Defined Benefit (Pension) · DOL Form 5500 · 2022

Bear River Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
95
Participants Small participant base
67th
Percentile by assets National rank
$119,373
Avg per participant Near avg balance/head
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Official DOL plan name: Bear River Mutual Insurance Company Defined Benefit Plan · Sponsored by Bear River Mutual Insurance Company · Utah · Finance & Insurance

$11M in assets, 95 participants

Bear River Mutual Insurance Company's Bear River Mutual Insurance Company Defined Benefit Plan reported $11M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,720 in Finance & Insurance (9,261 peers)

Bear River Mutual Insurance Company multi-year trail

Bear River Mutual Insurance Company's plans moved +29.6% in assets from 2022 to 2024; this filing shows Bear River Mutual Insurance Company Defined Benefit Plan at $11M / 95 participants.

#4,720
in Finance & Insurance (9,261 peers)
-12.2%
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.

Bear River Mutual Insurance Company Defined Benefit Plan's outsized position by total assets

Bear River Mutual Insurance Company Defined Benefit Plan vs every filed plan by assets

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

$11,340,459 Top 33% higher than 67% 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

Bear River Mutual Insurance Company Defined Benefit 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. Bear River Mutual Insurance Company Defined Benefit Plan is a small filing (95 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 870114580 · Bear River Mutual Insurance Company PY 2022 · Defined Benefit (Pension)

Bear River Mutual Insurance Company Defined Benefit Plan · $11M · 95 · 67th

  • VS-ST $11M
  • BOY 95
  • SCH 67th
  • EBSA Defined Benefit (Pension)
  • PART near First Citizens Community Bank Account Balance Pension Plan
  • TYPE ind #4720

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 Utah →

Bear River Mutual Insurance Company Defined Benefit Plan in the asset neighbourhood

Brevard Physician Associates, PLLC Market Based Cash Balance PlanBrevard Physician Associates…$11MJustan Electrical Contracting Corp. Retirement Plan and TrustJustan Electrical Contractin…$11MAdvanced Radiology Services Cash Balance PlanAdvanced Radiology Services …$11MBear River Mutual Insurance Company Defined Benefit PlanBear River Mutual Insurance …$11MFirst Citizens Community Bank Account Balance Pension PlanFirst Citizens Community Ban…$11M
End-of-year total assets ($M) among Bear River Mutual Insurance Company Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Bear River Mutual Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Bear River Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.63476617454225% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $30.5M ▲ +29.6%
Year Plans Participants Total Assets
2022 2 207 $24M
2023 2 204 $27M
2024 2 263 $31M

Bear River Mutual Insurance Company filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN870114580
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Utah

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

Bear River Mutual Insurance Company Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Bear River Mutual Insurance Company Defined Benefit Plan, Total assets ($B): 0.011340459 · Participants: 95Bear River Mutual Insurance Company Defined Benefit PlanDeseret Mutual Master Retirement Plan, Total assets ($B): 7.751671588 · Participants: 12102Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.008488 · Participants: 30404Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.84339411 · Participants: 1747Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.486755711 · Participants: 2406America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.333464015 · Participants: 8484Retail Food Employers & Ufcw Local 711 Pension
Bear River Mutual Insurance Company Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Bear River Mutual Insurance Company Defined Benefit Plan side-by-side with 3 peers →

Bear River Mutual Insurance Company Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is First Citizens Community Bank Account Balance Pension Plan in PA ($11M); by covered participants it is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Bear River Mutual Insurance Company Defined Benefit Plan assets move in 2022? ▼
Bear River Mutual Insurance Company Defined Benefit Plan pulled back noticeably - down 12.2% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Bear River Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear River Mutual Insurance Company's sponsor-wide assets grew 29.6%, from $24M to $31M.
Which Defined Benefit (Pension) plans are similar in size to Bear River Mutual Insurance Company Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is First Citizens Community Bank Account Balance Pension Plan in PA ($11M, 60 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bear River Mutual Insurance Company Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants, $3M 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 870114580.

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.