Defined Benefit (Pension) · DOL Form 5500 · 2023

Farmers Union Mutual Insurance Co - Montana Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
37
Participants Small participant base
63rd
Percentile by assets National rank
$331,501
Avg per participant High balance/head
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Official DOL plan name: National Farmers Union Uniform Pension Plan · Sponsored by Farmers Union Mutual Insurance Co - Montana · Montana · Finance & Insurance

$12M in assets, 37 participants

Farmers Union Mutual Insurance Co - Montana's National Farmers Union Uniform Pension Plan reported $12M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,254 in Finance & Insurance (8,869 peers)

Farmers Union Mutual Insurance Co - Montana multi-year trail

Farmers Union Mutual Insurance Co - Montana's plans moved +23.6% in assets from 2022 to 2024; this filing shows National Farmers Union Uniform Pension Plan at $12M / 37 participants.

#4,254
in Finance & Insurance (8,869 peers)
+15.5%
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

$12,265,524 Top 37% higher than 63% 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 smaller 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 small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Farmers Union Uniform Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • National Farmers Union Uniform Pension Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • National Farmers Union Uniform Pension Plan reported participants rose from 36 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810283203 · Farmers Union Mutual Insurance Co - Montana PY 2023 · Defined Benefit (Pension)

National Farmers Union Uniform Pension Plan · $12M · 37 · 63rd

  • IND $12M
  • IND 37
  • IND 63rd
  • IND Defined Benefit (Pension)
  • IND near Retirement Plan for Employees of Badger Mutual Insurance Company
  • IND ind #4254

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 Montana →

National Farmers Union Uniform Pension Plan in the asset neighbourhood

H. D. Hudson Legacy Defined Benefit Pension PlanH. D. Hudson Legacy Defined …$12MLexmark Retirement Growth Account Plan IILexmark Retirement Growth Ac…$12MNational Farmers Union Uniform Pension PlanNational Farmers Union Unifo…$12MSpi Pharma, Inc. Pension Plan$12MRetirement Plan for Employees of Badger Mutual Insurance CompanyRetirement Plan for Employee…$12M
End-of-year total assets ($M) among National Farmers Union Uniform Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Farmers Union Mutual Insurance Co - Montana multi-year asset trail

Sponsor-wide plan assets over time

All Farmers Union Mutual Insurance Co - Montana plans reported in each filing year

Latest sponsor-wide plan assets
$13M 23.64895514767642% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.6M $13.1M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 36 $11M
2023 1 37 $12M
2024 1 40 $13M

Farmers Union Mutual Insurance Co - Montana filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN810283203
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Montana

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 Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1000100200300400 Total assets ($M) Participants National Farmers Union Uniform Pension Plan, Total assets ($M): 12.265524 · Participants: 37National Farmers Union Uniform Pension PlanNorthwestern Energy Mt Pension Plan, Total assets ($M): 350.19428 · Participants: 387Northwestern Energy Mt Pension PlanSt. Peter's Health Cashplus Retirement Plan, Total assets ($M): 56.808753 · Participants: 285St. Peter's Health Cashplus Retirement PlanNorthwestern Energy Sd/Ne Pension Plan, Total assets ($M): 55.71111 · Participants: 131Northwestern Energy Sd/Ne Pension PlanRetirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 34.073428 · Participants: 111Retirement Plan for Employees of Northern Montana HospitalPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($M): 28.641653 · Participants: 76Pension Plan for Employees of Advanced Silicon Materials, LLC
National Farmers Union Uniform Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, 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 Montana, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Badger Mutual Insurance Company in WI ($12M); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 sharply - up 15.5% during 2023, from $11M to $12M. Reported net income was $2M.
How have Farmers Union Mutual Insurance Co - Montana plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farmers Union Mutual Insurance Co - Montana's sponsor-wide assets grew 23.6%, from $11M to $13M.
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 Retirement Plan for Employees of Badger Mutual Insurance Company in WI ($12M, 38 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 Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants, $13M 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 810283203.

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.