Defined Benefit (Pension) · DOL Form 5500 · 2023

American Family Mutual Insurance Company, S.I. Pension Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
11,519
Participants Very large workforce
99th
Percentile by assets National rank
$112,807
Avg per participant Below avg balance/head
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Official DOL plan name: American Family Pension Plan · Sponsored by American Family Mutual Insurance Company, S.I. · Wisconsin · Finance & Insurance

$1.3B in assets, 11,519 participants

American Family Mutual Insurance Company, S.I.'s American Family Pension Plan reported $1.3B in total assets and 11,519 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,690 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

American Family Pension Plan covers 11,519 participants in Wisconsin, 20x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.3B.

#8,690
in Finance & Insurance (8,869 peers)
+8.0%
assets growth YoY
13×
vs typical plan assets (national mean)

American Family Pension Plan's outsized position by total assets

American Family Pension Plan vs every filed plan by assets

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

$1,299,421,607 Top 1% higher than 99% 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

American Family Pension Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Family Pension Plan is a mega filing (11,519 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Family Pension Plan reported net income rose from -$695M in the plan year 2022 filing to $95M in the plan year 2023 filing.
  • American Family Pension Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
  • American Family Pension Plan reported participants rose from 11,381 in the plan year 2022 filing to 11,519 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390273710 · American Family Mutual Insurance Company, S.I. PY 2023 · Defined Benefit (Pension)

American Family Pension Plan · $1.3B · 11,519 · 99th

  • PCT $1.3B
  • EIN 11,519
  • RANK 99th
  • PHOTO Defined Benefit (Pension)
  • IND near Unum Group Pension Plan
  • EOY ind #8690

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 Wisconsin →

American Family Pension Plan in the asset neighbourhood

American Family Pension Plan$1.3BUnum Group Pension Plan$1.3BChildren's Hospital Medical Center Retirement PlanChildren's Hospital Medical …$1.3BIndiana State Council of Carpenters Pension FundIndiana State Council of Car…$1.3BNyseg and Rge Pension Plan$1.3B
End-of-year total assets ($B) among American Family Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.3B
Net Income$95M
Employer EIN390273710
Plan Effective Date1949-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Family Mutual Insurance Company, S.I.)

Sponsor-wide plan assets over time

All American Family Mutual Insurance Company, S.I. plans reported in each filing year

Latest sponsor-wide plan assets
$3.5B 18.340009346582878% vs 2022
2024 filing year
$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.92B $3.46B ▲ +18.5%
Year Plans Participants Total Assets
2022 2 25,094 $2.9B
2023 2 24,796 $3.3B
2024 2 23,752 $3.5B

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

American Family Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 11.522.533.5 Total assets ($B) Participants American Family Pension Plan, Total assets ($B): 1.299421607 · Participants: 11519American Family Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
American Family Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare American Family Pension Plan side-by-side with 3 peers →

Scale composition for American Family Pension Plan

American Family Pension Plan reports $1.3B in end-of-year assets across 11,519 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $112,807 per participant (82% of the national average assets-per-participant) . Net income for plan year 2023 was $95M.

This plan identity (EIN 390273710, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.3B (+5.1%) while covered participants moved from 11,381 to 11,032 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,381 $1.2B Open filing
2023 11,519 $1.3B This page
2024 · index core 11,032 $1.3B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

American Family Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Unum Group Pension Plan in ME ($1.3B); by covered participants it is Raytheon Company Pension Plan for Salaried Employees in CT (11,521 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (11,519 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 American Family Pension Plan assets move in 2023? ▼
American Family Pension Plan grew at a solid clip - up 8.0% during 2023, from $1.2B to $1.3B. Reported net income was $95M.
How have American Family Mutual Insurance Company, S.I. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Family Mutual Insurance Company, S.I.'s sponsor-wide assets grew 18.3%, from $2.9B to $3.5B.
Where does American Family Pension Plan rank by assets among Form 5500 filers? ▼
American Family Pension Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to American Family Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Unum Group Pension Plan in ME ($1.3B, 3,140 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Family Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Raytheon Company Pension Plan for Salaried Employees in CT (11,521 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 390273710.

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.