401(k) · DOL Form 5500 · 2024
Physicans Mutual Insurance Company Physicians Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $269M
- Total assets Near avg plan size
- 1,009
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $266,113
- Avg per participant High balance/head
Official DOL plan name: Physicians Mutual Defined Contribution Retirement Plan and Trust · Sponsored by Physicans Mutual Insurance Company Physicians Life Insurance Company · Nebraska · Finance & Insurance
$269M in assets, 1,009 participants
Physicans Mutual Insurance Company Physicians Life Insurance Company's Physicians Mutual Defined Contribution Retirement Plan and Trust reported $269M in total assets and 1,009 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.
- #7,903 in Finance & Insurance (8,549 peers)
Where Physicians Mutual Defined Contribution Retirement Plan and Trust sits by assets
Physicians Mutual Defined Contribution Retirement Plan and Trust sits in the top 5% of all filed plans by assets, $269M for 1,009 participants (~$266,113/participant), up 10.0% in 2024.
- #7,903
- in Finance & Insurance (8,549 peers)
- +10.0%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Physicians Mutual Defined Contribution Retirement Plan and Trust's outsized position by total assets
Physicians Mutual Defined Contribution Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$268,507,553 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
Physicians Mutual Defined Contribution Retirement Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Physicians Mutual Defined Contribution Retirement Plan and Trust lands in the large band (1,009 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Physicians Mutual Defined Contribution Retirement Plan and Trust reported net income fell from $30M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Physicians Mutual Defined Contribution Retirement Plan and Trust end-of-year assets rose from $244M in the plan year 2023 filing to $269M in the plan year 2024 filing.
- Physicians Mutual Defined Contribution Retirement Plan and Trust reported participants rose from 981 in the plan year 2023 filing to 1,009 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 470270450 · Physicans Mutual Insurance Company Physicians Life Insurance Company PY 2024 · 401(k)
Physicians Mutual Defined Contribution Retirement Plan and Trust · $269M · 1,009 · 95th
- SCH $269M
- EBSA 1,009
- PART 95th
- TYPE 401(k)
- NET near Metals Technologies LLC Savings Plan
- BOOK ind #7903
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 Nebraska →
Physicians Mutual Defined Contribution Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $244M |
|---|---|
| Net Assets (End of Year) | $269M |
| Net Income | $24M |
| Employer EIN | 470270450 |
| Plan Effective Date | 1984-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Physicans Mutual Insurance Company Physicians Life Insurance Company)
Sponsor-wide plan assets over time
All Physicans Mutual Insurance Company Physicians Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $296M 21.77894801397627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 982 | $243M |
| 2023 | 2 | 995 | $272M |
| 2024 | 2 | 1,017 | $296M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
- Union Pacific Corporation Thrift Plan $2.3B · 5,350
- First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950
Physicians Mutual Defined Contribution Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Metals Technologies LLC Savings Plan in GA ($269M); by covered participants it is Ovintiv U.S. Retirement Plan in CO (1,009 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($269M here).
- Metals Technologies LLC Savings Plan (GA) $269M · 976
- Royomartin Retirement Plan (LA) $269M · 1,294
- Cha Consulting, Inc. Retirement Investment Plan (NY) $268M · 1,715
- Thompson Tractor Co., Inc. Profit Sharing Plan and Trust Agreement (AL) $269M · 1,669
Similar participant headcount
Nearest other-state filings by covered participants (1,009 participants); asset peers above are excluded.
- Ovintiv U.S. Retirement Plan (CO) 1,009 · 0 off
- Akebono Brake Corporation Retirement Savings Plan (MI) 1,009 · 0 off
- Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan (IN) 1,009 · 0 off
- Eskaton 401(k) Plan (CA) 1,009 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.