401(k) · DOL Form 5500 · 2022

Midwest Family Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
125
Participants Small participant base
72nd
Percentile by assets National rank
$117,055
Avg per participant Below avg balance/head
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Official DOL plan name: Midwest Family Mutual Insurance Company 401(k) Plan · Sponsored by Midwest Family Mutual Insurance Company · Iowa · Finance & Insurance

$15M in assets, 125 participants

Midwest Family Mutual Insurance Company's Midwest Family Mutual Insurance Company 401(k) Plan reported $15M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,266 in Finance & Insurance (9,261 peers)

Coverage in Iowa

Midwest Family Mutual Insurance Company 401(k) Plan covers 125 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $15M.

#5,266
in Finance & Insurance (9,261 peers)
-13.4%
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.

Midwest Family Mutual Insurance Company 401(k) Plan's outsized position by total assets

Midwest Family Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$14,631,871 Top 28% higher than 72% 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

Midwest Family Mutual Insurance Company 401(k) Plan 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. Midwest Family Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (125 participants).

Form 5500 schedule snapshot

Filing strip 410417260 · Midwest Family Mutual Insurance Company PY 2022 · 401(k)

Midwest Family Mutual Insurance Company 401(k) Plan · $15M · 125 · 72nd

  • VS-ST $15M
  • BOY 125
  • SCH 72nd
  • EBSA 401(k)
  • PART near Grove Street Advisors 401(k) and Profit Sharing Plan
  • TYPE ind #5266

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 →

Midwest Family Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Midwest Family Mutual Insurance Company 401(k) PlanMidwest Family Mutual Insura…$15MGrove Street Advisors 401(k) and Profit Sharing PlanGrove Street Advisors 401(k)…$15MLeigh Fibers LLC Incentive Savings and Retirement PlanLeigh Fibers LLC Incentive S…$15ML. G. Roloff Construction Co. , Inc. Profit Sharing & 401(k) PlanL. G. Roloff Construction Co…$15MIsland Federal Credit Union 401(k) Plan & TrustIsland Federal Credit Union …$15M
End-of-year total assets ($M) among Midwest Family Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN410417260
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwest Family Mutual Insurance Company)

Sponsor-wide plan assets over time

All Midwest Family Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$39M 15.117267619553878% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $34M $39.1M ▲ +15.1%
Year Plans Participants Total Assets
2022 2 221 $34M
2023 2 228 $37M
2024 2 248 $39M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Midwest Family Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Midwest Family Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.014631871 · Participants: 125Midwest Family Mutual Insurance Company 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Midwest Family Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Midwest Family Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Midwest Family Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Grove Street Advisors 401(k) and Profit Sharing Plan in MA ($15M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Midwest Family Mutual Insurance Company 401(k) Plan assets move in 2022? ▼
Midwest Family Mutual Insurance Company 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Midwest Family Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest Family Mutual Insurance Company's sponsor-wide assets grew 15.1%, from $34M to $39M.
Which 401(k) plans are similar in size to Midwest Family Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grove Street Advisors 401(k) and Profit Sharing Plan in MA ($15M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Midwest Family Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 410417260.

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.