Defined Benefit (Pension) · DOL Form 5500 · 2024

Midwest Family Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
107
Participants Small participant base
70th
Percentile by assets National rank
$187,523
Avg per participant Above avg balance/head
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Official DOL plan name: Midwest Family Mutual Insurance Company Defined Benefit Pension Plan · Sponsored by Midwest Family Mutual Insurance Company · Iowa · Finance & Insurance

$20M in assets, 107 participants

Midwest Family Mutual Insurance Company's Midwest Family Mutual Insurance Company Defined Benefit Pension Plan reported $20M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,739 in Finance & Insurance (8,549 peers)

Coverage in Iowa

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan covers 107 participants in Iowa, about 18% of the average Iowa filer (state average ~609 per filing). Assets: $20M.

#4,739
in Finance & Insurance (8,549 peers)
+0.3%
assets growth YoY

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan's outsized position by total assets

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan vs every filed plan by assets

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

$20,064,943 Top 30% higher than 70% 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 Defined Benefit Pension 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 Defined Benefit Pension Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Midwest Family Mutual Insurance Company Defined Benefit Pension Plan reported net income fell from $639K in the plan year 2023 filing to $57K in the plan year 2024 filing.
  • Midwest Family Mutual Insurance Company Defined Benefit Pension Plan reported participants rose from 98 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410417260 · Midwest Family Mutual Insurance Company PY 2024 · Defined Benefit (Pension)

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan · $20M · 107 · 70th

  • SCH $20M
  • SCH 107
  • SCH 70th
  • SCH Defined Benefit (Pension)
  • SCH near Retirement Plan of the Jewish Federations of North America
  • SCH ind #4739

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 Defined Benefit Pension Plan in the asset neighbourhood

Phh Corporation Pension Plan$20MPension Plan of Fki Industries Inc. for United Steelworkers of AmericaPension Plan of Fki Industri…$20MThe Retirement Plan for Employees of Androscoggin Savings BankThe Retirement Plan for Empl…$20MRetirement Plan of the Jewish Federations of North AmericaRetirement Plan of the Jewis…$20MMidwest Family Mutual Insurance Company Defined Benefit Pension PlanMidwest Family Mutual Insura…$20M
End-of-year total assets ($M) among Midwest Family Mutual Insurance Company Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income$57K
Employer EIN410417260
Plan Effective Date1939-07-01
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 Defined Benefit (Pension) Plans in Iowa

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

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Midwest Family Mutual Insurance Company Defined Benefit Pension Plan, Total assets ($B): 0.020064943 · Participants: 107Midwest Family Mutual Insurance Company Defined Benefit Pension PlanTransamerica Pension Plan, Total assets ($B): 2.198965485 · Participants: 7170Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.466387124 · Participants: 11945Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.521334295 · Participants: 2805Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.361826911 · Participants: 1908Employers Mutual Casualty Company Retirement PlanPension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust, Total assets ($B): 0.330986539 · Participants: 1233Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust
Midwest Family Mutual Insurance Company Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants

Midwest Family Mutual Insurance Company Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Retirement Plan of the Jewish Federations of North America in NY ($20M); by covered participants it is Cement Masons Pension Fund of Local No. 165 in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Defined Benefit Pension Plan assets move in 2024?
Midwest Family Mutual Insurance Company Defined Benefit Pension Plan held essentially flat - up 0.3% during 2024, from $20M to $20M. Reported net income was $57K.
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 Defined Benefit (Pension) plans are similar in size to Midwest Family Mutual Insurance Company Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of the Jewish Federations of North America in NY ($20M, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Midwest Family Mutual Insurance Company Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cement Masons Pension Fund of Local No. 165 in MI (107 participants, $47M in assets).