Defined Benefit (Pension) · DOL Form 5500 · 2024
United Fire & Casualty Co Pension Plan
Data updated 2026-08-25
- $241M
- Total assets Near avg plan size
- 636
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $379,216
- Avg per participant High balance/head
Official DOL plan name: United Pension Plan · Sponsored by United Fire & Casualty Co · Iowa · Finance & Insurance
$241M in assets, 636 participants
United Fire & Casualty Co's United Pension Plan reported $241M in total assets and 636 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,858 in Finance & Insurance (8,549 peers)
Where United Pension Plan sits by assets
United Pension Plan sits in the top 5% of all filed plans by assets, $241M for 636 participants (~$379,216/participant), down 8.6% in 2024.
- #7,858
- in Finance & Insurance (8,549 peers)
- -8.6%
- assets change YoY
- 2.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Pension Plan's outsized position by total assets
United Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$241,181,572 Top 5% higher than 95% 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 Pension 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 Pension Plan sits mid-pack in the medium band (636 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Pension Plan reported net income fell from $34M in the plan year 2023 filing to -$23M in the plan year 2024 filing.
- United Pension Plan reported participants fell from 723 in the plan year 2023 filing to 636 in the plan year 2024 filing.
- United Pension Plan end-of-year assets fell from $264M in the plan year 2023 filing to $241M in the plan year 2024 filing.
DOL schedule card
Filing strip 420644327 · United Fire & Casualty Co PY 2024 · Defined Benefit (Pension)
United Pension Plan · $241M · 636 · 95th
- EOY $241M
- 5500 636
- ASSETS 95th
- PCT Defined Benefit (Pension)
- EIN near Retirement Plan of Marathon Oil Company
- RANK ind #7858
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 Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $264M |
|---|---|
| Net Assets (End of Year) | $241M |
| Net Income | -$23M |
| Employer EIN | 420644327 |
| Plan Effective Date | 1966-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Fire & Casualty Co)
Sponsor-wide plan assets over time
All United Fire & Casualty Co 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 Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.2B · 7,170
- Principal Cash Balance Plan $1.5B · 11,945
- Midamerican Energy Company Retirement Plan $521M · 2,805
- Employers Mutual Casualty Company Retirement Plan $362M · 1,908
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust $331M · 1,233
United Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Marathon Oil Company in TX ($241M); by covered participants it is Sanoh America, Inc. Pension Plan for Hourly Employees in OH (637 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($241M here).
- Retirement Plan of Marathon Oil Company (TX) $241M · 1,273
- Alaska Airlines, Inc., Retirement Plan for Clerical Office & Psgr Service Employees (WA) $241M · 757
- Nevada Resort Association Iatse Local 720 Retirement Plan (NV) $242M · 4,388
- Massachusetts Teachers Association Retirement Plan (MA) $242M · 153
Similar participant headcount
Nearest other-state filings by covered participants (636 participants); asset peers above are excluded.
- Sanoh America, Inc. Pension Plan for Hourly Employees (OH) 637 · 1 off
- Cleveland-Cliffs Hibbing Management Pension Plan (IL) 638 · 2 off
- Schnucks Outstate Pension Plan (MO) 634 · 2 off
- Parker Health Group Inc. Pension Plan (NJ) 639 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.