Plan Ledger DOL Form 5500 · updated monthly

The National Mutual Insurance Company401(k)

THE NATIONAL MUTUAL INSURANCE COMPANY 401(K) SAVINGS PLAN · CELINA, OH · plan year 2023

Reported admin expense ratio · 2023
0.03%

The National Mutual Insurance Company reported $7,252 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other finance & insurance employers. By assets it is the 944th-largest of 3,295 plans among Ohio employers on file, and the 2,345th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$31,396,651
Participants with balances242
Active participants195
Employer contributions—
Employee contributions$1,692,347
Employer contribution per active participant—
Average account balance$129,738
Benefits paid to participants$1,064,108
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.5M · 235 accts
2023$31.4M · 242 accts
2022$25.9M · 233 accts
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$8,694 · 0.03%
2023$7,252 · 0.03%
2022$6,253 · 0.02%
All plans at this employer2
THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLANMoney purchase plan
THE NATIONAL MUTUAL INSURANCE COMPANY 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansFinance & Insurance · Ohio
Signature Bancorp, Inc. OH$35.5M · 0.35%
The Croghan Colonial Bank OH$31.5M · 0.12%
Ohio Valley Banc Corp. OH$30.1M · 0.01%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 344312510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.