Defined Benefit (Pension) · DOL Form 5500 · 2024

Rural Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
63
Participants Small participant base
83rd
Percentile by assets National rank
$747,809
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Wisconsin Farm Bureau Federation & Affiliates · Sponsored by Rural Mutual Insurance Company · Wisconsin · Finance & Insurance

$47M in assets, 63 participants

Rural Mutual Insurance Company's Pension Plan of Wisconsin Farm Bureau Federation & Affiliates reported $47M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,357 in Finance & Insurance (8,549 peers)

Where Pension Plan of Wisconsin Farm Bureau Federation & Affiliates sits by assets

Pension Plan of Wisconsin Farm Bureau Federation & Affiliates sits in the top quartile of all filed plans by assets, $47M for 63 participants (~$747,809/participant), down 6.8% in 2024.

#6,357
in Finance & Insurance (8,549 peers)
-6.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan of Wisconsin Farm Bureau Federation & Affiliates's outsized position by total assets

Pension Plan of Wisconsin Farm Bureau Federation & Affiliates vs every filed plan by assets

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

$47,111,980 Top 17% higher than 83% 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

Pension Plan of Wisconsin Farm Bureau Federation & Affiliates among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Wisconsin Farm Bureau Federation & Affiliates is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan of Wisconsin Farm Bureau Federation & Affiliates reported net income fell from $2M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Pension Plan of Wisconsin Farm Bureau Federation & Affiliates reported participants fell from 74 in the plan year 2023 filing to 63 in the plan year 2024 filing.
  • Pension Plan of Wisconsin Farm Bureau Federation & Affiliates end-of-year assets fell from $51M in the plan year 2023 filing to $47M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390271985 · Rural Mutual Insurance Company PY 2024 · Defined Benefit (Pension)

Pension Plan of Wisconsin Farm Bureau Federation & Affiliates · $47M · 63 · 83rd

  • PART $47M
  • PART 63
  • PART 83rd
  • PART Defined Benefit (Pension)
  • PART near Sistema Universitario Ana G Mendez Inc Pension Plan
  • PART ind #6357

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 Wisconsin →

Pension Plan of Wisconsin Farm Bureau Federation & Affiliates in the asset neighbourhood

Lumber Employees Local 786 Retirement FundLumber Employees Local 786 R…$47MSistema Universitario Ana G Mendez Inc Pension PlanSistema Universitario Ana G …$47MPension Plan of Wisconsin Farm Bureau Federation & AffiliatesPension Plan of Wisconsin Fa…$47MGlaziers Local Union No 558 Pension FundGlaziers Local Union No 558 …$47MJennie Edmundson Memorial Hospital Employee Retirement PlanJennie Edmundson Memorial Ho…$47M
End-of-year total assets ($M) among Pension Plan of Wisconsin Farm Bureau Federation & Affiliates and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$47M
Net Income-$3M
Employer EIN390271985
Plan Effective Date1968-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rural Mutual Insurance Company)

Sponsor-wide plan assets over time

All Rural Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$47M 3.0768883561599165% vs 2022
2024 filing year
$46M$48M$50M$52M 202220232024 $48.6M $47.1M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 85 $49M
2023 1 74 $51M
2024 1 63 $47M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Pension Plan of Wisconsin Farm Bureau Federation & Affiliates vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Pension Plan of Wisconsin Farm Bureau Federation & Affiliates, Total assets ($B): 0.04711198 · Participants: 63Pension Plan of Wisconsin Farm Bureau Federation & AffiliatesBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Pension Plan of Wisconsin Farm Bureau Federation & Affiliates vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Pension Plan of Wisconsin Farm Bureau Federation & Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Sistema Universitario Ana G Mendez Inc Pension Plan in PR ($47M); by covered participants it is Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees in GA (63 participants). Same-state nearby plans are listed separately above.

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 Pension Plan of Wisconsin Farm Bureau Federation & Affiliates assets move in 2024?
Pension Plan of Wisconsin Farm Bureau Federation & Affiliates pulled back noticeably - down 6.8% during 2024, from $51M to $47M. Reported net income was -$3M.
How have Rural Mutual Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Rural Mutual Insurance Company's sponsor-wide assets declined 3.1%, from $49M to $47M.
Where does Pension Plan of Wisconsin Farm Bureau Federation & Affiliates rank by assets among Form 5500 filers?
Pension Plan of Wisconsin Farm Bureau Federation & Affiliates ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Wisconsin Farm Bureau Federation & Affiliates?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sistema Universitario Ana G Mendez Inc Pension Plan in PR ($47M, 23 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Wisconsin Farm Bureau Federation & Affiliates?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees in GA (63 participants, $24M in assets).