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Employers › California

Employer · plans filed under one EIN

Farmers Group, Inc.

Woodland Hills, CA · Finance and insurance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$7.96Bnet assets across plans
53,715participant records24,826 active
$146Memployer contributions, latest plan years$5,863 per active record
$10.8MSchedule C compensation to organisations$200.56 per participant record

Farmers Group, Inc., based in Woodland Hills, California, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 53,715 participant records and $7.96B in net assets.

The largest is Farmers Group, Inc. 401(k) Savings Plan, a 401(k) plan with 27,651 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $146M and participant contributions $175M in the latest plan years; benefits paid were $682M. Schedule C compensation reported to service provider organisations totalled $10.8M.

Combined net assets moved from $3.53B in 2009 to $5.52B in 2025 (up 56%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Farmers Group, Inc. 401(k) Savings Plan401(k) plan202527,651$5.52B$199,682$8,644$5.8M
Farmers Group, Inc. Employees' Pension Plancash balance pension plan202426,064$2.44B$93,665$34$5.0M
US median, plan year 2024: DC plans $53,089 per participant, $2,174 employer contribution per active participant; DB plans $86,073 and $10,170.

Trend by plan year

2009: $3.53B2010: $4.09B2011: $4.27B2012: $4.76B2013: $5.42B2014: $5.31B2015: $5.54B2016: $6.35B2017: $6.47B2018: $6.89B2019: $7.92B2020: $8.05B2021: $7.51B2022: $6.59B2023: $7.10B2024: $7.33B2025: $5.52B$3.53B$8.05B$5.52B200920122016202020242025
Combined net assets
2009: 76,1152010: 73,3152011: 66,5002012: 65,9842013: 62,0902014: 59,1342015: 59,3182016: 59,8292017: 58,4492018: 57,1892019: 59,0012020: 57,4522021: 60,6732022: 60,1892023: 57,4512024: 55,0262025: 27,65176,11527,651200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2025127,651$5.52B$145M$175M
2024255,026$7.33B$148M$174M
2023257,451$7.10B$168M$186M
2022260,189$6.59B$168M$191M
2021260,673$7.51B$154M$253M
2020257,452$8.05B$145M$156M
2019259,001$7.92B$156M$150M
2018257,189$6.89B$71.6M$144M
2017258,449$6.47B$145M$138M
2016259,829$6.35B$536M$131M
2015259,318$5.54B$295M$126M
2014259,134$5.31B$293M$120M
2013262,090$5.42B$268M$114M
2012265,984$4.76B$358M$122M
2011266,500$4.27B$273M$118M
2010273,315$4.09B$242M$113M
2009276,115$3.53B$256M$64.7M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Willis Towers Watson US LLCConsulting (general); Actuarial2$2,200,501
VoyaInvestment management1$1,483,155
The Vanguard Group, Inc.Recordkeeping and information management; Consulting (general); Trustee (directed); Securities brokerage1$1,155,882
Mellon Bank of New YorkCustodial (securities); Custodial (other than securities)2$1,106,165
WellingtonInvestment management1$1,063,019
American CenturyInvestment management1$866,226
PimcoInvestment management2$848,667
MondrianInvestment management2$788,760
Goldman SachsInvestment management1$401,928
PgimInvestment management1$251,923
Ernst & Young US LLPAccounting (including auditing)2$159,100
Vanguard Advisers Inc.Investment advisory (participants)1$158,238
Towers Watson Inv SVCS Inc.Consulting (general)1$140,870
BlackRockTrustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management1$97,507
State Street Global AdvisorsInvestment management1$8,182

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Willis Towers Watson US LLC$2.2M
Voya$1.5M
The Vanguard Group, Inc.$1.2M
Mellon Bank of New York$1.1M
Wellington$1.1M
American Century$866K
Pimco$849K
Mondrian$789K

Questions and answers

How many retirement plans does Farmers Group, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Farmers Group, Inc. 401(k) Savings Plan and Farmers Group, Inc. Employees' Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Farmers Group, Inc. contribute to its plans?

$145,566,473 in employer contributions across these plans in their latest plan years, about $5,863 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Willis Towers Watson US LLC, Voya, The Vanguard Group, Inc. and Mellon Bank of New York and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Sep 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Sep 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.