Defined Benefit (Pension) · DOL Form 5500 · 2023

Mdwest One, P.C. Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
158
Participants Small participant base
74th
Percentile by assets National rank
$136,694
Avg per participant Near avg balance/head
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Official DOL plan name: Mdwest One, P.C. Cash Balance Pension Plan · Sponsored by Mdwest One, P.C. · Nebraska · Healthcare & Social Assistance

$22M in assets, 158 participants

Mdwest One, P.C.'s Mdwest One, P.C. Cash Balance Pension Plan reported $22M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,835 in Healthcare & Social Assistance (17,684 peers)

Coverage in Nebraska

Mdwest One, P.C. Cash Balance Pension Plan covers 158 participants in Nebraska, about 29% of the average Nebraska filer (state average ~552 per filing). Assets: $22M.

#13,835
in Healthcare & Social Assistance (17,684 peers)
+27.9%
assets growth YoY

Mdwest One, P.C. Cash Balance Pension Plan's outsized position by total assets

Mdwest One, P.C. Cash Balance Pension Plan vs every filed plan by assets

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

$21,597,636 Top 26% higher than 74% 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

Mdwest One, P.C. Cash Balance Pension 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. Mdwest One, P.C. Cash Balance Pension Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mdwest One, P.C. Cash Balance Pension Plan reported net income rose from -$975K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mdwest One, P.C. Cash Balance Pension Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Mdwest One, P.C. Cash Balance Pension Plan reported participants fell from 161 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 470619405 · Mdwest One, P.C. PY 2023 · Defined Benefit (Pension)

Mdwest One, P.C. Cash Balance Pension Plan · $22M · 158 · 74th

  • PCT $22M
  • PCT 158
  • PCT 74th
  • PCT Defined Benefit (Pension)
  • PCT near Sbera Pension Plan as Adopted by Pentucket Bank
  • PCT ind #13835

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 Healthcare & Social Assistance retirement plans → · Plans in Nebraska →

Mdwest One, P.C. Cash Balance Pension Plan in the asset neighbourhood

Irving Tissue Pension Plan$22MMdwest One, P.C. Cash Balance Pension PlanMdwest One, P.C. Cash Balanc…$22MSbera Pension Plan as Adopted by Pentucket BankSbera Pension Plan as Adopte…$22MAxia Inc. Retirement Plan$22MState Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and TrustState Employees Credit Union…$22M
End-of-year total assets ($M) among Mdwest One, P.C. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN470619405
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mdwest One, P.C.)

Sponsor-wide plan assets over time

All Mdwest One, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 42.837709865709215% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.2M $90.3M ▲ +42.8%
Year Plans Participants Total Assets
2022 2 353 $63M
2023 2 362 $79M
2024 2 368 $90M

Nearby Defined Benefit (Pension) Plans in Nebraska

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

Mdwest One, P.C. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mdwest One, P.C. Cash Balance Pension Plan, Total assets ($B): 0.021597636 · Participants: 158Mdwest One, P.C. Cash Balance Pension PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.375049633 · Participants: 3724Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 4.190368742 · Participants: 10563Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.979498835 · Participants: 504Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.772418975 · Participants: 279Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.367919919 · Participants: 1113The Restated Ag Processing Inc Retirement Plan
Mdwest One, P.C. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Mdwest One, P.C. Cash Balance Pension Plan side-by-side with 3 peers →

Mdwest One, P.C. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Pentucket Bank in MA ($22M); by covered participants it is The Oswego Hospital Retirement Plan in NY (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Mdwest One, P.C. Cash Balance Pension Plan assets move in 2023? ▼
Mdwest One, P.C. Cash Balance Pension Plan grew sharply - up 27.9% during 2023, from $17M to $22M. Reported net income was $5M.
How have Mdwest One, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mdwest One, P.C.'s sponsor-wide assets grew 42.8%, from $63M to $90M.
Which Defined Benefit (Pension) plans are similar in size to Mdwest One, P.C. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by Pentucket Bank in MA ($22M, 92 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mdwest One, P.C. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Oswego Hospital Retirement Plan in NY (158 participants, $39M 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 470619405.

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.