Defined Benefit (Pension) · DOL Form 5500 · 2024

Emc National Life Company Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
67
Participants Small participant base
59th
Percentile by assets National rank
$173,565
Avg per participant Above avg balance/head
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Official DOL plan name: Emc National Life Company Employees Cash Balance Plan · Sponsored by Emc National Life Company · Iowa · Finance & Insurance

$12M in assets, 67 participants

Emc National Life Company's Emc National Life Company Employees Cash Balance Plan reported $12M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,670 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Emc National Life Company Employees Cash Balance Plan holds $12M for 67 participants - about $173,565 per participant, above the median plan by assets.

#3,670
in Finance & Insurance (8,549 peers)
+2.0%
assets growth YoY

Emc National Life Company Employees Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

Emc National Life Company Employees Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,628,875 Top 41% higher than 59% of 123,620 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 2024

Emc National Life Company Employees Cash Balance Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emc National Life Company Employees Cash Balance Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Emc National Life Company Employees Cash Balance Plan reported net income fell from $639K in the plan year 2023 filing to $228K in the plan year 2024 filing.
  • Emc National Life Company Employees Cash Balance Plan reported participants rose from 63 in the plan year 2023 filing to 67 in the plan year 2024 filing.
  • Emc National Life Company Employees Cash Balance Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 420868851 · Emc National Life Company PY 2024 · Defined Benefit (Pension)

Emc National Life Company Employees Cash Balance Plan · $12M · 67 · 59th

  • EIN $12M
  • RANK 67
  • PHOTO 59th
  • IND Defined Benefit (Pension)
  • EOY near Discovery Energy Pension Plan
  • 5500 ind #3670

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 →

Emc National Life Company Employees Cash Balance Plan in the asset neighbourhood

The Mario Badescu Skin Care, Inc. Variable Cash Balance PlanThe Mario Badescu Skin Care,…$12MEmc National Life Company Employees Cash Balance PlanEmc National Life Company Em…$12MDiscovery Energy Pension Plan$12MButcher and Provision Workers Pension Fund of Southern CaliforniaButcher and Provision Worker…$12MUsw Career Pension Plan for Appendix a Usw-Represented EmployeesUsw Career Pension Plan for …$12M
End-of-year total assets ($M) among Emc National Life Company Employees Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$228K
Employer EIN420868851
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emc National Life Company)

Sponsor-wide plan assets over time

All Emc National Life Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.059309578242647% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M 202220232024 $10.8M $11.6M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 71 $11M
2023 1 63 $11M
2024 1 67 $12M

Nearby Defined Benefit (Pension) Plans in Iowa

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

Emc National Life Company Employees Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Emc National Life Company Employees Cash Balance Plan, Total assets ($B): 0.011628875 · Participants: 67Emc National Life Company Employees Cash Balance PlanTransamerica Pension Plan, Total assets ($B): 2.198965485 · Participants: 7170Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.466387124 · Participants: 11945Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.521334295 · Participants: 2805Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.361826911 · Participants: 1908Employers Mutual Casualty Company Retirement PlanPension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust, Total assets ($B): 0.330986539 · Participants: 1233Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust
Emc National Life Company Employees Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Emc National Life Company Employees Cash Balance Plan side-by-side with 3 peers →

Emc National Life Company Employees Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Discovery Energy Pension Plan in WI ($12M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Emc National Life Company Employees Cash Balance Plan assets move in 2024? ▼
Emc National Life Company Employees Cash Balance Plan edged up modestly - up 2.0% during 2024, from $11M to $12M. Reported net income was $228K.
How have Emc National Life Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emc National Life Company's sponsor-wide assets grew 8.1%, from $11M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Emc National Life Company Employees Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Discovery Energy Pension Plan in WI ($12M, 1,916 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Emc National Life Company Employees Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (67 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420868851.

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.