Defined Benefit (Pension) · DOL Form 5500 · 2023

Midwest Agency, LLP Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
46th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: National Farmers Union Uniform Pension Plan · Sponsored by Midwest Agency, LLP · Nebraska · Finance & Insurance

$5M in assets, 5 participants

Midwest Agency, LLP's National Farmers Union Uniform Pension Plan reported $5M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,887 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

National Farmers Union Uniform Pension Plan holds $5M for 5 participants - about $1.1M per participant, in the lower half of filed plans by assets.

#2,887
in Finance & Insurance (8,869 peers)
+5.6%
assets growth YoY

National Farmers Union Uniform Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

National Farmers Union Uniform Pension Plan vs every filed plan by assets

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

$5,397,774 46th percentile higher than 46% 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

National Farmers Union Uniform Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Farmers Union Uniform Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Farmers Union Uniform Pension Plan reported net income rose from -$653K in the plan year 2022 filing to $286K in the plan year 2023 filing.
  • National Farmers Union Uniform Pension Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • National Farmers Union Uniform Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391933489 · Midwest Agency, LLP PY 2023 · Defined Benefit (Pension)

National Farmers Union Uniform Pension Plan · $5M · 5 · 46th

  • SCH $5M
  • EBSA 5
  • PART 46th
  • TYPE Defined Benefit (Pension)
  • NET near Crestline Pension Plan
  • BOOK ind #2887

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 →

National Farmers Union Uniform Pension Plan in the asset neighbourhood

National Farmers Union Uniform Pension PlanNational Farmers Union Unifo…$5MCrestline Pension Plan$5MHanesbrands Inc. Pension Plan$5MSharpe & Associates, Inc. Defined Benefit PlanSharpe & Associates, Inc. De…$5MLoparex Inc. Cullman Union Retirement PlanLoparex Inc. Cullman Union R…$5M
End-of-year total assets ($M) among National Farmers Union Uniform Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$286K
Employer EIN391933489
Plan Effective Date1998-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwest Agency, LLP)

Sponsor-wide plan assets over time

All Midwest Agency, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 8.332992643245838% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M 202220232024 $5.11M $5.54M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 6 $5M
2023 1 5 $5M
2024 1 7 $6M

Nearby Defined Benefit (Pension) Plans in Nebraska

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

National Farmers Union Uniform Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants National Farmers Union Uniform Pension Plan, Total assets ($B): 0.005397774 · Participants: 5National Farmers Union Uniform Pension PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.375049633 · Participants: 3724Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 4.190368742 · Participants: 10563Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.979498835 · Participants: 504Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.772418975 · Participants: 279Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.367919919 · Participants: 1113The Restated Ag Processing Inc Retirement Plan
National Farmers Union Uniform Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare National Farmers Union Uniform Pension Plan side-by-side with 3 peers →

National Farmers Union Uniform Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Crestline Pension Plan in OH ($5M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 National Farmers Union Uniform Pension Plan assets move in 2023? ▼
National Farmers Union Uniform Pension Plan grew at a solid clip - up 5.6% during 2023, from $5M to $5M. Reported net income was $286K.
How have Midwest Agency, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest Agency, LLP's sponsor-wide assets grew 8.3%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to National Farmers Union Uniform Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Crestline Pension Plan in OH ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Farmers Union Uniform Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 391933489.

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.