Defined Benefit (Pension) · DOL Form 5500 · 2022

Emc National Life Company Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
71
Participants Small participant base
66th
Percentile by assets National rank
$151,571
Avg per participant Above avg balance/head
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Official DOL plan name: Emc National Life Company Employees Cash Balance Plan · Sponsored by Emc National Life Company · Iowa · Finance & Insurance

$11M in assets, 71 participants

Emc National Life Company's Emc National Life Company Employees Cash Balance Plan reported $11M in total assets and 71 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.

  • #4,622 in Finance & Insurance (9,261 peers)

2022 asset change

Emc National Life Company Employees Cash Balance Plan declined sharply 25.4% in 2022 ($14M → $11M) for 71 participants.

#4,622
in Finance & Insurance (9,261 peers)
-25.4%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Emc National Life Company Employees Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

Emc National Life Company Employees Cash Balance Plan vs every filed plan by assets

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

$10,761,567 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

Emc National Life Company Employees Cash Balance 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. Emc National Life Company Employees Cash Balance Plan is a small filing (71 participants) on this national headcount ladder.

DOL schedule card

Filing strip 420868851 · Emc National Life Company PY 2022 · Defined Benefit (Pension)

Emc National Life Company Employees Cash Balance Plan · $11M · 71 · 66th

  • RANK $11M
  • RANK 71
  • RANK 66th
  • RANK Defined Benefit (Pension)
  • RANK near Triangle Credit Union Cash Balance Defined Benefit Plan and Trust
  • RANK ind #4622

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 Iowa →

Emc National Life Company Employees Cash Balance Plan in the asset neighbourhood

Denkai America Employees' Pension PlanDenkai America Employees' Pe…$11MEmc National Life Company Employees Cash Balance PlanEmc National Life Company Em…$11MTriangle Credit Union Cash Balance Defined Benefit Plan and TrustTriangle Credit Union Cash B…$11MGrede Wisconsin LLC Retirement Income PlanGrede Wisconsin LLC Retireme…$11MAdler Planetarium Retirement Income PlanAdler Planetarium Retirement…$11M
End-of-year total assets ($M) among Emc National Life Company Employees Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Emc National Life Company years around the 2022 move

Sponsor-wide plan assets over time

All Emc National Life Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.059309578242647% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M 202220232024 $10.8M $11.6M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 71 $11M
2023 1 63 $11M
2024 1 67 $12M

2022 asset-move particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$4M
Employer EIN420868851
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Iowa

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

Emc National Life Company Employees Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Emc National Life Company Employees Cash Balance Plan, Total assets ($B): 0.010761567 · Participants: 71Emc National Life Company Employees Cash Balance PlanTransamerica Pension Plan, Total assets ($B): 2.230658092 · Participants: 6789Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.549488797 · Participants: 11788Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.490129749 · Participants: 3321Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.320738549 · Participants: 2037Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.286934779 · Participants: 1641Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Emc National Life Company Employees Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Emc National Life Company Employees Cash Balance Plan side-by-side with 3 peers →

Emc National Life Company Employees Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Triangle Credit Union Cash Balance Defined Benefit Plan and Trust in NH ($11M); by covered participants it is The Pension Plan for the Mott Children's Health Center in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Emc National Life Company Employees Cash Balance Plan assets move in 2022? ▼
Emc National Life Company Employees Cash Balance Plan declined sharply - down 25.4% during 2022, from $14M to $11M. Reported net income was -$4M.
How have Emc National Life Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emc National Life Company's sponsor-wide assets grew 8.1%, from $11M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Emc National Life Company Employees Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Triangle Credit Union Cash Balance Defined Benefit Plan and Trust in NH ($11M, 142 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Emc National Life Company Employees Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Pension Plan for the Mott Children's Health Center in MI (71 participants, $32M 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 420868851.

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.