Defined Benefit (Pension) · DOL Form 5500 · 2022

Farmers Union Mutual Insurance Co - Montana Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
36
Participants Small participant base
66th
Percentile by assets National rank
$295,096
Avg per participant High balance/head
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Official DOL plan name: National Farmers Union Uniform Pension Plan · Sponsored by Farmers Union Mutual Insurance Co - Montana · Montana · Finance & Insurance

$11M in assets, 36 participants

Farmers Union Mutual Insurance Co - Montana's National Farmers Union Uniform Pension Plan reported $11M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 66th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,597 in Finance & Insurance (9,261 peers)

Farmers Union Mutual Insurance Co - Montana multi-year trail

Farmers Union Mutual Insurance Co - Montana's plans moved +23.6% in assets from 2022 to 2024; this filing shows National Farmers Union Uniform Pension Plan at $11M / 36 participants.

#4,597
in Finance & Insurance (9,261 peers)
-13.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Farmers Union Uniform Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

National Farmers Union Uniform Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,623,463 Top 34% higher than 66% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

National Farmers Union Uniform Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Farmers Union Uniform Pension Plan is a small filing (36 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 810283203 · Farmers Union Mutual Insurance Co - Montana PY 2022 · Defined Benefit (Pension)

National Farmers Union Uniform Pension Plan · $11M · 36 · 66th

  • 5500 $11M
  • 5500 36
  • 5500 66th
  • 5500 Defined Benefit (Pension)
  • 5500 near Retirement Plan for Employees of Huntington Medical Research Institutes
  • 5500 ind #4597

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Montana →

National Farmers Union Uniform Pension Plan in the asset neighbourhood

Giumarra Vineyards Corporation Pension PlanGiumarra Vineyards Corporati…$11MNational Farmers Union Uniform Pension PlanNational Farmers Union Unifo…$11MRetirement Plan for Employees of Huntington Medical Research InstitutesRetirement Plan for Employee…$11MJas. W. Glover Holding Company, Ltd. Defined Benefit Pension PlanJas. W. Glover Holding Compa…$11MAltura Communication Solutions Pension Plan for Certain Union Represented EmployeesAltura Communication Solutio…$11M
End-of-year total assets ($M) among National Farmers Union Uniform Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Farmers Union Mutual Insurance Co - Montana multi-year asset trail

Sponsor-wide plan assets over time

All Farmers Union Mutual Insurance Co - Montana plans reported in each filing year

Latest sponsor-wide plan assets
$13M 23.64895514767642% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.6M $13.1M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 36 $11M
2023 1 37 $12M
2024 1 40 $13M

Farmers Union Mutual Insurance Co - Montana filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN810283203
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Montana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

National Farmers Union Uniform Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants National Farmers Union Uniform Pension Plan, Total assets ($M): 10.623463 · Participants: 36National Farmers Union Uniform Pension PlanNorthwestern Energy Pension Plan, Total assets ($M): 395.349017 · Participants: 451Northwestern Energy Pension PlanNorthwestern Corporation Pension Plan, Total assets ($M): 53.989502 · Participants: 139Northwestern Corporation Pension PlanSt. Peter's Health Cashplus Retirement Plan, Total assets ($M): 49.437986 · Participants: 310St. Peter's Health Cashplus Retirement PlanRetirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 32.485498 · Participants: 120Retirement Plan for Employees of Northern Montana HospitalPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($M): 27.453705 · Participants: 87Pension Plan for Employees of Advanced Silicon Materials, LLC
National Farmers Union Uniform Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare National Farmers Union Uniform Pension Plan side-by-side with 3 peers →

National Farmers Union Uniform Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Huntington Medical Research Institutes in CA ($11M); by covered participants it is The Duke Endowment Employees' Retirement Plan in NC (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Farmers Union Uniform Pension Plan assets move in 2022? ▼
National Farmers Union Uniform Pension Plan pulled back noticeably - down 13.0% during 2022, from $12M to $11M. Reported net income was -$2M.
How have Farmers Union Mutual Insurance Co - Montana plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farmers Union Mutual Insurance Co - Montana's sponsor-wide assets grew 23.6%, from $11M to $13M.
Which Defined Benefit (Pension) plans are similar in size to National Farmers Union Uniform Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Huntington Medical Research Institutes in CA ($11M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Farmers Union Uniform Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Duke Endowment Employees' Retirement Plan in NC (36 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810283203.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.