Nationwide Savings Plan — Form 5500 plan (Nationwide Mutual 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, Nationwide Savings Plan is a benefit plan reported by Nationwide Mutual Insurance Company under EIN 31-4177100 and plan number 334. The latest loaded filing year is 2023. The filing reports 43,777 participants and $7,618,883,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nationwide Mutual Insurance Company
EIN
31-4177100
Plan number
334
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
43,777
End-of-year plan assets
$7,618,883,027

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202343,777H, C20241003081137NAL0005567443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,618,883,027
Total liabilities (EOY)
$6,283,803
Net assets (EOY)
$7,612,599,224
Net assets (BOY)
$6,721,063,147

Income & contributions

Employer contributions
$88,698,031
Participant contributions
$275,150,496
Total contributions
$399,513,218
Total income / additions
$1,527,022,517

Expenses & distributions

Benefits paid
$633,791,089
Administrative expenses
$1,547,325
Total expenses
$635,486,440
Net increase / (decrease)
$891,536,077

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Instl Ops CoRECORDKEEPER / ADMIN$1,328,737$02023
Financial EnginesINV ADVISOR$230,985not reported in the loaded dataset2023

Related Form 5500 pages