401(k) · DOL Form 5500 · 2023
Physicans Mutual Insurance Company Physicians Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $244M
- Total assets Near avg plan size
- 981
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $248,762
- Avg per participant Above avg balance/head
Official DOL plan name: Physicians Mutual Defined Contribution Retirement Plan and Trust · Sponsored by Physicans Mutual Insurance Company Physicians Life Insurance Company · Nebraska · Finance & Insurance
$244M in assets, 981 participants
Physicans Mutual Insurance Company Physicians Life Insurance Company's Physicians Mutual Defined Contribution Retirement Plan and Trust reported $244M in total assets and 981 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,214 in Finance & Insurance (8,869 peers)
Where Physicians Mutual Defined Contribution Retirement Plan and Trust sits by assets
Physicians Mutual Defined Contribution Retirement Plan and Trust sits in the top 5% of all filed plans by assets, $244M for 981 participants (~$248,762/participant), up 13.9% in 2023.
- #8,214
- in Finance & Insurance (8,869 peers)
- +13.9%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Physicians Mutual Defined Contribution Retirement Plan and Trust's outsized position by total assets
Physicians Mutual Defined Contribution Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$244,035,722 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Physicians Mutual Defined Contribution Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Physicians Mutual Defined Contribution Retirement Plan and Trust sits mid-pack in the medium band (981 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Physicians Mutual Defined Contribution Retirement Plan and Trust reported net income rose from -$41M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Physicians Mutual Defined Contribution Retirement Plan and Trust end-of-year assets rose from $214M in the plan year 2022 filing to $244M in the plan year 2023 filing.
- Physicians Mutual Defined Contribution Retirement Plan and Trust reported participants rose from 964 in the plan year 2022 filing to 981 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 470270450 · Physicans Mutual Insurance Company Physicians Life Insurance Company PY 2023 · 401(k)
Physicians Mutual Defined Contribution Retirement Plan and Trust · $244M · 981 · 95th
- EBSA $244M
- PART 981
- TYPE 95th
- NET 401(k)
- BOOK near Hikma Pharmaceuticals USA Inc. 401(k) Retirement Plan
- VS-ST ind #8214
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 Defined Contribution Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $214M |
|---|---|
| Net Assets (End of Year) | $244M |
| Net Income | $30M |
| Employer EIN | 470270450 |
| Plan Effective Date | 1984-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Physicans Mutual Insurance Company Physicians Life Insurance Company)
Sponsor-wide plan assets over time
All Physicans Mutual Insurance Company Physicians Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $296M 21.77894801397627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 982 | $243M |
| 2023 | 2 | 995 | $272M |
| 2024 | 2 | 1,017 | $296M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $6.3B · 10,652
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.4B · 16,947
- Union Pacific Corporation Thrift Plan $2.3B · 5,470
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.3B · 27,770
- First National of Nebraska, Inc. First Savings Plan $926M · 5,038
Physicians Mutual Defined Contribution Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Hikma Pharmaceuticals USA Inc. 401(k) Retirement Plan in NJ ($244M); by covered participants it is Encore Electric, Inc. 401(k) Plan in CO (981 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($244M here).
- Hikma Pharmaceuticals USA Inc. 401(k) Retirement Plan (NJ) $244M · 1,890
- Littelfuse, Inc. 401(k) Retirement and Savings Plan (IL) $244M · 1,018
- Tishman Speyer Properties, L.P. 401(k) Savings Plan (NY) $244M · 953
- Thrifty Payless, Inc. 401(k) Retirement Savings Plan for Collective Bargaining Pharmacists (PA) $244M · 780
Similar participant headcount
Nearest other-state filings by covered participants (981 participants); asset peers above are excluded.
- Encore Electric, Inc. 401(k) Plan (CO) 981 · 0 off
- Eastman Credit Union 401(k) Investment Plan (TN) 981 · 0 off
- Professional Building Systems, Inc. 401(k) Plan (PA) 981 · 0 off
- Tarter Gate Company 401(k) Plan (KY) 981 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.