Defined Benefit (Pension) · DOL Form 5500 · 2023
United Fire & Casualty Co Pension Plan
Data updated 2026-08-25
- $264M
- Total assets Near avg plan size
- 723
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $365,015
- Avg per participant High balance/head
Official DOL plan name: United Pension Plan · Sponsored by United Fire & Casualty Co · Iowa · Finance & Insurance
$264M in assets, 723 participants
United Fire & Casualty Co's United Pension Plan reported $264M in total assets and 723 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,247 in Finance & Insurance (8,869 peers)
Where United Pension Plan sits by assets
United Pension Plan sits in the top 5% of all filed plans by assets, $264M for 723 participants (~$365,015/participant), up 14.9% in 2023.
- #8,247
- in Finance & Insurance (8,869 peers)
- +14.9%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
United Pension Plan's outsized position by total assets
United Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$263,906,123 Top 4% higher than 96% 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
United 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. United Pension Plan sits mid-pack in the medium band (723 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Pension Plan reported net income rose from -$58M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- United Pension Plan end-of-year assets rose from $230M in the plan year 2022 filing to $264M in the plan year 2023 filing.
- United Pension Plan reported participants fell from 835 in the plan year 2022 filing to 723 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 420644327 · United Fire & Casualty Co PY 2023 · Defined Benefit (Pension)
United Pension Plan · $264M · 723 · 96th
- IND $264M
- IND 723
- IND 96th
- IND Defined Benefit (Pension)
- IND near Ua Local 190 Pension Plan
- IND ind #8247
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 →
United Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $230M |
|---|---|
| Net Assets (End of Year) | $264M |
| Net Income | $34M |
| Employer EIN | 420644327 |
| Plan Effective Date | 1966-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Fire & Casualty Co)
Sponsor-wide plan assets over time
All United Fire & Casualty Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $391M 5.3227911057036374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,912 | $372M |
| 2023 | 2 | 1,819 | $415M |
| 2024 | 2 | 1,490 | $391M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.3B · 6,519
- Principal Cash Balance Plan $1.7B · 12,492
- Midamerican Energy Company Retirement Plan $516M · 3,002
- Employers Mutual Casualty Company Retirement Plan $347M · 1,835
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $297M · 1,474
United Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Ua Local 190 Pension Plan in MI ($264M); by covered participants it is Stanford University Staff Retirement Annuity Plan in CA (723 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($264M here).
- Ua Local 190 Pension Plan (MI) $264M · 1,205
- Retirement Program Plan for Employees of United States Enrichment Corporation (MD) $264M · 63
- The Atlanticare Health System, Inc. Pension Plan (NJ) $265M · 1,222
- Metropolitan Opera Association Retirement Plan (NY) $265M · 717
Similar participant headcount
Nearest other-state filings by covered participants (723 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.