Plan5500

State Farm Insurance Companies Retirement Plan For United States Employees — Form 5500 plan (State Farm Mutual Automobile Insurance Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, State Farm Insurance Companies Retirement Plan For United States Employees is a benefit plan reported by State Farm Mutual Automobile Insurance Company under EIN 37-0533100 and plan number 001. The latest loaded filing year is 2023. The filing reports 116,786 participants and $35,242,945,747 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.2BPlan net assets, end of year$35,241,763,781
Participants116.8KCovered participants reported116,786
Assets / participant$301.8KComputed: assets ÷ participants$301,774 (computed)
Provider compensation$8.3M6 Schedule C provider row(s)$8,253,007
Plan sponsor
State Farm Mutual Automobile Insurance Company
EIN
37-0533100
Plan number
001
Plan type
2
Location
Bloomington, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    116,786 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.2B total assets
Net assets$35.2BLiabilities$1.2M
Money in vs. money out
Total income / additions$4.2B
Total expenses$1.1B
Benefits paid / distributions$1.1B
Full reported line items

Net assets

Total assets (EOY)
$35,242,945,747
Total liabilities (EOY)
$1,181,966
Net assets (EOY)
$35,241,763,781
Net assets (BOY)
$32,128,256,167

Income & contributions

Total contributions
$0
Total income / additions
$4,216,738,537

Expenses & distributions

Benefits paid
$1,080,111,494
Administrative expenses
$23,119,429
Total expenses
$1,103,230,923
Net increase / (decrease)
$3,113,507,614
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Alight Solutions LLC$4.9M
    NONE · Direct $4.9M · Indirect $8.2K
  2. 2
    Capital International, Inc.$2.1M
    NONE · Direct $2.1M · Indirect $0
  3. 3
    Jp Morgan Chase Bank, N.A.$770.4K
    NONE · Direct $572.9K · Indirect $197.5K
  4. 4
    The Northern Trust Company$187K
    NONE · Direct $187K · Indirect $0
  5. 5
    Aon$185.3K
    NONE · Direct $185.3K
  6. 6
    Pricewaterhousecoopers$143.3K
    NONE · Direct $143.3K

What to inspect next

Frequently asked questions

Who sponsors the State Farm Insurance Companies Retirement Plan For United States Employees?
State Farm Insurance Companies Retirement Plan For United States Employees is reported as sponsored by State Farm Mutual Automobile Insurance Company (EIN 37-0533100, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for State Farm Insurance Companies Retirement Plan For United States Employees?
The latest Form 5500 filing year loaded for State Farm Insurance Companies Retirement Plan For United States Employees is 2023.
How many participants does State Farm Insurance Companies Retirement Plan For United States Employees report?
State Farm Insurance Companies Retirement Plan For United States Employees reports 116,786 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for State Farm Insurance Companies Retirement Plan For United States Employees?
State Farm Insurance Companies Retirement Plan For United States Employees reports $35,242,945,747 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages