Defined Benefit (Pension) · DOL Form 5500 · 2024
Woodmen of the World Insurance Society Pension Plan
Data updated 2026-08-25
- $828M
- Total assets Above avg plan size
- 257
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $3.2M
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees and Representatives of Woodmenlife · Sponsored by Woodmen of the World Insurance Society · Nebraska · Finance & Insurance
$828M in assets, 257 participants
Woodmen of the World Insurance Society's Retirement Plan for Employees and Representatives of Woodmenlife reported $828M in total assets and 257 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,262 in Finance & Insurance (8,549 peers)
Coverage in Nebraska
Retirement Plan for Employees and Representatives of Woodmenlife covers 257 participants in Nebraska, about 47% of the average Nebraska filer (state average ~552 per filing). Assets: $828M.
- #8,262
- in Finance & Insurance (8,549 peers)
- +7.1%
- assets growth YoY
- 8.3×
- vs typical plan assets (national mean)
Retirement Plan for Employees and Representatives of Woodmenlife's outsized position by total assets
Retirement Plan for Employees and Representatives of Woodmenlife vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$827,522,361 Top 2% higher than 98% 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
Retirement Plan for Employees and Representatives of Woodmenlife 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. Retirement Plan for Employees and Representatives of Woodmenlife sits mid-pack in the medium band (257 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees and Representatives of Woodmenlife reported participants fell from 279 in the plan year 2023 filing to 257 in the plan year 2024 filing.
- Retirement Plan for Employees and Representatives of Woodmenlife end-of-year assets rose from $772M in the plan year 2023 filing to $828M in the plan year 2024 filing.
- Retirement Plan for Employees and Representatives of Woodmenlife reported net income rose from $54M in the plan year 2023 filing to $55M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 470339250 · Woodmen of the World Insurance Society PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees and Representatives of Woodmenlife · $828M · 257 · 98th
- EBSA $828M
- EBSA 257
- EBSA 98th
- EBSA Defined Benefit (Pension)
- EBSA near Jm Family Associates' Retirement Plan
- EBSA ind #8262
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 →
Retirement Plan for Employees and Representatives of Woodmenlife in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $772M |
|---|---|
| Net Assets (End of Year) | $828M |
| Net Income | $55M |
| Employer EIN | 470339250 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodmen of the World Insurance Society)
Sponsor-wide plan assets over time
All Woodmen of the World Insurance Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $988M 19.03037372404296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,580 | $830M |
| 2023 | 2 | 1,604 | $911M |
| 2024 | 2 | 1,712 | $988M |
Nearby Defined Benefit (Pension) Plans in Nebraska
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Berkshire Hathaway Consolidated Pension Plan $5.2B · 9,020
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.1B · 3,382
- Mutual of Omaha Retirement Income Plan $960M · 415
- The Restated Ag Processing Inc Retirement Plan $379M · 1,105
- Omaha Construction Industry Pension Plan $356M · 1,402
Retirement Plan for Employees and Representatives of Woodmenlife's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Jm Family Associates' Retirement Plan in FL ($828M); by covered participants it is Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement Plan in SC (257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($828M here).
- Jm Family Associates' Retirement Plan (FL) $828M · 3,992
- Retirement Plan for Employees of Puget Sound Energy, Inc. (WA) $830M · 1,858
- Division 1181 Atu - Ny Employees Pension Fund and Plan (NY) $825M · 6,025
- Jones Day Qualified Defined Benefit Plan (OH) $831M · 949
Similar participant headcount
Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.
- Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement Plan (SC) 257 · 0 off
- Ironworkers 340 Retirement Plan (IL) 257 · 0 off
- Amcor Rigid Packaging Pension Plan (MI) 257 · 0 off
- U. a. Local No. 159 Defined Benefit Plan (CA) 257 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.