Defined Benefit (Pension) · DOL Form 5500 · 2022
American Family Mutual Insurance Company, S.I. Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 11,381
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $105,743
- Avg per participant Below avg balance/head
Official DOL plan name: American Family Pension Plan · Sponsored by American Family Mutual Insurance Company, S.I. · Wisconsin · Finance & Insurance
$1.2B in assets, 11,381 participants
American Family Mutual Insurance Company, S.I.'s American Family Pension Plan reported $1.2B in total assets and 11,381 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,093 in Finance & Insurance (9,261 peers)
Coverage in Wisconsin
American Family Pension Plan covers 11,381 participants in Wisconsin, 20x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.2B.
- #9,093
- in Finance & Insurance (9,261 peers)
- -36.9%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
The plan reported a net loss of $695M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Family Pension Plan's outsized position by total assets
American Family Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,203,455,853 Top 1% higher than 99% 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
American Family Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Family Pension Plan is a mega filing (11,381 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 390273710 · American Family Mutual Insurance Company, S.I. PY 2022 · Defined Benefit (Pension)
American Family Pension Plan · $1.2B · 11,381 · 99th
- RANK $1.2B
- RANK 11,381
- RANK 99th
- RANK Defined Benefit (Pension)
- RANK near Greater Pennsylvania Carpenters' Pension Fund
- RANK ind #9093
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 Wisconsin →
American Family Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$695M |
| Employer EIN | 390273710 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Family Mutual Insurance Company, S.I.)
Sponsor-wide plan assets over time
All American Family Mutual Insurance Company, S.I. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.5B 18.340009346582878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 25,094 | $2.9B |
| 2023 | 2 | 24,796 | $3.3B |
| 2024 | 2 | 23,752 | $3.5B |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Scale composition for American Family Pension Plan
American Family Pension Plan reports $1.2B in end-of-year assets across 11,381 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $105,743 per participant (76% of the national average assets-per-participant) . Net income for plan year 2022 was -$695M.
This plan identity (EIN 390273710, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.3B (+5.1%) while covered participants moved from 11,381 to 11,032 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,381 | $1.2B | This page |
| 2023 | 11,519 | $1.3B | Open filing |
| 2024 · index core | 11,032 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- American Family 401(k) Plan (401(k), $2.2B, 12,720 participants)
- American Family Pension Plan (Defined Benefit (Pension), $1.3B, 11,032 participants)
American Family Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Greater Pennsylvania Carpenters' Pension Fund in PA ($1.2B); by covered participants it is Sharpsaver Retirement Plan in CA (11,379 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
Similar participant headcount
Nearest other-state filings by covered participants (11,381 participants); asset peers above are excluded.
- Sharpsaver Retirement Plan (CA) 11,379 · 2 off
- Pepsico Employees Retirement Plan I (NY) 11,386 · 5 off
- Phillips 66 Retirement Plan (TX) 11,398 · 17 off
- Sysco Corporation Retirement Plan (TX) 11,360 · 21 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.