Defined Benefit (Pension) · DOL Form 5500 · 2023

Qbe Holdings, Inc. Pension Plan

Data updated 2026-08-25

$153M
Total assets Near avg plan size
190
Participants Below avg headcount
94th
Percentile by assets National rank
$805,844
Avg per participant High balance/head
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Official DOL plan name: Qbe Pension Equity Plan · Sponsored by Qbe Holdings, Inc. · Wisconsin · Finance & Insurance

$153M in assets, 190 participants

Qbe Holdings, Inc.'s Qbe Pension Equity Plan reported $153M in total assets and 190 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.

  • #7,991 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Qbe Pension Equity Plan covers 190 participants in Wisconsin, about 34% of the average Wisconsin filer (state average ~563 per filing). Assets: $153M.

#7,991
in Finance & Insurance (8,869 peers)
-0.6%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $877K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Qbe Pension Equity Plan's outsized position by total assets

Qbe Pension Equity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$153,110,361 Top 6% higher than 94% of 127,068 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 2023

Qbe Pension Equity Plan 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. Qbe Pension Equity Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Qbe Pension Equity Plan reported net income rose from -$60M in the plan year 2022 filing to -$877K in the plan year 2023 filing.
  • Qbe Pension Equity Plan reported participants fell from 205 in the plan year 2022 filing to 190 in the plan year 2023 filing.
  • Qbe Pension Equity Plan end-of-year assets fell from $154M in the plan year 2022 filing to $153M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521147383 · Qbe Holdings, Inc. PY 2023 · Defined Benefit (Pension)

Qbe Pension Equity Plan · $153M · 190 · 94th

  • TYPE $153M
  • TYPE 190
  • TYPE 94th
  • TYPE Defined Benefit (Pension)
  • TYPE near The Timken-Latrobe-Mpb-Torrington Retirement Plan
  • TYPE ind #7991

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 Wisconsin →

Qbe Pension Equity Plan in the asset neighbourhood

The Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$153MThe Timken-Latrobe-Mpb-Torrington Retirement PlanThe Timken-Latrobe-Mpb-Torri…$153MQbe Pension Equity Plan$153MAcushnet Company Pension Plan$153MCincinnati Bell Pension Plan$153M
End-of-year total assets ($M) among Qbe Pension Equity Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$153M
Net Income-$877K
Employer EIN521147383
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Qbe Holdings, Inc.)

Sponsor-wide plan assets over time

All Qbe Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$930M 18.010450537630664% vs 2022
2024 filing year
$750M$800M$850M$900M$950M 202220232024 $788M $930M ▲ +18.0%
Year Plans Participants Total Assets
2022 2 2,767 $788M
2023 2 2,744 $884M
2024 2 2,875 $930M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Qbe Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Qbe Pension Equity Plan, Total assets ($B): 0.153110361 · Participants: 190Qbe Pension Equity PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Qbe Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Qbe Pension Equity Plan side-by-side with 3 peers →

Qbe Pension Equity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is The Timken-Latrobe-Mpb-Torrington Retirement Plan in OH ($153M); by covered participants it is National Bankshares, Inc. Retirement Income Plan in VA (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($153M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Qbe Pension Equity Plan assets move in 2023? ▼
Qbe Pension Equity Plan held essentially flat - down 0.6% during 2023, from $154M to $153M. Reported net income was -$877K.
How have Qbe Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Qbe Holdings, Inc.'s sponsor-wide assets grew 18.0%, from $788M to $930M.
Where does Qbe Pension Equity Plan rank by assets among Form 5500 filers? ▼
Qbe Pension Equity Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Qbe Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Timken-Latrobe-Mpb-Torrington Retirement Plan in OH ($153M, 1,056 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Qbe Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Bankshares, Inc. Retirement Income Plan in VA (190 participants, $33M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521147383.

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.