Department of Labor filing

AARON SMITH STATE FARM

AARON SMITH STATE FARM 401(K) PLAN · For the plan year ended Dec 31, 2025

Spot something wrong?
Latest public filing 2025 · received Jul 10, 2026Current benefit source dated Aug 29, 2026

At a glance

The details employees usually care about

Bottom line: The employer contribution is documented. Vesting is not confirmed yet. Reported employer money is near the middle of its peer group.

69Plan health
from public filings
1/7Key terms
we could verify
See what drives the plan health score
Employer contributions versus peers48/10030% of the full model
Lower reported administrative cost89/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

Employer matchSee verified formula

State Farm says its 401(k) provides company contributions of up to 7% of salary.

Check the source ↓
Value at $100,000 of paySee formula

Based on the published formula. Eligibility and annual limits can change the amount.

Employer money vs. similar plans48th percentile

Up 0.0% over the filing history shown.

Still checking: vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability

These details may be in documents available only to employees. We leave them blank until we find a dated source.

What to check first: the match, vesting, waiting period and fees. Use the filing history to see how the plan has changed over time.

One limitation: public filings do not show your personal investment returns. A blank means we could not verify the answer; it does not count against the plan. Source documents for the current terms are linked below.

Filing comparison · 202561out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions48th percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense89th percentileTypical peer $105 · based on 18,019 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, AARON SMITH STATE FARM reported $26,965 in employer contributions across this plan, or $2,996 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating9

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison61/100

Compared with similarly sized plans in the same industry.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$26,965
$2,996 per active participant
Participant contributions
$95,888
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
21.9%
Active participants
9
Small plan
Total participants
11
11 at the beginning of the year
Ending assets
$2,156,762
$196,069 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$1,766,287
Ending net assets
$2,156,762
Beginning liabilities
$0
Ending liabilities
$0
Total income
$395,264
Total expenses
$4,789
Administrative expenses
$105
$10 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$2,996
Administrative cost per participant
2025
$10
Active participants
2025
9
Total plan assets
2025
$2,156,762
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$2,99692.2M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
460446893-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2016
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E3D2G2J2K2F2T

Verified plan terms

What dated primary sources say

Only details supported by the reviewed source appear here. We do not turn missing information into an answer.

Employer contribution
State Farm says its 401(k) provides company contributions of up to 7% of salary. The public benefits disclosure does not separate the match from any other company contribution.
Still checking 6 details

eligibility, vesting, investment information, automatic enrollment, roth contributions, participant fees. These items stay out of the main grid until we find a dated source.

Source: State Farm — current U.S. careers benefits disclosure · dated Aug 29, 2026

Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260710094711NAL0001188369001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗