Defined Benefit (Pension) · DOL Form 5500 · 2024
Fbl Financial Group, Inc. Pension Plan
Data updated 2026-08-25
- $254M
- Total assets Near avg plan size
- 533
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $475,799
- Avg per participant High balance/head
Official DOL plan name: Fbl Financial Group Retirement Plan · Sponsored by Fbl Financial Group, Inc. · Iowa · Finance & Insurance
$254M in assets, 533 participants
Fbl Financial Group, Inc.'s Fbl Financial Group Retirement Plan reported $254M in total assets and 533 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.
- #7,877 in Finance & Insurance (8,549 peers)
Where Fbl Financial Group Retirement Plan sits by assets
Fbl Financial Group Retirement Plan sits in the top 5% of all filed plans by assets, $254M for 533 participants (~$475,799/participant), down 6.2% in 2024.
- #7,877
- in Finance & Insurance (8,549 peers)
- -6.2%
- assets change YoY
- 2.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fbl Financial Group Retirement Plan's outsized position by total assets
Fbl Financial Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$253,600,654 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
Fbl Financial Group Retirement 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. Fbl Financial Group Retirement Plan sits mid-pack in the medium band (533 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fbl Financial Group Retirement Plan reported net income fell from $9M in the plan year 2023 filing to -$17M in the plan year 2024 filing.
- Fbl Financial Group Retirement Plan reported participants fell from 572 in the plan year 2023 filing to 533 in the plan year 2024 filing.
- Fbl Financial Group Retirement Plan end-of-year assets fell from $270M in the plan year 2023 filing to $254M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 421411715 · Fbl Financial Group, Inc. PY 2024 · Defined Benefit (Pension)
Fbl Financial Group Retirement Plan · $254M · 533 · 95th
- EOY $254M
- 5500 533
- ASSETS 95th
- PCT Defined Benefit (Pension)
- EIN near Henkel of America Retirement Plan
- RANK ind #7877
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 →
Fbl Financial Group Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $270M |
|---|---|
| Net Assets (End of Year) | $254M |
| Net Income | -$17M |
| Employer EIN | 421411715 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fbl Financial Group, Inc.)
Sponsor-wide plan assets over time
All Fbl Financial Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $254M 3.0551616810000475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 666 | $262M |
| 2023 | 1 | 572 | $270M |
| 2024 | 1 | 533 | $254M |
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
Fbl Financial Group Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Henkel of America Retirement Plan in CT ($254M); by covered participants it is Brown-Forman Corporation Hourly Employees Retirement Plan in KY (533 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($254M here).
- Henkel of America Retirement Plan (CT) $254M · 389
- Local 553 Pension Fund (NY) $253M · 324
- IBEW Local No. 117 Pension Fund (IL) $253M · 470
- International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan (MI) $254M · 657
Similar participant headcount
Nearest other-state filings by covered participants (533 participants); asset peers above are excluded.
- Brown-Forman Corporation Hourly Employees Retirement Plan (KY) 533 · 0 off
- Winter Haven Hospital Pension Plan (FL) 533 · 0 off
- Iue-Cwa Pension Plan (NY) 532 · 1 off
- Pension Plan for Employees of Amphenol Corporation (CT) 531 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.