401(k) · DOL Form 5500 · 2023

Midwest Family Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
130
Participants Small participant base
70th
Percentile by assets National rank
$130,629
Avg per participant Near avg balance/head
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Official DOL plan name: Midwest Family Mutual Insurance Company 401(k) Plan · Sponsored by Midwest Family Mutual Insurance Company · Iowa · Finance & Insurance

$17M in assets, 130 participants

Midwest Family Mutual Insurance Company's Midwest Family Mutual Insurance Company 401(k) Plan reported $17M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,895 in Finance & Insurance (8,869 peers)

Coverage in Iowa

Midwest Family Mutual Insurance Company 401(k) Plan covers 130 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $17M.

#4,895
in Finance & Insurance (8,869 peers)
+16.1%
assets growth YoY

Midwest Family Mutual Insurance Company 401(k) Plan's outsized position by total assets

Midwest Family Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$16,981,807 Top 30% higher than 70% 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 401(k) 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. Midwest Family Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midwest Family Mutual Insurance Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Midwest Family Mutual Insurance Company 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Midwest Family Mutual Insurance Company 401(k) Plan reported participants rose from 125 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410417260 · Midwest Family Mutual Insurance Company PY 2023 · 401(k)

Midwest Family Mutual Insurance Company 401(k) Plan · $17M · 130 · 70th

  • NET $17M
  • NET 130
  • NET 70th
  • NET 401(k)
  • NET near Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust
  • NET ind #4895

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 401(k) Plan in the asset neighbourhood

Midwest Family Mutual Insurance Company 401(k) PlanMidwest Family Mutual Insura…$17MPerinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and TrustPerinatal Associates of New …$17MNew England Ob-Gyn Associates, Inc. Profit Sharing Retirement PlanNew England Ob-Gyn Associate…$17MVocon 401(k) Retirement Savings PlanVocon 401(k) Retirement Savi…$17MHeavy Machines, LLC 401(k) Profit Sharing PlanHeavy Machines, LLC 401(k) P…$17M
End-of-year total assets ($M) among Midwest Family Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN410417260
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwest Family Mutual Insurance Company)

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

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Midwest Family Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Midwest Family Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.016981807 · Participants: 130Midwest Family Mutual Insurance Company 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Midwest Family Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Midwest Family Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Midwest Family Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust in NM ($17M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 401(k) Plan assets move in 2023? ▼
Midwest Family Mutual Insurance Company 401(k) Plan grew sharply - up 16.1% during 2023, from $15M to $17M. Reported net income was $2M.
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 401(k) plans are similar in size to Midwest Family Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and Trust in NM ($17M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Midwest Family Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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.