Defined Benefit (Pension) · DOL Form 5500 · 2023

Physicians Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
14
Participants Small participant base
78th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Physicians Mutual Insurance Company Pension and Benefit Plan · Sponsored by Physicians Mutual Insurance Company · Nebraska · Finance & Insurance

$28M in assets, 14 participants

Physicians Mutual Insurance Company's Physicians Mutual Insurance Company Pension and Benefit Plan reported $28M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,903 in Finance & Insurance (8,869 peers)

Where Physicians Mutual Insurance Company Pension and Benefit Plan sits by assets

Physicians Mutual Insurance Company Pension and Benefit Plan sits in the top quartile of all filed plans by assets, $28M for 14 participants (~$2.0M/participant), down 2.5% in 2023.

#5,903
in Finance & Insurance (8,869 peers)
-2.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $716K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Physicians Mutual Insurance Company Pension and Benefit Plan's outsized position by total assets

Physicians Mutual Insurance Company Pension and Benefit Plan vs every filed plan by assets

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

$27,757,221 Top 22% higher than 78% 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

Physicians Mutual Insurance Company Pension and Benefit Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Physicians Mutual Insurance Company Pension and Benefit Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Physicians Mutual Insurance Company Pension and Benefit Plan reported net income rose from -$6M in the plan year 2022 filing to -$716K in the plan year 2023 filing.
  • Physicians Mutual Insurance Company Pension and Benefit Plan reported participants fell from 18 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Physicians Mutual Insurance Company Pension and Benefit Plan end-of-year assets fell from $28M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470270450 · Physicians Mutual Insurance Company PY 2023 · Defined Benefit (Pension)

Physicians Mutual Insurance Company Pension and Benefit Plan · $28M · 14 · 78th

  • ASSETS $28M
  • PCT 14
  • EIN 78th
  • RANK Defined Benefit (Pension)
  • PHOTO near Local 917 Pension Fund
  • IND ind #5903

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 Nebraska →

Physicians Mutual Insurance Company Pension and Benefit Plan in the asset neighbourhood

Employees' Retirement Plan of Gaylord Hospital, Inc.Employees' Retirement Plan o…$28MPhysicians Mutual Insurance Company Pension and Benefit PlanPhysicians Mutual Insurance …$28MLocal 917 Pension Fund$28MEmployees' Retirement Plan of Centrus Energy Corp.Employees' Retirement Plan o…$28MVermont Electric Power Company Pension PlanVermont Electric Power Compa…$28M
End-of-year total assets ($M) among Physicians Mutual Insurance Company Pension and Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$28M
Net Income-$716K
Employer EIN470270450
Plan Effective Date2018-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Physicians Mutual Insurance Company)

Sponsor-wide plan assets over time

All Physicians Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$296M 21.77894801397627% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $243M $296M ▲ +21.8%
Year Plans Participants Total Assets
2022 2 982 $243M
2023 2 995 $272M
2024 2 1,017 $296M

Nearby Defined Benefit (Pension) Plans in Nebraska

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

Physicians Mutual Insurance Company Pension and Benefit Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Physicians Mutual Insurance Company Pension and Benefit Plan, Total assets ($B): 0.027757221 · Participants: 14Physicians Mutual Insurance Company Pension and Benefit 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
Physicians Mutual Insurance Company Pension and Benefit Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Physicians Mutual Insurance Company Pension and Benefit Plan side-by-side with 3 peers →

Physicians Mutual Insurance Company Pension and Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Local 917 Pension Fund in NY ($28M); by covered participants it is Pottsville Republican Inc. Pension Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Physicians Mutual Insurance Company Pension and Benefit Plan assets move in 2023? ▼
Physicians Mutual Insurance Company Pension and Benefit Plan edged down modestly - down 2.5% during 2023, from $28M to $28M. Reported net income was -$716K.
How have Physicians Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Physicians Mutual Insurance Company's sponsor-wide assets grew 21.8%, from $243M to $296M.
Where does Physicians Mutual Insurance Company Pension and Benefit Plan rank by assets among Form 5500 filers? ▼
Physicians Mutual Insurance Company Pension and Benefit Plan ranks in the 78th 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 Physicians Mutual Insurance Company Pension and Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 917 Pension Fund in NY ($28M, 145 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Physicians Mutual Insurance Company Pension and Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pottsville Republican Inc. Pension Plan in PA (14 participants, N/A 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 470270450.

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.