Defined Benefit (Pension) · DOL Form 5500 · 2024

Midwest Agency, LLP Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
7
Participants Small participant base
44th
Percentile by assets National rank
$791,167
Avg per participant High balance/head
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Official DOL plan name: Midwest Agency, LLP Defined Benefit Plan · Sponsored by Midwest Agency, LLP · Nebraska · Finance & Insurance

$6M in assets, 7 participants

Midwest Agency, LLP's Midwest Agency, LLP Defined Benefit Plan reported $6M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,539 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Midwest Agency, LLP Defined Benefit Plan holds $6M for 7 participants - about $791,167 per participant, in the lower half of filed plans by assets.

#2,539
in Finance & Insurance (8,549 peers)
+2.6%
assets growth YoY

Midwest Agency, LLP Defined Benefit Plan's mid-pack asset rank among Finance & Insurance and all filers

Midwest Agency, LLP Defined Benefit Plan vs every filed plan by assets

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

$5,538,170 44th percentile higher than 44% 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 Agency, LLP Defined Benefit Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Midwest Agency, LLP Defined Benefit Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Midwest Agency, LLP Defined Benefit Plan reported net income fell from $286K in the plan year 2023 filing to $140K in the plan year 2024 filing.
  • Midwest Agency, LLP Defined Benefit Plan reported participants rose from 5 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Midwest Agency, LLP Defined Benefit Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391933489 · Midwest Agency, LLP PY 2024 · Defined Benefit (Pension)

Midwest Agency, LLP Defined Benefit Plan · $6M · 7 · 44th

  • EBSA $6M
  • EBSA 7
  • EBSA 44th
  • EBSA Defined Benefit (Pension)
  • EBSA near The Pension Plan of Community Action Organization of Erie County, Inc.
  • EBSA ind #2539

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 Nebraska →

Midwest Agency, LLP Defined Benefit Plan in the asset neighbourhood

Midwest Agency, LLP Defined Benefit PlanMidwest Agency, LLP Defined …$6MThe Pension Plan of Community Action Organization of Erie County, Inc.The Pension Plan of Communit…$6MAza Cash Balance Plan$6MCumberland Securities, Inc. Defined Benefit Pension PlanCumberland Securities, Inc. …$6MConner & Winters Pension Plan$6M
End-of-year total assets ($M) among Midwest Agency, LLP Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$140K
Employer EIN391933489
Plan Effective Date1998-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwest Agency, LLP)

Sponsor-wide plan assets over time

All Midwest Agency, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 8.332992643245838% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M 202220232024 $5.11M $5.54M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 6 $5M
2023 1 5 $5M
2024 1 7 $6M

Nearby Defined Benefit (Pension) Plans in Nebraska

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

Midwest Agency, LLP Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Midwest Agency, LLP Defined Benefit Plan, Total assets ($B): 0.00553817 · Participants: 7Midwest Agency, LLP Defined Benefit 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
Midwest Agency, LLP Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Midwest Agency, LLP Defined Benefit Plan side-by-side with 3 peers →

Midwest Agency, LLP Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is The Pension Plan of Community Action Organization of Erie County, Inc. in NY ($6M); by covered participants it is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Agency, LLP Defined Benefit Plan assets move in 2024? ▼
Midwest Agency, LLP Defined Benefit Plan edged up modestly - up 2.6% during 2024, from $5M to $6M. Reported net income was $140K.
How have Midwest Agency, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwest Agency, LLP's sponsor-wide assets grew 8.3%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Midwest Agency, LLP Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Pension Plan of Community Action Organization of Erie County, Inc. in NY ($6M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Midwest Agency, LLP Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 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 391933489.

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.