401(k) · DOL Form 5500 · 2024

Midwest Family Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
141
Participants Small participant base
69th
Percentile by assets National rank
$135,291
Avg per participant Near avg balance/head
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Official DOL plan name: Midwest Family Mutual Insurance Company 401(k) Plan · Sponsored by Midwest Family Mutual Insurance Company · Iowa · Finance & Insurance

$19M in assets, 141 participants

Midwest Family Mutual Insurance Company's Midwest Family Mutual Insurance Company 401(k) Plan reported $19M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,624 in Finance & Insurance (8,549 peers)

Coverage in Iowa

Midwest Family Mutual Insurance Company 401(k) Plan covers 141 participants in Iowa, about 23% of the average Iowa filer (state average ~609 per filing). Assets: $19M.

#4,624
in Finance & Insurance (8,549 peers)
+12.3%
assets growth YoY

Midwest Family Mutual Insurance Company 401(k) Plan's outsized position by total assets

Midwest Family Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$19,076,017 Top 31% higher than 69% 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

Midwest Family Mutual Insurance Company 401(k) 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. Midwest Family Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Midwest Family Mutual Insurance Company 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Midwest Family Mutual Insurance Company 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Midwest Family Mutual Insurance Company 401(k) Plan reported participants rose from 130 in the plan year 2023 filing to 141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410417260 · Midwest Family Mutual Insurance Company PY 2024 · 401(k)

Midwest Family Mutual Insurance Company 401(k) Plan · $19M · 141 · 69th

  • EOY $19M
  • 5500 141
  • ASSETS 69th
  • PCT 401(k)
  • EIN near Intercap Lending 401(k) Retirement Plan
  • RANK ind #4624

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 →

Midwest Family Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Midwest Family Mutual Insurance Company 401(k) PlanMidwest Family Mutual Insura…$19MIntercap Lending 401(k) Retirement PlanIntercap Lending 401(k) Reti…$19MRutan & Tucker, LLP 401(k) PlanRutan & Tucker, LLP 401(k) P…$19MLeadcar 401(k) Plan$19MThe Elizabeth Hospice 401(k) PlanThe Elizabeth Hospice 401(k)…$19M
End-of-year total assets ($M) among Midwest Family Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN410417260
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwest Family Mutual Insurance Company)

Sponsor-wide plan assets over time

All Midwest Family Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$39M 15.117267619553878% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $34M $39.1M ▲ +15.1%
Year Plans Participants Total Assets
2022 2 221 $34M
2023 2 228 $37M
2024 2 248 $39M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Midwest Family Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Midwest Family Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.019076017 · Participants: 141Midwest Family Mutual Insurance Company 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Midwest Family Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Midwest Family Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Midwest Family Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Intercap Lending 401(k) Retirement Plan in UT ($19M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.

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 Midwest Family Mutual Insurance Company 401(k) Plan assets move in 2024? ▼
Midwest Family Mutual Insurance Company 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $17M to $19M. Reported net income was $2M.
How have Midwest Family Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest Family Mutual Insurance Company's sponsor-wide assets grew 15.1%, from $34M to $39M.
Which 401(k) plans are similar in size to Midwest Family Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intercap Lending 401(k) Retirement Plan in UT ($19M, 336 participants).
Which 401(k) plans cover a similar participant headcount to Midwest Family Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410417260.

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.