Defined Benefit (Pension) · DOL Form 5500 · 2024

Mdwest One, P.C. Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
148
Participants Small participant base
73rd
Percentile by assets National rank
$156,029
Avg per participant Above avg balance/head
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Official DOL plan name: Mdwest One, P.C. Cash Balance Pension Plan · Sponsored by Mdwest One, P.C. · Nebraska · Healthcare & Social Assistance

$23M in assets, 148 participants

Mdwest One, P.C.'s Mdwest One, P.C. Cash Balance Pension Plan reported $23M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,037 in Healthcare & Social Assistance (16,916 peers)

Coverage in Nebraska

Mdwest One, P.C. Cash Balance Pension Plan covers 148 participants in Nebraska, about 27% of the average Nebraska filer (state average ~552 per filing). Assets: $23M.

#13,037
in Healthcare & Social Assistance (16,916 peers)
+6.9%
assets growth YoY

Mdwest One, P.C. Cash Balance Pension Plan's outsized position by total assets

Mdwest One, P.C. Cash Balance Pension Plan vs every filed plan by assets

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

$23,092,324 Top 27% higher than 73% 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

Mdwest One, P.C. Cash Balance 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. Mdwest One, P.C. Cash Balance Pension Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mdwest One, P.C. Cash Balance Pension Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Mdwest One, P.C. Cash Balance Pension Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Mdwest One, P.C. Cash Balance Pension Plan reported participants fell from 158 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 470619405 · Mdwest One, P.C. PY 2024 · Defined Benefit (Pension)

Mdwest One, P.C. Cash Balance Pension Plan · $23M · 148 · 73rd

  • ASSETS $23M
  • ASSETS 148
  • ASSETS 73rd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Anaren Microwave, Inc. Pension Plan
  • ASSETS ind #13037

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 Healthcare & Social Assistance retirement plans → · Plans in Nebraska →

Mdwest One, P.C. Cash Balance Pension Plan in the asset neighbourhood

The Monarch Cement Company Retirement Plan for Production Employees - Humboldt PlantThe Monarch Cement Company R…$23MAnaren Microwave, Inc. Pension PlanAnaren Microwave, Inc. Pensi…$23MMdwest One, P.C. Cash Balance Pension PlanMdwest One, P.C. Cash Balanc…$23MRetirement Plan for Corning Natural Gas CorporationRetirement Plan for Corning …$23MCofcu Cash Balance Defined Benefit Plan and TrustCofcu Cash Balance Defined B…$23M
End-of-year total assets ($M) among Mdwest One, P.C. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN470619405
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mdwest One, P.C.)

Sponsor-wide plan assets over time

All Mdwest One, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 42.837709865709215% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.2M $90.3M ▲ +42.8%
Year Plans Participants Total Assets
2022 2 353 $63M
2023 2 362 $79M
2024 2 368 $90M

Nearby Defined Benefit (Pension) Plans in Nebraska

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

Mdwest One, P.C. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Mdwest One, P.C. Cash Balance Pension Plan, Total assets ($B): 0.023092324 · Participants: 148Mdwest One, P.C. Cash Balance Pension PlanBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 5.15539935 · Participants: 9020Berkshire Hathaway Consolidated Pension PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.052923429 · Participants: 3382Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesMutual of Omaha Retirement Income Plan, Total assets ($B): 0.960447908 · Participants: 415Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.827522361 · Participants: 257Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.379187928 · Participants: 1105The Restated Ag Processing Inc Retirement Plan
Mdwest One, P.C. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Mdwest One, P.C. Cash Balance Pension Plan side-by-side with 3 peers →

Mdwest One, P.C. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Anaren Microwave, Inc. Pension Plan in NY ($23M); by covered participants it is Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC in GA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Mdwest One, P.C. Cash Balance Pension Plan assets move in 2024? ▼
Mdwest One, P.C. Cash Balance Pension Plan grew at a solid clip - up 6.9% during 2024, from $22M to $23M. Reported net income was $1M.
How have Mdwest One, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mdwest One, P.C.'s sponsor-wide assets grew 42.8%, from $63M to $90M.
Which Defined Benefit (Pension) plans are similar in size to Mdwest One, P.C. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Anaren Microwave, Inc. Pension Plan in NY ($23M, 35 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mdwest One, P.C. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC in GA (148 participants, $52M 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 470619405.

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.