Defined Benefit (Pension) · DOL Form 5500 · 2023

Western Iowa Mutual Insurance Association Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$872,902
Avg per participant High balance/head
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Official DOL plan name: Western Iowa Mutual Insurance Association Pension Trust · Sponsored by Western Iowa Mutual Insurance Association · Iowa · Finance & Insurance

$2M in assets, 2 participants

Western Iowa Mutual Insurance Association's Western Iowa Mutual Insurance Association Pension Trust reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,735 in Finance & Insurance (8,869 peers)

2023 asset change

Western Iowa Mutual Insurance Association Pension Trust grew at a solid clip 11.1% in 2023 ($2M → $2M) for 2 participants.

#1,735
in Finance & Insurance (8,869 peers)
+11.1%
assets growth YoY

Western Iowa Mutual Insurance Association Pension Trust among the smaller filed plans by assets

Western Iowa Mutual Insurance Association Pension Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,745,804 29th percentile higher than 29% of 127,068 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 2023

Western Iowa Mutual Insurance Association Pension Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Iowa Mutual Insurance Association Pension Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Iowa Mutual Insurance Association Pension Trust reported net income rose from -$25K in the plan year 2022 filing to $174K in the plan year 2023 filing.
  • Western Iowa Mutual Insurance Association Pension Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420474440 · Western Iowa Mutual Insurance Association PY 2023 · Defined Benefit (Pension)

Western Iowa Mutual Insurance Association Pension Trust · $2M · 2 · 29th

  • 5500 $2M
  • ASSETS 2
  • PCT 29th
  • EIN Defined Benefit (Pension)
  • RANK near Sb Advisors, LLC Defined Benefit Plan
  • PHOTO ind #1735

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 →

Western Iowa Mutual Insurance Association Pension Trust in the asset neighbourhood

Western Iowa Mutual Insurance Association Pension TrustWestern Iowa Mutual Insuranc…$2MSb Advisors, LLC Defined Benefit PlanSb Advisors, LLC Defined Ben…$2MTranstar Intermodal, Inc. Cash Balance PlanTranstar Intermodal, Inc. Ca…$2MSpace Age Fuel, Inc. Cash Balance PlanSpace Age Fuel, Inc. Cash Ba…$2MCobble Hill Anesthesia, PLLC Cash Balance PlanCobble Hill Anesthesia, PLLC…$2M
End-of-year total assets ($M) among Western Iowa Mutual Insurance Association Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Western Iowa Mutual Insurance Association years around the 2023 move

Sponsor-wide plan assets over time

All Western Iowa Mutual Insurance Association plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.57M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$174K
Employer EIN420474440
Plan Effective Date1976-12-15
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Iowa

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

Western Iowa Mutual Insurance Association Pension Trust vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Western Iowa Mutual Insurance Association Pension Trust, Total assets ($B): 0.001745804 · Participants: 2Western Iowa Mutual Insurance Association Pension TrustTransamerica Pension Plan, Total assets ($B): 2.323730661 · Participants: 6519Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.699129128 · Participants: 12492Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.515952654 · Participants: 3002Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.346674752 · Participants: 1835Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.297274074 · Participants: 1474Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Western Iowa Mutual Insurance Association Pension Trust vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Western Iowa Mutual Insurance Association Pension Trust side-by-side with 3 peers →

Western Iowa Mutual Insurance Association Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Sb Advisors, LLC Defined Benefit Plan in CA ($2M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Iowa Mutual Insurance Association Pension Trust assets move in 2023? ▼
Western Iowa Mutual Insurance Association Pension Trust grew at a solid clip - up 11.1% during 2023, from $2M to $2M. Reported net income was $174K.
Which Defined Benefit (Pension) plans are similar in size to Western Iowa Mutual Insurance Association Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sb Advisors, LLC Defined Benefit Plan in CA ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Western Iowa Mutual Insurance Association Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420474440.

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.