401(k) · DOL Form 5500 · 2023
Physicans Mutual Insurance Company Physicians Life Insurance Company 401(k) Plan
Data updated 2026-08-11
- $244M
- Total assets
- 981
- Participants
- 95th
- Percentile by assets
- $248,762
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $244M
- total plan assets (2023 EOY)
- 981
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $248,762
- avg assets per participant
Where Physicians Mutual Defined Contribution Retirement Plan and Trust sits 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
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.
Physicians Mutual Defined Contribution Retirement Plan and Trust vs the 2023 asset distribution
By assets, Physicians Mutual Defined Contribution Retirement Plan and Trust outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Physicians Mutual Defined Contribution Retirement Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Physicians Mutual Defined Contribution Retirement Plan and Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Physicians Mutual Defined Contribution Retirement Plan and Trust assets move in 2023? ▼
How have Physicans Mutual Insurance Company Physicians Life Insurance Company plan assets changed over time? ▼
Where does Physicians Mutual Defined Contribution Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Physicians Mutual Defined Contribution Retirement Plan and Trust? ▼
Next read for Physicians Mutual Defined Contribution R…
Scale reading
Ways to act on Physicians Mutual Defined Contribution Retirement Plan and Trust's numbers.
- By total assets, Physicians Mutual Defined Contribution Retirement Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Nebraska. Compare plans
- Physicans Mutual Insurance Company Physicians Life Insurance Company's sponsor-wide assets have grown 21.8% since 2022 across 3 plan years on file. More Finance & Insurance plans