Defined Benefit (Pension) · DOL Form 5500 · 2024

Qbe Holdings, Inc. Pension Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
180
Participants Small participant base
92nd
Percentile by assets National rank
$764,564
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Qbe Pension Equity Plan · Sponsored by Qbe Holdings, Inc. · Wisconsin · Finance & Insurance

$138M in assets, 180 participants

Qbe Holdings, Inc.'s Qbe Pension Equity Plan reported $138M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,531 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Qbe Pension Equity Plan covers 180 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $138M.

#7,531
in Finance & Insurance (8,549 peers)
-10.1%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Qbe Pension Equity Plan's outsized position by total assets

Qbe Pension Equity Plan vs every filed plan by assets

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

$137,621,564 Top 8% higher than 92% 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

Qbe Pension Equity 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. Qbe Pension Equity Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Qbe Pension Equity Plan reported net income fell from -$877K in the plan year 2023 filing to -$15M in the plan year 2024 filing.
  • Qbe Pension Equity Plan end-of-year assets fell from $153M in the plan year 2023 filing to $138M in the plan year 2024 filing.
  • Qbe Pension Equity Plan reported participants fell from 190 in the plan year 2023 filing to 180 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521147383 · Qbe Holdings, Inc. PY 2024 · Defined Benefit (Pension)

Qbe Pension Equity Plan · $138M · 180 · 92nd

  • ASSETS $138M
  • ASSETS 180
  • ASSETS 92nd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Midflorida Credit Union Retirement Pension Plan
  • ASSETS ind #7531

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 Wisconsin →

Qbe Pension Equity Plan in the asset neighbourhood

The Kinetic Group, Inc. Pension and Retirement PlanThe Kinetic Group, Inc. Pens…$138MMidflorida Credit Union Retirement Pension PlanMidflorida Credit Union Reti…$138MLaborers Agc Pension Trust of MontanaLaborers Agc Pension Trust o…$138MQbe Pension Equity Plan$138MWashington Permanente Medical Group Cash Balance Pension PlanWashington Permanente Medica…$137M
End-of-year total assets ($M) among Qbe Pension Equity Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$153M
Net Assets (End of Year)$138M
Net Income-$15M
Employer EIN521147383
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Qbe Holdings, Inc.)

Sponsor-wide plan assets over time

All Qbe Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$930M 18.010450537630664% vs 2022
2024 filing year
$750M$800M$850M$900M$950M 202220232024 $788M $930M ▲ +18.0%
Year Plans Participants Total Assets
2022 2 2,767 $788M
2023 2 2,744 $884M
2024 2 2,875 $930M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Qbe Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Qbe Pension Equity Plan, Total assets ($B): 0.137621564 · Participants: 180Qbe Pension Equity PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Qbe Pension Equity Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Qbe Pension Equity Plan side-by-side with 3 peers →

Qbe Pension Equity Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Midflorida Credit Union Retirement Pension Plan in FL ($138M); by covered participants it is U.S. Silica Company Retirement Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Qbe Pension Equity Plan assets move in 2024? ▼
Qbe Pension Equity Plan pulled back noticeably - down 10.1% during 2024, from $153M to $138M. Reported net income was -$15M.
How have Qbe Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Qbe Holdings, Inc.'s sponsor-wide assets grew 18.0%, from $788M to $930M.
Where does Qbe Pension Equity Plan rank by assets among Form 5500 filers? ▼
Qbe Pension Equity Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Qbe Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Midflorida Credit Union Retirement Pension Plan in FL ($138M, 399 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Qbe Pension Equity Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is U.S. Silica Company Retirement Plan in TX (180 participants, $69M 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 521147383.

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.