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
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
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.
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
Iowa filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $57K |
| Employer EIN | 410417260 |
| Plan Effective Date | 1939-07-01 |
| Filing Status | FILING 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
| 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.
- Transamerica Pension Plan $2.2B · 7,170
- Principal Cash Balance Plan $1.5B · 11,945
- Midamerican Energy Company Retirement Plan $521M · 2,805
- Employers Mutual Casualty Company Retirement Plan $362M · 1,908
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust $331M · 1,233
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Cement Masons Pension Fund of Local No. 165 (MI) 107 · 0 off
- Weil, Gotshal & Manges Partners' Defined Benefit Plan (NY) 107 · 0 off
- Southwest Airlines Federal Credit Union Pension Plan (TX) 107 · 0 off
- C&s Consolidated Pension Plan (NH) 107 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.