Defined Benefit (Pension) · DOL Form 5500 · 2023

Midwest Family Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
98
Participants Small participant base
73rd
Percentile by assets National rank
$204,163
Avg per participant Above avg balance/head
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Official DOL plan name: Midwest Family Mutual Insurance Company Defined Benefit Pension Plan · Sponsored by Midwest Family Mutual Insurance Company · Iowa · Finance & Insurance

$20M in assets, 98 participants

Midwest Family Mutual Insurance Company's Midwest Family Mutual Insurance Company Defined Benefit Pension Plan reported $20M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,247 in Finance & Insurance (8,869 peers)

Midwest Family Mutual Insurance Company multi-year trail

Midwest Family Mutual Insurance Company's plans moved +15.1% in assets from 2022 to 2024; this filing shows Midwest Family Mutual Insurance Company Defined Benefit Pension Plan at $20M / 98 participants.

#5,247
in Finance & Insurance (8,869 peers)
+3.3%
assets growth YoY

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan's outsized position by total assets

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan vs every filed plan by assets

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

$20,007,993 Top 27% higher than 73% 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

Midwest Family Mutual Insurance Company Defined Benefit 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. Midwest Family Mutual Insurance Company Defined Benefit Pension Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midwest Family Mutual Insurance Company Defined Benefit Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $639K in the plan year 2023 filing.
  • Midwest Family Mutual Insurance Company Defined Benefit Pension Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Midwest Family Mutual Insurance Company Defined Benefit Pension Plan reported participants rose from 96 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410417260 · Midwest Family Mutual Insurance Company PY 2023 · Defined Benefit (Pension)

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan · $20M · 98 · 73rd

  • TYPE $20M
  • TYPE 98
  • TYPE 73rd
  • TYPE Defined Benefit (Pension)
  • TYPE near Trihealth, Inc. Retirement Plan
  • TYPE ind #5247

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 →

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan in the asset neighbourhood

Essentra Holdings Corp Pension Plan for Hourly EmployeesEssentra Holdings Corp Pensi…$20MMidwest Family Mutual Insurance Company Defined Benefit Pension PlanMidwest Family Mutual Insura…$20MTrihealth, Inc. Retirement PlanTrihealth, Inc. Retirement P…$20MAlaska Native Industries Employee Defined Benefit Pension PlanAlaska Native Industries Emp…$20MThe Duke Endowment Employees' Retirement PlanThe Duke Endowment Employees…$20M
End-of-year total assets ($M) among Midwest Family Mutual Insurance Company Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Midwest Family Mutual Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Midwest Family Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$39M 15.117267619553878% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $34M $39.1M ▲ +15.1%
Year Plans Participants Total Assets
2022 2 221 $34M
2023 2 228 $37M
2024 2 248 $39M

Midwest Family Mutual Insurance Company filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$639K
Employer EIN410417260
Plan Effective Date1939-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Iowa

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

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Midwest Family Mutual Insurance Company Defined Benefit Pension Plan, Total assets ($B): 0.020007993 · Participants: 98Midwest Family Mutual Insurance Company Defined Benefit Pension 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.
Midwest Family Mutual Insurance Company Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Midwest Family Mutual Insurance Company Defined Benefit Pension Plan side-by-side with 3 peers →

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Trihealth, Inc. Retirement Plan in OH ($20M); by covered participants it is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Midwest Family Mutual Insurance Company Defined Benefit Pension Plan assets move in 2023? ▼
Midwest Family Mutual Insurance Company Defined Benefit Pension Plan edged up modestly - up 3.3% during 2023, from $19M to $20M. Reported net income was $639K.
How have Midwest Family Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest Family Mutual Insurance Company's sponsor-wide assets grew 15.1%, from $34M to $39M.
Which Defined Benefit (Pension) plans are similar in size to Midwest Family Mutual Insurance Company Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Trihealth, Inc. Retirement Plan in OH ($20M, 336 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Midwest Family Mutual Insurance Company Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (98 participants, $202M 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 410417260.

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.