Defined Benefit (Pension) · DOL Form 5500 · 2023

Amana Society Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
35
Participants Small participant base
40th
Percentile by assets National rank
$115,533
Avg per participant Below avg balance/head
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Official DOL plan name: Amana Society Retirement Plan · Sponsored by Amana Society · Iowa · Manufacturing

$4M in assets, 35 participants

Amana Society's Amana Society Retirement Plan reported $4M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,420 in Manufacturing (18,722 peers)

Amana Society multi-year trail

Amana Society's plans moved +15.6% in assets from 2022 to 2024; this filing shows Amana Society Retirement Plan at $4M / 35 participants.

#4,420
in Manufacturing (18,722 peers)
+10.9%
assets growth YoY

Amana Society Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Amana Society Retirement Plan vs every filed plan by assets

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

$4,043,647 40th percentile higher than 40% 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

Amana Society Retirement 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. Amana Society Retirement Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amana Society Retirement Plan reported net income rose from -$180K in the plan year 2022 filing to $397K in the plan year 2023 filing.
  • Amana Society Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Amana Society Retirement Plan reported participants fell from 36 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420112280 · Amana Society PY 2023 · Defined Benefit (Pension)

Amana Society Retirement Plan · $4M · 35 · 40th

  • RANK $4M
  • PHOTO 35
  • IND 40th
  • EOY Defined Benefit (Pension)
  • 5500 near Veerinder S. Anand, Md, Inc. Defined Benefit Pension Plan II
  • ASSETS ind #4420

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 Manufacturing retirement plans → · Plans in Iowa →

Amana Society Retirement Plan in the asset neighbourhood

Amana Society Retirement Plan$4MVeerinder S. Anand, Md, Inc. Defined Benefit Pension Plan IIVeerinder S. Anand, Md, Inc.…$4MHunt Bros., Inc. Retirement PlanHunt Bros., Inc. Retirement …$4MPerry Chemical Cash Balance PlanPerry Chemical Cash Balance …$4MZinshaus, Inc. Defined Benefit Pension PlanZinshaus, Inc. Defined Benef…$4M
End-of-year total assets ($M) among Amana Society Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Amana Society multi-year asset trail

Sponsor-wide plan assets over time

All Amana Society plans reported in each filing year

Latest sponsor-wide plan assets
$16M 15.586772885515336% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.4M $15.5M ▲ +15.6%
Year Plans Participants Total Assets
2022 2 172 $13M
2023 2 178 $17M
2024 1 150 $16M

Amana Society filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$397K
Employer EIN420112280
Plan Effective Date1968-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Iowa

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

Amana Society Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Amana Society Retirement Plan, Total assets ($B): 0.004043647 · Participants: 35Amana Society 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.
Amana Society Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Amana Society Retirement Plan side-by-side with 3 peers →

Amana Society Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Veerinder S. Anand, Md, Inc. Defined Benefit Pension Plan II in CA ($4M); by covered participants it is Pension Plan for Salaried Employees of Timber Products Company & Affiliates in OR (35 participants). Same-state nearby plans are listed separately above.

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 Amana Society Retirement Plan assets move in 2023? ▼
Amana Society Retirement Plan grew at a solid clip - up 10.9% during 2023, from $4M to $4M. Reported net income was $397K.
How have Amana Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amana Society's sponsor-wide assets grew 15.6%, from $13M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Amana Society Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Veerinder S. Anand, Md, Inc. Defined Benefit Pension Plan II in CA ($4M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amana Society Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Salaried Employees of Timber Products Company & Affiliates in OR (35 participants, $22M 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 420112280.

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.