Defined Benefit (Pension) · DOL Form 5500 · 2024
Employers Mutual Casualty Company Pension Plan
Data updated 2026-08-25
- $362M
- Total assets Above avg plan size
- 1,908
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $189,637
- Avg per participant Above avg balance/head
Official DOL plan name: Employers Mutual Casualty Company Retirement Plan · Sponsored by Employers Mutual Casualty Company · Iowa · Finance & Insurance
$362M in assets, 1,908 participants
Employers Mutual Casualty Company's Employers Mutual Casualty Company Retirement Plan reported $362M in total assets and 1,908 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #8,023 in Finance & Insurance (8,549 peers)
Coverage in Iowa
Employers Mutual Casualty Company Retirement Plan covers 1,908 participants in Iowa, 3.1x the typical Iowa plan (state average ~609 per filing). Assets: $362M.
- #8,023
- in Finance & Insurance (8,549 peers)
- +4.4%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Employers Mutual Casualty Company Retirement Plan's outsized position by total assets
Employers Mutual Casualty Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$361,826,911 Top 4% higher than 96% 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
Employers Mutual Casualty Company Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employers Mutual Casualty Company Retirement Plan lands in the large band (1,908 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employers Mutual Casualty Company Retirement Plan reported net income fell from $26M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Employers Mutual Casualty Company Retirement Plan end-of-year assets rose from $347M in the plan year 2023 filing to $362M in the plan year 2024 filing.
- Employers Mutual Casualty Company Retirement Plan reported participants rose from 1,835 in the plan year 2023 filing to 1,908 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 420234980 · Employers Mutual Casualty Company PY 2024 · Defined Benefit (Pension)
Employers Mutual Casualty Company Retirement Plan · $362M · 1,908 · 96th
- NET $362M
- BOOK 1,908
- VS-ST 96th
- BOY Defined Benefit (Pension)
- SCH near Pafmg Cash Balance Plan II
- EBSA ind #8023
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 →
Employers Mutual Casualty Company Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $347M |
|---|---|
| Net Assets (End of Year) | $362M |
| Net Income | $15M |
| Employer EIN | 420234980 |
| Plan Effective Date | 1953-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Employers Mutual Casualty Company)
Sponsor-wide plan assets over time
All Employers Mutual Casualty Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $917M 16.47441810533862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,317 | $787M |
| 2023 | 2 | 4,041 | $872M |
| 2024 | 2 | 4,112 | $917M |
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
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust $331M · 1,233
- Fbl Financial Group Retirement Plan $254M · 533
Employers Mutual Casualty Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Pafmg Cash Balance Plan II in CA ($362M); by covered participants it is Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity in PA (1,910 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($362M here).
- Pafmg Cash Balance Plan II (CA) $362M · 929
- Flowserve Corporation Pension Plan (TX) $362M · 4,630
- Foot Locker Retirement Plan (NY) $363M · 3,486
- Invista Pension Plan for Certain Grandfathered Employees (KS) $363M · 12
Similar participant headcount
Nearest other-state filings by covered participants (1,908 participants); asset peers above are excluded.
- Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity (PA) 1,910 · 2 off
- Truck Drivers & Helpers Local Union No. 355 Retirement Plan (MD) 1,905 · 3 off
- Msi Pension Plan (IL) 1,913 · 5 off
- Sheet Metal Workers' Local 73 Pension Fund (IL) 1,914 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.