Defined Benefit (Pension) · DOL Form 5500 · 2023

Fbl Financial Group, Inc. Pension Plan

Data updated 2026-08-11

$270M
Total assets
572
Participants
96th
Percentile by assets
$472,469
Avg per participant
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Official DOL plan name: Fbl Financial Group Retirement Plan · Sponsored by Fbl Financial Group, Inc. · Iowa · Finance & Insurance

$270M in assets, 572 participants

Fbl Financial Group, Inc.'s Fbl Financial Group Retirement Plan reported $270M in total assets and 572 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.

  • 96th percentile by assets (of 127,072 plans)
  • #8,259 in Finance & Insurance (8,869 peers)

Where Fbl Financial Group Retirement Plan sits by assets

Fbl Financial Group Retirement Plan sits in the top 5% of all filed plans by assets, $270M for 572 participants (~$472,469/participant), up 3.3% in 2023.

$270M
total plan assets (2023 EOY)
572
covered participants
96th
percentile by assets (of 127,072 plans)
$472,469
avg assets per participant

Where Fbl Financial Group Retirement Plan sits by total assets

Fbl Financial Group Retirement Plan vs every filed plan by assets

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

$270,252,063 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fbl Financial Group Retirement Plan reported net income rose from -$153M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Fbl Financial Group Retirement Plan reported participants fell from 666 in the plan year 2022 filing to 572 in the plan year 2023 filing.
  • Fbl Financial Group Retirement Plan end-of-year assets rose from $262M in the plan year 2022 filing to $270M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Iowa
Industry
Finance & Insurance

Fbl Financial Group Retirement Plan vs the 2023 asset distribution

By assets, Fbl Financial Group Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$262M
Net Assets (End of Year)$270M
Net Income$9M
Employer EIN421411715
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fbl Financial Group, Inc.)

$250M$255M$260M$265M$270M$275M 202220232024 $262M $254M ▼ -3.1%
Total plan assets by year, all Fbl Financial Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 666 $262M
2023 1 572 $270M
2024 1 533 $254M

Nearby Defined Benefit (Pension) Plans in Iowa

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

Fbl Financial Group Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.522.5 Total assets ($B) Participants Fbl Financial Group …, Total assets ($B): 0.270252063 · Participants: 572Fbl Financial Group …Transamerica Pension…, Total assets ($B): 2.323730661 · Participants: 6519Transamerica Pension…Principal Cash Balan…, Total assets ($B): 1.699129128 · Participants: 12492Principal Cash Balan…Midamerican Energy C…, Total assets ($B): 0.515952654 · Participants: 3002Midamerican Energy C…Employers Mutual Cas…, Total assets ($B): 0.346674752 · Participants: 1835Employers Mutual Cas…Non-Contributory Ret…, Total assets ($B): 0.297274074 · Participants: 1474Non-Contributory Ret…
Fbl Financial Group Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Fbl Financial Group Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Fbl Financial Group Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Fbl Financial Group Retirement Plan assets move in 2023? ▼
Fbl Financial Group Retirement Plan edged up modestly - up 3.3% during 2023, from $262M to $270M. Reported net income was $9M.
How have Fbl Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fbl Financial Group, Inc.'s sponsor-wide assets declined 3.1%, from $262M to $254M.
Where does Fbl Financial Group Retirement Plan rank by assets among Form 5500 filers? ▼
Fbl Financial Group Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Fbl Financial Group Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is I.a.T.S.E. Local 16 Pension Plan in CA ($270M, 2,790 participants).

Next read for Fbl Financial Group Retirement Plan

Scale reading

Ways to act on Fbl Financial Group Retirement Plan's numbers.

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 421411715.

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.