The Mosaic Company, Tampa, FL. EIN 20-1026454. Annual reports 2009–2024. Also filed as Mos Holdings, Inc.; Mos Holdings Inc.
The Mosaic Company has 2 active retirement plans on file. The largest is the Mosaic Investment Plan, with 3,036 participants and $853 million in assets in 2024. Fidelity has been its recordkeeper since 2018.
Merged. In 2023 its assets moved to the Mosaic Investment Plan, sponsored by The Mosaic Company (EIN 20-1026454, plan 004). Accounts moved with them, so that plan is the one to contact.
Earlier plan names: Mosaic Pension Plan for Union Hourly Employees.
Year by year, 2009 to 2023
Plan year
Participants
Net assets
Recordkeeper
2023
0
$0
not listed
2022
4,127
$15.1 million
Aon
2021
5,387
$368 million
Aon
2020
2,944
$226 million
Aon
2019
2,995
$210 million
Aon
2018
3,069
$188 million
Aon
2017
3,118
$208 million
Alight
2016
3,154
$193 million
not listed
2015
3,751
$206 million
not listed
2014
3,852
$229 million
not listed
2013
3,888
$203 million
not listed
2012
3,928
$208 million
not listed
2011
3,959
$186 million
not listed
2010
3,990
$166 million
not listed
2009
4,016
$151 million
not listed
Mosaic Pension Plan for Salaried and Non-Union Hourly Employees
Pension (defined benefit), frozenMerged
Merged. In 2021 its assets moved to the Mosaic Combined U.S. Defined Benefit Pension Plan, sponsored by The Mosaic Company (EIN 20-1026454, plan 008). Accounts moved with them, so that plan is the one to contact.
The Mosaic Company 101 East Kennedy BLVD, Suite 2500 Tampa, FL 33602 (813) 775-4200As filed for 2021
In effect since
February 1, 1988
Earlier sponsor: Mos Holdings, Inc. (2010–2013).
Earlier plan names: Mosaic Pension Plan for Salaried and Non-Union.
Year by year, 2009 to 2021
Plan year
Participants
Net assets
Recordkeeper
2021
0
$0
Aon
2020
2,579
$172 million
Aon
2019
2,645
$165 million
Aon
2018
2,709
$154 million
Aon
2017
2,805
$181 million
Alight
2016
2,880
$179 million
not listed
2015
3,708
$206 million
not listed
2014
3,844
$233 million
not listed
2013
3,903
$224 million
not listed
2012
4,171
$233 million
not listed
2011
3,996
$214 million
not listed
2010
4,036
$199 million
not listed
2009
4,068
$187 million
not listed
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Mosaic Investment 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 ((813) 775-4200). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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.