401(k) · DOL Form 5500 · 2023
Pharmacists Mutual Insurance Company 401(k) Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $153,742
- Avg per participant Above avg balance/head
Official DOL plan name: Pharmacists Mutual Insurance Co. Salary Savings Plan · Sponsored by Pharmacists Mutual Insurance Company · Iowa · Finance & Insurance
$49M in assets, 317 participants
Pharmacists Mutual Insurance Company's Pharmacists Mutual Insurance Co. Salary Savings Plan reported $49M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #6,863 in Finance & Insurance (8,869 peers)
Where Pharmacists Mutual Insurance Co. Salary Savings Plan sits by assets
Pharmacists Mutual Insurance Co. Salary Savings Plan sits in the top quartile of all filed plans by assets, $49M for 317 participants (~$153,742/participant), up 10.7% in 2023.
- #6,863
- in Finance & Insurance (8,869 peers)
- +10.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Pharmacists Mutual Insurance Co. Salary Savings Plan's outsized position by total assets
Pharmacists Mutual Insurance Co. Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$48,736,339 Top 15% higher than 85% 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
Pharmacists Mutual Insurance Co. Salary Savings 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. Pharmacists Mutual Insurance Co. Salary Savings Plan sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pharmacists Mutual Insurance Co. Salary Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Pharmacists Mutual Insurance Co. Salary Savings Plan end-of-year assets rose from $44M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- Pharmacists Mutual Insurance Co. Salary Savings Plan reported participants rose from 305 in the plan year 2022 filing to 317 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 420223390 · Pharmacists Mutual Insurance Company PY 2023 · 401(k)
Pharmacists Mutual Insurance Co. Salary Savings Plan · $49M · 317 · 85th
- 5500 $49M
- ASSETS 317
- PCT 85th
- EIN 401(k)
- RANK near Ahc 401(k) Profit Sharing Plan
- PHOTO ind #6863
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 →
Pharmacists Mutual Insurance Co. Salary Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $5M |
| Employer EIN | 420223390 |
| Plan Effective Date | 1985-01-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pharmacists Mutual Insurance Company)
Sponsor-wide plan assets over time
All Pharmacists Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 14.378842888188212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 305 | $44M |
| 2023 | 1 | 317 | $49M |
| 2024 | 1 | 286 | $50M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Pharmacists Mutual Insurance Co. Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Ahc 401(k) Profit Sharing Plan in TN ($49M); by covered participants it is Mcguires Management Group 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Ahc 401(k) Profit Sharing Plan (TN) $49M · 3,968
- Midwest Machinery Co. 401(k) Plan (MN) $49M · 653
- Majesco 401(k) Plan (NJ) $49M · 467
- Quadax, Inc. 401(k) Profit Sharing Plan and Trust (OH) $49M · 804
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Mcguires Management Group 401(k) Plan (FL) 317 · 0 off
- Forddirect Retirement Savings Plan (MI) 317 · 0 off
- Paradox Inc 401(k) Plan (AZ) 317 · 0 off
- Automated Financial Systems, Inc. 401(k) Salary Reduction Plan (PA) 317 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.