401(k) · DOL Form 5500 · 2022
Physicans Mutual Insurance Company Physicians Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $214M
- Total assets Near avg plan size
- 964
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $222,290
- Avg per participant Above avg balance/head
Official DOL plan name: Physicians Mutual Defined Contribution Retirement Plan and Trust · Sponsored by Physicans Mutual Insurance Company Physicians Life Insurance Company · Nebraska · Finance & Insurance
$214M in assets, 964 participants
Physicans Mutual Insurance Company Physicians Life Insurance Company's Physicians Mutual Defined Contribution Retirement Plan and Trust reported $214M in total assets and 964 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #8,611 in Finance & Insurance (9,261 peers)
Where Physicians Mutual Defined Contribution Retirement Plan and Trust sits by assets
Physicians Mutual Defined Contribution Retirement Plan and Trust sits in the top 5% of all filed plans by assets, $214M for 964 participants (~$222,290/participant), down 16.2% in 2022.
- #8,611
- in Finance & Insurance (9,261 peers)
- -16.2%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Physicians Mutual Defined Contribution Retirement Plan and Trust's outsized position by total assets
Physicians Mutual Defined Contribution Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$214,287,770 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Physicians Mutual Defined Contribution Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Physicians Mutual Defined Contribution Retirement Plan and Trust sits mid-pack in the medium band (964 participants).
Form 5500 schedule snapshot
Filing strip 470270450 · Physicans Mutual Insurance Company Physicians Life Insurance Company PY 2022 · 401(k)
Physicians Mutual Defined Contribution Retirement Plan and Trust · $214M · 964 · 96th
- EIN $214M
- EIN 964
- EIN 96th
- EIN 401(k)
- EIN near Comprehensive Pharmacy Services 401(k) Plan
- EIN ind #8611
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 Nebraska →
Physicians Mutual Defined Contribution Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $256M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | -$41M |
| Employer EIN | 470270450 |
| Plan Effective Date | 1984-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Physicans Mutual Insurance Company Physicians Life Insurance Company)
Sponsor-wide plan assets over time
All Physicans Mutual Insurance Company Physicians Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $296M 21.77894801397627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 982 | $243M |
| 2023 | 2 | 995 | $272M |
| 2024 | 2 | 1,017 | $296M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $5.0B · 9,716
- Union Pacific Corporation Thrift Plan $2.0B · 5,284
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.0B · 28,974
- Peter Kiewit Sons, Inc. Retirement Savings Plan $1.8B · 15,777
- First National of Nebraska, Inc. First Savings Plan $764M · 4,605
Physicians Mutual Defined Contribution Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Comprehensive Pharmacy Services 401(k) Plan in OH ($214M); by covered participants it is Quaker Houghton Retirement Savings Plan in PA (964 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214M here).
- Comprehensive Pharmacy Services 401(k) Plan (OH) $214M · 2,059
- Dayton Freight Lines, Inc. Employee 401(k) Retirement Plan (OH) $214M · 5,146
- Medimpact Healthcare Systems, Inc. 401(k) Salary Savings Plan (CA) $214M · 1,824
- Firstservice Residential 401(k) Plan (FL) $214M · 17,352
Similar participant headcount
Nearest other-state filings by covered participants (964 participants); asset peers above are excluded.
- Quaker Houghton Retirement Savings Plan (PA) 964 · 0 off
- Hilton Puerto Rico Retirement Savings Plan (VA) 964 · 0 off
- Anderson Columbia Co., Inc. 401(k) Salary Reduction Plan (FL) 964 · 0 off
- Tactile Systems Technology, Inc. 401(k) Plan (MN) 964 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.