401(k) · DOL Form 5500 · 2023
United Fire & Casualty Company 401(k) Plan
Data updated 2026-08-11
- $151M
- Total assets
- 1,096
- Participants
- 94th
- Percentile by assets
- $137,980
- Avg per participant
Official DOL plan name: United Fire Group 401(k) Plan · Sponsored by United Fire & Casualty Company · Iowa · Finance & Insurance
$151M in assets, 1,096 participants
United Fire & Casualty Company's United Fire Group 401(k) Plan reported $151M in total assets and 1,096 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #7,983 in Finance & Insurance (8,869 peers)
Where United Fire Group 401(k) Plan sits by assets
United Fire Group 401(k) Plan sits in the top 10% of all filed plans by assets, $151M for 1,096 participants (~$137,980/participant), up 6.6% in 2023.
- $151M
- total plan assets (2023 EOY)
- 1,096
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $137,980
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Fire Group 401(k) Plan reported net income rose from -$24M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- United Fire Group 401(k) Plan end-of-year assets rose from $142M in the plan year 2022 filing to $151M in the plan year 2023 filing.
- United Fire Group 401(k) Plan reported participants rose from 1,077 in the plan year 2022 filing to 1,096 in the plan year 2023 filing.
United Fire Group 401(k) Plan vs the 2023 asset distribution
By assets, United Fire Group 401(k) Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | $9M |
| Employer EIN | 420644327 |
| Plan Effective Date | 1989-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Fire & Casualty Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,912 | $372M |
| 2023 | 2 | 1,819 | $415M |
| 2024 | 2 | 1,490 | $391M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
United Fire Group 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to United Fire Group 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did United Fire Group 401(k) Plan assets move in 2023? ▼
How have United Fire & Casualty Company plan assets changed over time? ▼
Where does United Fire Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to United Fire Group 401(k) Plan? ▼
Next read for United Fire Group 401(k) Plan
Scale reading
Ways to act on United Fire Group 401(k) Plan's numbers.
- By total assets, United Fire Group 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- United Fire & Casualty Company's sponsor-wide assets have grown 5.3% since 2022 across 3 plan years on file. More Finance & Insurance plans