Defined Benefit (Pension) · DOL Form 5500 · 2023
Woodmen of the World Insurance Society Pension Plan
Data updated 2026-08-25
- $772M
- Total assets Above avg plan size
- 279
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $2.8M
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees and Representatives of Woodmenlife · Sponsored by Woodmen of the World Insurance Society · Nebraska · Finance & Insurance
$772M in assets, 279 participants
Woodmen of the World Insurance Society's Retirement Plan for Employees and Representatives of Woodmenlife reported $772M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,585 in Finance & Insurance (8,869 peers)
Where Retirement Plan for Employees and Representatives of Woodmenlife sits by assets
Retirement Plan for Employees and Representatives of Woodmenlife sits in the top 5% of all filed plans by assets, $772M for 279 participants (~$2.8M/participant), up 7.5% in 2023.
- #8,585
- in Finance & Insurance (8,869 peers)
- +7.5%
- assets growth YoY
- 7.8×
- vs typical plan assets (national mean)
Retirement Plan for Employees and Representatives of Woodmenlife's outsized position by total assets
Retirement Plan for Employees and Representatives of Woodmenlife vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$772,418,975 Top 2% higher than 98% 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
Retirement Plan for Employees and Representatives of Woodmenlife 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. Retirement Plan for Employees and Representatives of Woodmenlife sits mid-pack in the medium band (279 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees and Representatives of Woodmenlife reported net income rose from -$78M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- Retirement Plan for Employees and Representatives of Woodmenlife reported participants fell from 311 in the plan year 2022 filing to 279 in the plan year 2023 filing.
- Retirement Plan for Employees and Representatives of Woodmenlife end-of-year assets rose from $719M in the plan year 2022 filing to $772M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 470339250 · Woodmen of the World Insurance Society PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees and Representatives of Woodmenlife · $772M · 279 · 98th
- EIN $772M
- EIN 279
- EIN 98th
- EIN Defined Benefit (Pension)
- EIN near Rpm International Inc. Retirement Plan
- EIN ind #8585
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 Nebraska →
Retirement Plan for Employees and Representatives of Woodmenlife in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $719M |
|---|---|
| Net Assets (End of Year) | $772M |
| Net Income | $54M |
| Employer EIN | 470339250 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodmen of the World Insurance Society)
Sponsor-wide plan assets over time
All Woodmen of the World Insurance Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $988M 19.03037372404296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,580 | $830M |
| 2023 | 2 | 1,604 | $911M |
| 2024 | 2 | 1,712 | $988M |
Nearby Defined Benefit (Pension) Plans in Nebraska
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.4B · 3,724
- Berkshire Hathaway Consolidated Pension Plan $4.2B · 10,563
- Mutual of Omaha Retirement Income Plan $979M · 504
- The Restated Ag Processing Inc Retirement Plan $368M · 1,113
- Omaha Construction Industry Pension Plan $329M · 1,447
Retirement Plan for Employees and Representatives of Woodmenlife's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Rpm International Inc. Retirement Plan in OH ($773M); by covered participants it is Grange Holdings, Inc. Retirement Income Plan in OH (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($772M here).
- Rpm International Inc. Retirement Plan (OH) $773M · 7,736
- The Trane Merged Hourly Pension Plan (NC) $775M · 1,183
- Federal-Mogul Pension Plan (MI) $776M · 2,391
- American Chemical Society Retirement Plan (DC) $769M · 610
Similar participant headcount
Nearest other-state filings by covered participants (279 participants); asset peers above are excluded.
- Grange Holdings, Inc. Retirement Income Plan (OH) 279 · 0 off
- Alliance Coal, LLC & Aff. Pension Plan for Coal Employees (OK) 278 · 1 off
- International Brotherhood of Teamsters Retirement & Family Protection (DC) 278 · 1 off
- American Speech-Language-Hearing Association Retirement Income Plan (MD) 278 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.