Defined Benefit (Pension) · DOL Form 5500 · 2023
Bear River Mutual Insurance Company Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $136,722
- Avg per participant Near avg balance/head
Official DOL plan name: Bear River Mutual Insurance Company Defined Benefit Plan · Sponsored by Bear River Mutual Insurance Company · Utah · Finance & Insurance
$11M in assets, 84 participants
Bear River Mutual Insurance Company's Bear River Mutual Insurance Company Defined Benefit Plan reported $11M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #4,110 in Finance & Insurance (8,869 peers)
Bear River Mutual Insurance Company multi-year trail
Bear River Mutual Insurance Company's plans moved +29.6% in assets from 2022 to 2024; this filing shows Bear River Mutual Insurance Company Defined Benefit Plan at $11M / 84 participants.
- #4,110
- in Finance & Insurance (8,869 peers)
- +1.3%
- assets growth YoY
Bear River Mutual Insurance Company Defined Benefit Plan's mid-pack asset rank among Finance & Insurance and all filers
Bear River Mutual Insurance Company Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,484,635 Top 38% higher than 62% 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
Bear River Mutual Insurance Company Defined Benefit Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bear River Mutual Insurance Company Defined Benefit Plan is a small filing (84 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bear River Mutual Insurance Company Defined Benefit Plan reported net income rose from -$2M in the plan year 2022 filing to $144K in the plan year 2023 filing.
- Bear River Mutual Insurance Company Defined Benefit Plan reported participants fell from 95 in the plan year 2022 filing to 84 in the plan year 2023 filing.
- Bear River Mutual Insurance Company Defined Benefit Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 870114580 · Bear River Mutual Insurance Company PY 2023 · Defined Benefit (Pension)
Bear River Mutual Insurance Company Defined Benefit Plan · $11M · 84 · 62nd
- RANK $11M
- RANK 84
- RANK 62nd
- RANK Defined Benefit (Pension)
- RANK near Retirement Plan for the Employees of Telefonica Larga Distancia
- RANK ind #4110
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 Utah →
Bear River Mutual Insurance Company Defined Benefit Plan in the asset neighbourhood
Bear River Mutual Insurance Company multi-year asset trail
Sponsor-wide plan assets over time
All Bear River Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 29.63476617454225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 207 | $24M |
| 2023 | 2 | 204 | $27M |
| 2024 | 2 | 263 | $31M |
Bear River Mutual Insurance Company filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $144K |
| Employer EIN | 870114580 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.7B · 11,210
- Intermountain Healthcare Pension Plan $3.2B · 28,140
- Rio Tinto America Inc. Retirement Plan $972M · 1,644
- America First Credit Union Pension Plan $547M · 2,464
- Retail Food Employers & Ufcw Local 711 Pension $355M · 8,448
Bear River Mutual Insurance Company Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Utah, the nearest Defined Benefit (Pension) by assets is Retirement Plan for the Employees of Telefonica Larga Distancia in FL ($11M); by covered participants it is Chemung Canal Trust Company Pension Plan in NY (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Retirement Plan for the Employees of Telefonica Larga Distancia (FL) $11M · 2
- Forest Oil Corporation Pension Trust (TX) $11M · N/A
- Capitol Machinery Company Defined Benefit Pension Plan (IA) $11M · 133
- Altura Communication Solutions Pension Plan for Certain Union Represented Employees (CA) $11M · 17
Similar participant headcount
Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.
- Chemung Canal Trust Company Pension Plan (NY) 84 · 0 off
- Elmont Cemetery Field Workers Pension Trust (NY) 84 · 0 off
- Retirement Plan for Salaried Employees of Mersen USA (NJ) 84 · 0 off
- Atkins & Pearce Retirement Plan (KY) 84 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.