Defined Benefit (Pension) · DOL Form 5500 · 2024

Farmers Union Mutual Insurance Co - Montana Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
40
Participants Small participant base
62nd
Percentile by assets National rank
$328,395
Avg per participant High balance/head
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Official DOL plan name: Farmers Union Insurance Montana Defined Benefit Pension Plan · Sponsored by Farmers Union Mutual Insurance Co - Montana · Montana · Finance & Insurance

$13M in assets, 40 participants

Farmers Union Mutual Insurance Co - Montana's Farmers Union Insurance Montana Defined Benefit Pension Plan reported $13M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,898 in Finance & Insurance (8,549 peers)

Farmers Union Mutual Insurance Co - Montana multi-year trail

Farmers Union Mutual Insurance Co - Montana's plans moved +23.6% in assets from 2022 to 2024; this filing shows Farmers Union Insurance Montana Defined Benefit Pension Plan at $13M / 40 participants.

#3,898
in Finance & Insurance (8,549 peers)
+7.1%
assets growth YoY

Farmers Union Insurance Montana Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Farmers Union Insurance Montana Defined Benefit Pension Plan vs every filed plan by assets

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

$13,135,801 Top 38% higher than 62% 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

Farmers Union Insurance Montana Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Farmers Union Insurance Montana Defined Benefit Pension Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Farmers Union Insurance Montana Defined Benefit Pension Plan reported net income fell from $2M in the plan year 2023 filing to $870K in the plan year 2024 filing.
  • Farmers Union Insurance Montana Defined Benefit Pension Plan reported participants rose from 37 in the plan year 2023 filing to 40 in the plan year 2024 filing.
  • Farmers Union Insurance Montana Defined Benefit Pension Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810283203 · Farmers Union Mutual Insurance Co - Montana PY 2024 · Defined Benefit (Pension)

Farmers Union Insurance Montana Defined Benefit Pension Plan · $13M · 40 · 62nd

  • BOOK $13M
  • BOOK 40
  • BOOK 62nd
  • BOOK Defined Benefit (Pension)
  • BOOK near Southern Star Retirement Plan (Union)
  • BOOK ind #3898

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 Montana →

Farmers Union Insurance Montana Defined Benefit Pension Plan in the asset neighbourhood

Southeastern Retina Associates, PC Cash Balance PlanSoutheastern Retina Associat…$13MMunicipal Theatre Association Retirement PlanMunicipal Theatre Associatio…$13MCape Radiology Group, P.C. Cash Balance Pension PlanCape Radiology Group, P.C. C…$13MFarmers Union Insurance Montana Defined Benefit Pension PlanFarmers Union Insurance Mont…$13MSouthern Star Retirement Plan (Union)Southern Star Retirement Pla…$13M
End-of-year total assets ($M) among Farmers Union Insurance Montana Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Farmers Union Mutual Insurance Co - Montana multi-year asset trail

Sponsor-wide plan assets over time

All Farmers Union Mutual Insurance Co - Montana plans reported in each filing year

Latest sponsor-wide plan assets
$13M 23.64895514767642% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.6M $13.1M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 36 $11M
2023 1 37 $12M
2024 1 40 $13M

Farmers Union Mutual Insurance Co - Montana filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$870K
Employer EIN810283203
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Montana

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

Farmers Union Insurance Montana Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400 -1000100200300400 Total assets ($M) Participants Farmers Union Insurance Montana Defined Benefit Pension Plan, Total assets ($M): 13.135801 · Participants: 40Farmers Union Insurance Montana Defined Benefit Pension PlanNorthwestern Energy Mt Pension Plan, Total assets ($M): 345.755066 · Participants: 349Northwestern Energy Mt Pension PlanSt. Peter's Health Cashplus Retirement Plan, Total assets ($M): 60.721939 · Participants: 206St. Peter's Health Cashplus Retirement PlanNorthwestern Energy Sd/Ne Pension Plan, Total assets ($M): 52.584691 · Participants: 117Northwestern Energy Sd/Ne Pension PlanRetirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 31.808856 · Participants: 102Retirement Plan for Employees of Northern Montana HospitalPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($M): 28.407335 · Participants: 60Pension Plan for Employees of Advanced Silicon Materials, LLC
Farmers Union Insurance Montana Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare Farmers Union Insurance Montana Defined Benefit Pension Plan side-by-side with 3 peers →

Farmers Union Insurance Montana Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is Southern Star Retirement Plan (Union) in KY ($13M); by covered participants it is Retirement Plan for Salaried Employees of the Hillman Company in PA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Farmers Union Insurance Montana Defined Benefit Pension Plan assets move in 2024? ▼
Farmers Union Insurance Montana Defined Benefit Pension Plan grew at a solid clip - up 7.1% during 2024, from $12M to $13M. Reported net income was $870K.
How have Farmers Union Mutual Insurance Co - Montana plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farmers Union Mutual Insurance Co - Montana's sponsor-wide assets grew 23.6%, from $11M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Farmers Union Insurance Montana Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern Star Retirement Plan (Union) in KY ($13M, 72 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Farmers Union Insurance Montana Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Salaried Employees of the Hillman Company in PA (40 participants, $2M 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 810283203.

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.