Midwest Agency, LLP Defined Benefit Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Midwest Agency, LLP · Nebraska · Finance & Insurance
What the 2023 filing shows
Midwest Agency, LLP Defined Benefit Plan holds N/A for 7 participants.
- N/A
- total plan assets (2024 EOY)
- 7
- covered participants
What the Filing Says About Midwest Agency, LLP Defined Benefit Plan
Midwest Agency, LLP Defined Benefit Plan is a Defined Benefit (Pension) retirement plan sponsored by Midwest Agency, LLP, headquartered in Nebraska. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 7 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391933489, and the plan has been effective since 1998-07-15. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 391933489 |
| Plan Effective Date | 1998-07-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Midwest Agency, LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | N/A |
| 2023 | 1 | 5 | N/A |
| 2024 | 1 | 7 | N/A |
Nearby Defined Benefit (Pension) Plans in Nebraska
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.4B · 3,724
- Berkshire Hathaway Consolidated Pension Plan $4.2B · 10,563
- Mutual of Omaha Retirement Income Plan $979M · 504
- Retirement Plan for Employees and Representatives of Woodmenlife $772M · 279
- The Restated Ag Processing Inc Retirement Plan $368M · 1,113
Related Data
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Frequently Asked Questions
How much money is in the Midwest Agency, LLP Defined Benefit Plan? ▼
What type of plan is Midwest Agency, LLP Defined Benefit Plan? ▼
Who sponsors the Midwest Agency, LLP Defined Benefit Plan? ▼
How did Midwest Agency, LLP Defined Benefit Plan perform in 2024? ▼
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.