	54,323	$6.4 billion	Alight
2013	54,892	$6.2 billion	Alight
2012	54,692	$5.3 billion	Alight
2011	53,192	$4.7 billion	Alight
2010	52,593	$4.7 billion	Alight
2009	52,425	$4.1 billion	Alight

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Liberty Mutual 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 ((617) 357-9500). That number was filed for 2024; 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

Liberty Mutual Retirement Benefit Plan

Liberty Mutual 401(k) Plan

If you had money in one of these plans

What these numbers are

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