Defined Benefit (Pension) · DOL Form 5500 · 2023
Employers Mutual Casualty Company Pension Plan
Data updated 2026-08-25
- $347M
- Total assets Above avg plan size
- 1,835
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $188,924
- Avg per participant Above avg balance/head
Official DOL plan name: Employers Mutual Casualty Company Retirement Plan · Sponsored by Employers Mutual Casualty Company · Iowa · Finance & Insurance
$347M in assets, 1,835 participants
Employers Mutual Casualty Company's Employers Mutual Casualty Company Retirement Plan reported $347M in total assets and 1,835 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,355 in Finance & Insurance (8,869 peers)
Coverage in Iowa
Employers Mutual Casualty Company Retirement Plan covers 1,835 participants in Iowa, 3.0x the typical Iowa plan (state average ~609 per filing). Assets: $347M.
- #8,355
- in Finance & Insurance (8,869 peers)
- +8.1%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
Employers Mutual Casualty Company Retirement Plan's outsized position by total assets
Employers Mutual Casualty Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$346,674,752 Top 3% higher than 97% 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
Employers Mutual Casualty Company Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employers Mutual Casualty Company Retirement Plan lands in the large band (1,835 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employers Mutual Casualty Company Retirement Plan reported net income rose from -$101M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Employers Mutual Casualty Company Retirement Plan reported participants fell from 2,037 in the plan year 2022 filing to 1,835 in the plan year 2023 filing.
- Employers Mutual Casualty Company Retirement Plan end-of-year assets rose from $321M in the plan year 2022 filing to $347M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 420234980 · Employers Mutual Casualty Company PY 2023 · Defined Benefit (Pension)
Employers Mutual Casualty Company Retirement Plan · $347M · 1,835 · 97th
- EOY $347M
- 5500 1,835
- ASSETS 97th
- PCT Defined Benefit (Pension)
- EIN near Alaska Airlines, Inc. Retirement Plan for Salaried Employees
- RANK ind #8355
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 →
Employers Mutual Casualty Company Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $321M |
|---|---|
| Net Assets (End of Year) | $347M |
| Net Income | $26M |
| Employer EIN | 420234980 |
| Plan Effective Date | 1953-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Employers Mutual Casualty Company)
Sponsor-wide plan assets over time
All Employers Mutual Casualty Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $917M 16.47441810533862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,317 | $787M |
| 2023 | 2 | 4,041 | $872M |
| 2024 | 2 | 4,112 | $917M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.3B · 6,519
- Principal Cash Balance Plan $1.7B · 12,492
- Midamerican Energy Company Retirement Plan $516M · 3,002
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $297M · 1,474
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust $293M · 1,164
Employers Mutual Casualty Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Alaska Airlines, Inc. Retirement Plan for Salaried Employees in WA ($347M); by covered participants it is United States Cold Storage, Inc. Pension Plan in NJ (1,836 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($347M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,835 participants); asset peers above are excluded.
- United States Cold Storage, Inc. Pension Plan (NJ) 1,836 · 1 off
- Curtiss Wright Corporation Retirement Plan (NJ) 1,837 · 2 off
- Bwxt Retirement Plan (VA) 1,837 · 2 off
- North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement (MS) 1,837 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.