Defined Benefit (Pension) · DOL Form 5500 · 2024
American Family Mutual Insurance Company, S.I. Pension Plan
Data updated 2026-08-06
- $1.3B
- Total assets
- 11,032
- Participants
- 99th
- Percentile by assets
- $114,622
- Avg per participant
Official DOL plan name: American Family Pension Plan · Sponsored by American Family Mutual Insurance Company, S.I. · Wisconsin · Finance & Insurance
$1.3B in assets, 11,032 participants
American Family Mutual Insurance Company, S.I.'s American Family Pension Plan reported $1.3B in total assets and 11,032 participants in its 2024 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.
- 99th percentile by assets (of 116,472 plans)
- #8,044 in Finance & Insurance (8,240 peers)
Coverage in Wisconsin
American Family Pension Plan covers 11,032 participants in Wisconsin, 20x the typical Wisconsin plan (state average ~565 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2024 EOY)
- 11,032
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $114,622
- avg assets per participant
The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Family Pension Plan reported net income fell from $95M in the plan year 2023 filing to -$46M in the plan year 2024 filing.
- American Family Pension Plan reported participants fell from 11,519 in the plan year 2023 filing to 11,032 in the plan year 2024 filing.
- American Family Pension Plan end-of-year assets fell from $1.3B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. American Family Pension Plan reports 11,032 participants - 20x that state average ($1.3B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$46M |
| Employer EIN | 390273710 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Family Mutual Insurance Company, S.I.)
| 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
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Scale composition for American Family Pension Plan
American Family Pension Plan reports $1.3B in end-of-year assets across 11,032 participants (0.011% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.012% of 89,805,449 covered participants) - about $114,622 per participant (84% of the national average assets-per-participant) . Net income for plan year 2024 was -$46M.
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 | Open filing |
| 2024 · index core | 11,032 | $1.3B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- American Family 401(k) Plan (401(k), $2.2B, 12,720 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to American Family Pension Plan by total assets, not by location.
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan (MD) $1.3B · 2,018
- Martin Marietta Pension Plan (NC) $1.3B · 8,664
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan (OR) $1.3B · 3,464
- Wa State Plumbing and Pipefitting Industry Pension Plan (WA) $1.3B · 5,058
Frequently Asked Questions
How did American Family Pension Plan assets move in 2024? ▼
How have American Family Mutual Insurance Company, S.I. plan assets changed over time? ▼
Where does American Family Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to American Family Pension Plan? ▼
Next read for American Family Pension Plan
Filing takeaways
Ways to act on American Family Pension Plan's numbers.
- By total assets, American Family Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- American Family Mutual Insurance Company, S.I.'s sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Finance & Insurance plans