Defined Benefit (Pension) · DOL Form 5500 · 2022

Physicians Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
18
Participants Small participant base
82nd
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Physicians Mutual Insurance Company Pension and Benefit Plan · Sponsored by Physicians Mutual Insurance Company · Nebraska · Finance & Insurance

$28M in assets, 18 participants

Physicians Mutual Insurance Company's Physicians Mutual Insurance Company Pension and Benefit Plan reported $28M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,599 in Finance & Insurance (9,261 peers)

Where Physicians Mutual Insurance Company Pension and Benefit Plan sits by assets

Physicians Mutual Insurance Company Pension and Benefit Plan sits in the top quartile of all filed plans by assets, $28M for 18 participants (~$1.6M/participant), down 17.2% in 2022.

#6,599
in Finance & Insurance (9,261 peers)
-17.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Physicians Mutual Insurance Company Pension and Benefit Plan's outsized position by total assets

Physicians Mutual Insurance Company Pension and Benefit Plan vs every filed plan by assets

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

$28,473,478 Top 18% higher than 82% 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

Physicians Mutual Insurance Company Pension and 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. Physicians Mutual Insurance Company Pension and Benefit Plan is a small filing (18 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 470270450 · Physicians Mutual Insurance Company PY 2022 · Defined Benefit (Pension)

Physicians Mutual Insurance Company Pension and Benefit Plan · $28M · 18 · 82nd

  • PHOTO $28M
  • PHOTO 18
  • PHOTO 82nd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Qualstar Credit Union Defined Benefit Plan
  • PHOTO ind #6599

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 Insurance Company Pension and Benefit Plan in the asset neighbourhood

Crounse Corporation Marine & Maintenance Employees' Pension PlanCrounse Corporation Marine &…$29MPhysicians Mutual Insurance Company Pension and Benefit PlanPhysicians Mutual Insurance …$28MQualstar Credit Union Defined Benefit PlanQualstar Credit Union Define…$28MThe Hartz Group, Inc. Pension PlanThe Hartz Group, Inc. Pensio…$28MYoung & Rubicam LLC Career Cash Balance Continuation PlanYoung & Rubicam LLC Career C…$28M
End-of-year total assets ($M) among Physicians Mutual Insurance Company Pension and Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN470270450
Plan Effective Date2018-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Physicians Mutual Insurance Company)

Sponsor-wide plan assets over time

All Physicians Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$296M 21.77894801397627% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $243M $296M ▲ +21.8%
Year Plans Participants Total Assets
2022 2 982 $243M
2023 2 995 $272M
2024 2 1,017 $296M

Nearby Defined Benefit (Pension) Plans in Nebraska

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

Physicians Mutual Insurance Company Pension and Benefit Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1012345 Total assets ($B) Participants Physicians Mutual Insurance Company Pension and Benefit Plan, Total assets ($B): 0.028473478 · Participants: 18Physicians Mutual Insurance Company Pension and Benefit PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.320831297 · Participants: 4000Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 3.927606276 · Participants: 38Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.998227028 · Participants: 606Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.718852569 · Participants: 311Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.333016466 · Participants: 1083The Restated Ag Processing Inc Retirement Plan
Physicians Mutual Insurance Company Pension and Benefit Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Physicians Mutual Insurance Company Pension and Benefit Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Qualstar Credit Union Defined Benefit Plan in WA ($28M); by covered participants it is Roadrunner Glass Company, Inc. Retirement Plan in AZ (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Physicians Mutual Insurance Company Pension and Benefit Plan assets move in 2022? ▼
Physicians Mutual Insurance Company Pension and Benefit Plan declined sharply - down 17.2% during 2022, from $34M to $28M. Reported net income was -$6M.
How have Physicians Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Physicians Mutual Insurance Company's sponsor-wide assets grew 21.8%, from $243M to $296M.
Where does Physicians Mutual Insurance Company Pension and Benefit Plan rank by assets among Form 5500 filers? ▼
Physicians Mutual Insurance Company Pension and Benefit Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Physicians Mutual Insurance Company Pension and Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Qualstar Credit Union Defined Benefit Plan in WA ($28M, 105 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Physicians Mutual Insurance Company Pension and Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roadrunner Glass Company, Inc. Retirement Plan in AZ (18 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 470270450.

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.