Defined Benefit (Pension) · DOL Form 5500 · 2024

Bear River Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
101
Participants Small participant base
60th
Percentile by assets National rank
$120,156
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bear River Mutual Insurance Company Defined Benefit Plan · Sponsored by Bear River Mutual Insurance Company · Utah · Finance & Insurance

$12M in assets, 101 participants

Bear River Mutual Insurance Company's Bear River Mutual Insurance Company Defined Benefit Plan reported $12M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,750 in Finance & Insurance (8,549 peers)

Coverage in Utah

Bear River Mutual Insurance Company Defined Benefit Plan covers 101 participants in Utah, about 17% of the average Utah filer (state average ~592 per filing). Assets: $12M.

#3,750
in Finance & Insurance (8,549 peers)
+5.7%
assets growth YoY

Bear River Mutual Insurance Company Defined Benefit Plan's mid-pack asset rank among Finance & Insurance and all filers

Bear River Mutual Insurance Company Defined Benefit Plan vs every filed plan by assets

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

$12,135,770 Top 40% higher than 60% 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

Bear River Mutual Insurance Company Defined Benefit 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. Bear River Mutual Insurance Company Defined Benefit Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bear River Mutual Insurance Company Defined Benefit Plan reported net income rose from $144K in the plan year 2023 filing to $651K in the plan year 2024 filing.
  • Bear River Mutual Insurance Company Defined Benefit Plan reported participants rose from 84 in the plan year 2023 filing to 101 in the plan year 2024 filing.
  • Bear River Mutual Insurance Company Defined Benefit Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 870114580 · Bear River Mutual Insurance Company PY 2024 · Defined Benefit (Pension)

Bear River Mutual Insurance Company Defined Benefit Plan · $12M · 101 · 60th

  • EBSA $12M
  • EBSA 101
  • EBSA 60th
  • EBSA Defined Benefit (Pension)
  • EBSA near Revised Pension Plan for Hourly Rated Employees of L3harris Cincinnati Electronics Corporation
  • EBSA ind #3750

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 Utah →

Bear River Mutual Insurance Company Defined Benefit Plan in the asset neighbourhood

Revised Pension Plan for Hourly Rated Employees of L3harris Cincinnati Electronics CorporationRevised Pension Plan for Hou…$12MBear River Mutual Insurance Company Defined Benefit PlanBear River Mutual Insurance …$12MNorris, Inc. Pension Plan$12MPribanic & Pribanic, LLC Defined Benefit Pension Plan and TrustPribanic & Pribanic, LLC Def…$12MWhitney Museum of American Art Retirement PlanWhitney Museum of American A…$12M
End-of-year total assets ($M) among Bear River Mutual Insurance Company Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$651K
Employer EIN870114580
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bear River Mutual Insurance Company)

Sponsor-wide plan assets over time

All Bear River Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.63476617454225% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.6M $30.5M ▲ +29.6%
Year Plans Participants Total Assets
2022 2 207 $24M
2023 2 204 $27M
2024 2 263 $31M

Nearby Defined Benefit (Pension) Plans in Utah

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

Bear River Mutual Insurance Company Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Bear River Mutual Insurance Company Defined Benefit Plan, Total assets ($B): 0.01213577 · Participants: 101Bear River Mutual Insurance Company Defined Benefit PlanDeseret Mutual Master Retirement Plan, Total assets ($B): 7.071790998 · Participants: 10478Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.403061 · Participants: 26724Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.916073742 · Participants: 1564Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.599669079 · Participants: 2645America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.366642845 · Participants: 8046Retail Food Employers & Ufcw Local 711 Pension
Bear River Mutual Insurance Company Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Bear River Mutual Insurance Company Defined Benefit Plan side-by-side with 3 peers →

Bear River Mutual Insurance Company Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is Revised Pension Plan for Hourly Rated Employees of L3harris Cincinnati Electronics Corporation in FL ($12M); by covered participants it is Office & Professional Employees Iu Pension Plan in NY (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Bear River Mutual Insurance Company Defined Benefit Plan assets move in 2024? ▼
Bear River Mutual Insurance Company Defined Benefit Plan grew at a solid clip - up 5.7% during 2024, from $11M to $12M. Reported net income was $651K.
How have Bear River Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear River Mutual Insurance Company's sponsor-wide assets grew 29.6%, from $24M to $31M.
Which Defined Benefit (Pension) plans are similar in size to Bear River Mutual Insurance Company Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Revised Pension Plan for Hourly Rated Employees of L3harris Cincinnati Electronics Corporation in FL ($12M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bear River Mutual Insurance Company Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Office & Professional Employees Iu Pension Plan in NY (101 participants, $77M 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 870114580.

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.