Defined Benefit (Pension) · DOL Form 5500 · 2023

Amerisure Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
433
Participants Below avg headcount
90th
Percentile by assets National rank
$207,207
Avg per participant Above avg balance/head
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Official DOL plan name: Amerisure Mutual Insurance Company Cash Balance Pension Plan · Sponsored by Amerisure Mutual Insurance Company · Michigan · Finance & Insurance

$90M in assets, 433 participants

Amerisure Mutual Insurance Company's Amerisure Mutual Insurance Company Cash Balance Pension Plan reported $90M in total assets and 433 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,573 in Finance & Insurance (8,869 peers)

Where Amerisure Mutual Insurance Company Cash Balance Pension Plan sits by assets

Amerisure Mutual Insurance Company Cash Balance Pension Plan sits in the top 10% of all filed plans by assets, $90M for 433 participants (~$207,207/participant), up 4.9% in 2023.

#7,573
in Finance & Insurance (8,869 peers)
+4.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Amerisure Mutual Insurance Company Cash Balance Pension Plan's outsized position by total assets

Amerisure Mutual Insurance Company Cash Balance Pension Plan vs every filed plan by assets

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

$89,720,588 Top 10% higher than 90% 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

Amerisure Mutual Insurance Company Cash Balance Pension 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. Amerisure Mutual Insurance Company Cash Balance Pension Plan sits mid-pack in the medium band (433 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amerisure Mutual Insurance Company Cash Balance Pension Plan reported net income rose from -$25M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Amerisure Mutual Insurance Company Cash Balance Pension Plan reported participants fell from 482 in the plan year 2022 filing to 433 in the plan year 2023 filing.
  • Amerisure Mutual Insurance Company Cash Balance Pension Plan end-of-year assets rose from $86M in the plan year 2022 filing to $90M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 380829210 · Amerisure Mutual Insurance Company PY 2023 · Defined Benefit (Pension)

Amerisure Mutual Insurance Company Cash Balance Pension Plan · $90M · 433 · 90th

  • PHOTO $90M
  • IND 433
  • EOY 90th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Rsm US LLP Market Based Cash Balance Plan
  • PCT ind #7573

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 Michigan →

Amerisure Mutual Insurance Company Cash Balance Pension Plan in the asset neighbourhood

Catv Industry-IBEW Pension PlanCatv Industry-IBEW Pension P…$90MCatv Industry-IBEW Pension PlanCatv Industry-IBEW Pension P…$90MAmerisure Mutual Insurance Company Cash Balance Pension PlanAmerisure Mutual Insurance C…$90MRsm US LLP Market Based Cash Balance PlanRsm US LLP Market Based Cash…$90MMasters Mates & Pilots Adjustable Pension PlanMasters Mates & Pilots Adjus…$90M
End-of-year total assets ($M) among Amerisure Mutual Insurance Company Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$90M
Net Income$4M
Employer EIN380829210
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amerisure Mutual Insurance Company)

Sponsor-wide plan assets over time

All Amerisure Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$318M 15.92713095594861% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $274M $318M ▲ +15.9%
Year Plans Participants Total Assets
2022 2 1,169 $274M
2023 2 1,153 $303M
2024 2 1,155 $318M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Amerisure Mutual Insurance Company Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Amerisure Mutual Insurance Company Cash Balance Pension Plan, Total assets ($B): 0.089720588 · Participants: 433Amerisure Mutual Insurance Company Cash Balance Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Amerisure Mutual Insurance Company Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Amerisure Mutual Insurance Company Cash Balance Pension Plan side-by-side with 3 peers →

Amerisure Mutual Insurance Company Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Rsm US LLP Market Based Cash Balance Plan in IA ($90M); by covered participants it is The Lozier Corporation Pension Plan and Trust in NE (433 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (433 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 Amerisure Mutual Insurance Company Cash Balance Pension Plan assets move in 2023? ▼
Amerisure Mutual Insurance Company Cash Balance Pension Plan edged up modestly - up 4.9% during 2023, from $86M to $90M. Reported net income was $4M.
How have Amerisure Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amerisure Mutual Insurance Company's sponsor-wide assets grew 15.9%, from $274M to $318M.
Where does Amerisure Mutual Insurance Company Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Amerisure Mutual Insurance Company Cash Balance Pension Plan ranks in the 90th 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 Amerisure Mutual Insurance Company Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rsm US LLP Market Based Cash Balance Plan in IA ($90M, 1,018 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amerisure Mutual Insurance Company Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lozier Corporation Pension Plan and Trust in NE (433 participants, $143M 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 380829210.

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.