Defined Benefit (Pension) · DOL Form 5500 · 2023

Emc National Life Company Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
63
Participants Small participant base
61st
Percentile by assets National rank
$180,964
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Emc National Life Company Employees Cash Balance Plan · Sponsored by Emc National Life Company · Iowa · Finance & Insurance

$11M in assets, 63 participants

Emc National Life Company's Emc National Life Company Employees Cash Balance Plan reported $11M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,092 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Emc National Life Company Employees Cash Balance Plan holds $11M for 63 participants - about $180,964 per participant, above the median plan by assets.

#4,092
in Finance & Insurance (8,869 peers)
+5.9%
assets growth YoY

Emc National Life Company Employees Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

Emc National Life Company Employees Cash Balance Plan vs every filed plan by assets

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

$11,400,726 Top 39% higher than 61% 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

Emc National Life Company Employees Cash Balance 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. Emc National Life Company Employees Cash Balance Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emc National Life Company Employees Cash Balance Plan reported net income rose from -$4M in the plan year 2022 filing to $639K in the plan year 2023 filing.
  • Emc National Life Company Employees Cash Balance Plan reported participants fell from 71 in the plan year 2022 filing to 63 in the plan year 2023 filing.
  • Emc National Life Company Employees Cash Balance Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420868851 · Emc National Life Company PY 2023 · Defined Benefit (Pension)

Emc National Life Company Employees Cash Balance Plan · $11M · 63 · 61st

  • ASSETS $11M
  • PCT 63
  • EIN 61st
  • RANK Defined Benefit (Pension)
  • PHOTO near Hasler, Inc. Pension Plan
  • IND ind #4092

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 Iowa →

Emc National Life Company Employees Cash Balance Plan in the asset neighbourhood

Estwing Manufacturing Company, Inc. Pension PlanEstwing Manufacturing Compan…$11MEmc National Life Company Employees Cash Balance PlanEmc National Life Company Em…$11MHasler, Inc. Pension Plan$11MLaerdal Medical Corporation Employees' Pension PlanLaerdal Medical Corporation …$11MDel Monte Fresh Produce (Hawaii) Inc. Pineapple Pension PlanDel Monte Fresh Produce (Haw…$11M
End-of-year total assets ($M) among Emc National Life Company Employees Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$639K
Employer EIN420868851
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emc National Life Company)

Sponsor-wide plan assets over time

All Emc National Life Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.059309578242647% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M 202220232024 $10.8M $11.6M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 71 $11M
2023 1 63 $11M
2024 1 67 $12M

Nearby Defined Benefit (Pension) Plans in Iowa

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

Emc National Life Company Employees Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Emc National Life Company Employees Cash Balance Plan, Total assets ($B): 0.011400726 · Participants: 63Emc National Life Company Employees Cash Balance PlanTransamerica Pension Plan, Total assets ($B): 2.323730661 · Participants: 6519Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.699129128 · Participants: 12492Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.515952654 · Participants: 3002Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.346674752 · Participants: 1835Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.297274074 · Participants: 1474Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Emc National Life Company Employees Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Emc National Life Company Employees Cash Balance Plan side-by-side with 3 peers →

Emc National Life Company Employees Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Hasler, Inc. Pension Plan in CT ($11M); by covered participants it is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Emc National Life Company Employees Cash Balance Plan assets move in 2023? ▼
Emc National Life Company Employees Cash Balance Plan grew at a solid clip - up 5.9% during 2023, from $11M to $11M. Reported net income was $639K.
How have Emc National Life Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emc National Life Company's sponsor-wide assets grew 8.1%, from $11M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Emc National Life Company Employees Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hasler, Inc. Pension Plan in CT ($11M, 39 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Emc National Life Company Employees Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants, $264M 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 420868851.

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.