Defined Benefit (Pension) · DOL Form 5500 · 2023

Imt Insurance Company Pension Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
168
Participants Small participant base
85th
Percentile by assets National rank
$288,980
Avg per participant High balance/head
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Official DOL plan name: Imt Insurance Company Retirement Plan · Sponsored by Imt Insurance Company · Iowa · Finance & Insurance

$49M in assets, 168 participants

Imt Insurance Company's Imt Insurance Company Retirement Plan reported $49M in total assets and 168 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.

  • #6,856 in Finance & Insurance (8,869 peers)

Coverage in Iowa

Imt Insurance Company Retirement Plan covers 168 participants in Iowa, about 28% of the average Iowa filer (state average ~609 per filing). Assets: $49M.

#6,856
in Finance & Insurance (8,869 peers)
-2.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Imt Insurance Company Retirement Plan's outsized position by total assets

Imt Insurance Company Retirement Plan vs every filed plan by assets

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

$48,548,595 Top 15% higher than 85% 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

Imt Insurance Company Retirement 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. Imt Insurance Company Retirement Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Imt Insurance Company Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Imt Insurance Company Retirement Plan reported participants fell from 181 in the plan year 2022 filing to 168 in the plan year 2023 filing.
  • Imt Insurance Company Retirement Plan end-of-year assets fell from $50M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420333150 · Imt Insurance Company PY 2023 · Defined Benefit (Pension)

Imt Insurance Company Retirement Plan · $49M · 168 · 85th

  • EBSA $49M
  • PART 168
  • TYPE 85th
  • NET Defined Benefit (Pension)
  • BOOK near Retirement Income Plan for Employees of Sae International
  • VS-ST ind #6856

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 →

Imt Insurance Company Retirement Plan in the asset neighbourhood

Senior Service America, Inc. Staff Pension PlanSenior Service America, Inc.…$49MDade County Federal Credit Union Defined Benefit Plan and TrustDade County Federal Credit U…$49MScholle Corporation Employees' Retirement PlanScholle Corporation Employee…$49MImt Insurance Company Retirement PlanImt Insurance Company Retire…$49MRetirement Income Plan for Employees of Sae InternationalRetirement Income Plan for E…$49M
End-of-year total assets ($M) among Imt Insurance Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$49M
Net Income-$1M
Employer EIN420333150
Plan Effective Date1951-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Imt Insurance Company)

Sponsor-wide plan assets over time

All Imt Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$137M 19.573893829712073% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $115M $137M ▲ +19.6%
Year Plans Participants Total Assets
2022 2 551 $115M
2023 2 545 $122M
2024 2 550 $137M

Nearby Defined Benefit (Pension) Plans in Iowa

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

Imt Insurance Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Imt Insurance Company Retirement Plan, Total assets ($B): 0.048548595 · Participants: 168Imt Insurance Company Retirement PlanTransamerica Pension Plan, Total assets ($B): 2.323730661 · Participants: 6519Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.699129128 · Participants: 12492Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.515952654 · Participants: 3002Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.346674752 · Participants: 1835Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.297274074 · Participants: 1474Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Imt Insurance Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Imt Insurance Company Retirement Plan side-by-side with 3 peers →

Imt Insurance 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 Retirement Income Plan for Employees of Sae International in PA ($49M); by covered participants it is Cash Balance Plan for Partners & Sr. Staff of Stb LLP in NY (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Imt Insurance Company Retirement Plan assets move in 2023? ▼
Imt Insurance Company Retirement Plan edged down modestly - down 2.1% during 2023, from $50M to $49M. Reported net income was -$1M.
How have Imt Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Imt Insurance Company's sponsor-wide assets grew 19.6%, from $115M to $137M.
Where does Imt Insurance Company Retirement Plan rank by assets among Form 5500 filers? ▼
Imt Insurance Company Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Imt Insurance Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Employees of Sae International in PA ($49M, 77 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Imt Insurance Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cash Balance Plan for Partners & Sr. Staff of Stb LLP in NY (168 participants, $170M 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 420333150.

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.