401(k) · DOL Form 5500 · 2024
United Fire & Casualty Company 401(k) Plan
Data updated 2026-08-25
- $150M
- Total assets Near avg plan size
- 854
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $175,759
- Avg per participant Above avg balance/head
Official DOL plan name: United Fire Group 401(k) Plan · Sponsored by United Fire & Casualty Company · Iowa · Finance & Insurance
$150M in assets, 854 participants
United Fire & Casualty Company's United Fire Group 401(k) Plan reported $150M in total assets and 854 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,597 in Finance & Insurance (8,549 peers)
Where United Fire Group 401(k) Plan sits by assets
United Fire Group 401(k) Plan sits in the top 10% of all filed plans by assets, $150M for 854 participants (~$175,759/participant), down 0.7% in 2024.
- #7,597
- in Finance & Insurance (8,549 peers)
- -0.7%
- assets change YoY
- 1.5×
- 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.
United Fire Group 401(k) Plan's outsized position by total assets
United Fire Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$150,098,435 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
United Fire Group 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Fire Group 401(k) Plan sits mid-pack in the medium band (854 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Fire Group 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- United Fire Group 401(k) Plan reported participants fell from 1,096 in the plan year 2023 filing to 854 in the plan year 2024 filing.
- United Fire Group 401(k) Plan end-of-year assets fell from $151M in the plan year 2023 filing to $150M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 420644327 · United Fire & Casualty Company PY 2024 · 401(k)
United Fire Group 401(k) Plan · $150M · 854 · 93rd
- PART $150M
- TYPE 854
- NET 93rd
- BOOK 401(k)
- VS-ST near Iap World Services Retirement Savings Plan
- BOY ind #7597
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 →
United Fire Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | -$1M |
| Employer EIN | 420644327 |
| Plan Effective Date | 1989-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Fire & Casualty Company)
Sponsor-wide plan assets over time
All United Fire & Casualty Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $391M 5.3227911057036374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,912 | $372M |
| 2023 | 2 | 1,819 | $415M |
| 2024 | 2 | 1,490 | $391M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
United Fire Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Iap World Services Retirement Savings Plan in FL ($150M); by covered participants it is Intersystems Corporation 401(k) Profit Sharing Retirement Plan in MA (854 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150M here).
- Iap World Services Retirement Savings Plan (FL) $150M · 1,269
- Schnucks Pay Deferral Plan-30 (MO) $150M · 7,877
- Community Health Services of Georgia Profit Sharing Plan (GA) $150M · 5,610
- Api Group, Inc. Safe Harbor 401(k) & Profit Sharing Plan (MN) $150M · 3,421
Similar participant headcount
Nearest other-state filings by covered participants (854 participants); asset peers above are excluded.
- Intersystems Corporation 401(k) Profit Sharing Retirement Plan (MA) 854 · 0 off
- Golftec 401(k) Plan (CO) 854 · 0 off
- The Paper Store 401(k) Plan (MA) 854 · 0 off
- Coffman Engineers, Inc. Salary Deferral Profit Sharing Plan and Trust (WA) 854 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.