Defined Benefit (Pension) · DOL Form 5500 · 2023
Rural Mutual Insurance Company Pension Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 74
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $682,876
- Avg per participant High balance/head
Official DOL plan name: Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates · Sponsored by Rural Mutual Insurance Company · Wisconsin · Finance & Insurance
$51M in assets, 74 participants
Rural Mutual Insurance Company's Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates reported $51M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #6,907 in Finance & Insurance (8,869 peers)
Where Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates sits by assets
Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates sits in the top quartile of all filed plans by assets, $51M for 74 participants (~$682,876/participant), up 4.0% in 2023.
- #6,907
- in Finance & Insurance (8,869 peers)
- +4.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates's outsized position by total assets
Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$50,532,838 Top 14% higher than 86% 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
Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates is a small filing (74 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates reported net income rose from -$33M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates reported participants fell from 85 in the plan year 2022 filing to 74 in the plan year 2023 filing.
- Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates end-of-year assets rose from $49M in the plan year 2022 filing to $51M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 390271985 · Rural Mutual Insurance Company PY 2023 · Defined Benefit (Pension)
Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates · $51M · 74 · 86th
- PART $51M
- TYPE 74
- NET 86th
- BOOK Defined Benefit (Pension)
- VS-ST near Abarta, Inc. Pension Plan
- BOY ind #6907
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 Wisconsin →
Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $2M |
| Employer EIN | 390271985 |
| Plan Effective Date | 1968-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rural Mutual Insurance Company)
Sponsor-wide plan assets over time
All Rural Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 3.0768883561599165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $49M |
| 2023 | 1 | 74 | $51M |
| 2024 | 1 | 63 | $47M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Pension Plan of Wisconsinsin Farm Bureau Federation & Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Abarta, Inc. Pension Plan in PA ($51M); by covered participants it is Keystone Folding Box Company Retirement Plan in NJ (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Abarta, Inc. Pension Plan (PA) $51M · 130
- Pension Plan for Employees of Sm Energy Company (CO) $51M · 227
- Adt Pension Plan for US Employees (FL) $51M · 394
- Ansi Plan for Employees' Retirement Pensions (NY) $51M · 180
Similar participant headcount
Nearest other-state filings by covered participants (74 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.