Defined Benefit (Pension) · DOL Form 5500 · 2023

Secura Insurance, a Mutual Company Pension Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
159
Participants Small participant base
90th
Percentile by assets National rank
$559,077
Avg per participant High balance/head
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Official DOL plan name: Secura Employees' Pension Plan · Sponsored by Secura Insurance, a Mutual Company · Wisconsin · Finance & Insurance

$89M in assets, 159 participants

Secura Insurance, a Mutual Company's Secura Employees' Pension Plan reported $89M in total assets and 159 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.

  • #7,567 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Secura Employees' Pension Plan covers 159 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $89M.

#7,567
in Finance & Insurance (8,869 peers)
-33.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Secura Employees' Pension Plan's outsized position by total assets

Secura Employees' Pension Plan vs every filed plan by assets

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

$88,893,299 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

Secura Employees' 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. Secura Employees' Pension Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Secura Employees' Pension Plan end-of-year assets fell from $134M in the plan year 2022 filing to $89M in the plan year 2023 filing.
  • Secura Employees' Pension Plan reported net income fell from -$38M in the plan year 2022 filing to -$45M in the plan year 2023 filing.
  • Secura Employees' Pension Plan reported participants fell from 169 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390355180 · Secura Insurance, a Mutual Company PY 2023 · Defined Benefit (Pension)

Secura Employees' Pension Plan · $89M · 159 · 90th

  • SCH $89M
  • SCH 159
  • SCH 90th
  • SCH Defined Benefit (Pension)
  • SCH near Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln
  • SCH ind #7567

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 →

Secura Employees' Pension Plan in the asset neighbourhood

The Connecticut Water Company Employees' Retirement PlanThe Connecticut Water Compan…$89MJoint Comm on Acred of Healthcare Org Accnt Based Retir PlnJoint Comm on Acred of Healt…$89MSecura Employees' Pension PlanSecura Employees' Pension Pl…$89MSouthern California General Sales Employers and United Food and Commercial Workers Unions Pension FundSouthern California General …$89MIndiana Teamsters Pension PlanIndiana Teamsters Pension Pl…$89M
End-of-year total assets ($M) among Secura Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$89M
Net Income-$45M
Employer EIN390355180
Plan Effective Date1949-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Secura Insurance, a Mutual Company)

Sponsor-wide plan assets over time

All Secura Insurance, a Mutual Company plans reported in each filing year

Latest sponsor-wide plan assets
$283M 3.780400641660798% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $273M $283M ▲ +3.8%
Year Plans Participants Total Assets
2022 2 1,120 $273M
2023 2 1,222 $260M
2024 2 1,257 $283M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Secura Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Secura Employees' Pension Plan, Total assets ($B): 0.088893299 · Participants: 159Secura Employees' Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Secura Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Secura Employees' Pension Plan side-by-side with 3 peers →

Secura Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln in IL ($89M); by covered participants it is American Postal Workers Union Health Plan Employee Pension Plan in MD (159 participants). Same-state nearby plans are listed separately above.

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 Secura Employees' Pension Plan assets move in 2023? ▼
Secura Employees' Pension Plan contracted severely - down 33.7% during 2023, from $134M to $89M. Reported net income was -$45M.
How have Secura Insurance, a Mutual Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Secura Insurance, a Mutual Company's sponsor-wide assets grew 3.8%, from $273M to $283M.
Where does Secura Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Secura Employees' 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 Secura Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln in IL ($89M, 1,010 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Secura Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Health Plan Employee Pension Plan in MD (159 participants, $65M 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 390355180.

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.