Money Purchase · DOL Form 5500 · 2022

Mbia Inc. Money Purchase Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
87
Participants Small participant base
94th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Mbia Inc. Employees Pension Plan · Sponsored by Mbia Inc. · New York · Finance & Insurance

$121M in assets, 87 participants

Mbia Inc.'s Mbia Inc. Employees Pension Plan reported $121M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,315 in Finance & Insurance (9,261 peers)

Where Mbia Inc. Employees Pension Plan sits by assets

Mbia Inc. Employees Pension Plan sits in the top 10% of all filed plans by assets, $121M for 87 participants (~$1.4M/participant), down 25.7% in 2022.

#8,315
in Finance & Insurance (9,261 peers)
-25.7%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mbia Inc. Employees Pension Plan's outsized position by total assets

Mbia Inc. Employees Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$121,391,410 Top 6% higher than 94% of 139,123 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 2022

Mbia Inc. Employees Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mbia Inc. Employees Pension Plan is a small filing (87 participants) on this national headcount ladder.

DOL schedule card

Filing strip 061185706 · Mbia Inc. PY 2022 · Money Purchase

Mbia Inc. Employees Pension Plan · $121M · 87 · 94th

  • EOY $121M
  • EOY 87
  • EOY 94th
  • EOY Money Purchase
  • EOY near Iron Workers Local 401 Annuity Fund
  • EOY ind #8315

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 New York →

Mbia Inc. Employees Pension Plan in the asset neighbourhood

Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust FundDefined Contribution Plan of…$123MMbia Inc. Employees Pension PlanMbia Inc. Employees Pension …$121MIron Workers Local 401 Annuity FundIron Workers Local 401 Annui…$121MLundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution PlanLundquist Institute for Biom…$119MDefined Contribution Plan for the Employees of the American Institute of PhysicsDefined Contribution Plan fo…$118M
End-of-year total assets ($M) among Mbia Inc. Employees Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$121M
Net Income-$42M
Employer EIN061185706
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mbia Inc.)

Sponsor-wide plan assets over time

All Mbia Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$288M 16.902848724739957% vs 2022
2024 filing year
$240M$260M$280M$300M 202220232024 $247M $288M ▲ +16.9%
Year Plans Participants Total Assets
2022 2 174 $247M
2023 2 128 $263M
2024 2 120 $288M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Mbia Inc. Employees Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Mbia Inc. Employees Pension Plan, Total assets ($B): 0.12139141 · Participants: 87Mbia Inc. Employees Pension PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Mbia Inc. Employees Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Mbia Inc. Employees Pension Plan side-by-side with 3 peers →

Mbia Inc. Employees Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Iron Workers Local 401 Annuity Fund in PA ($121M); by covered participants it is Harrison Community Hospital Employees Pension Plan in OH (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mbia Inc. Employees Pension Plan assets move in 2022? ▼
Mbia Inc. Employees Pension Plan declined sharply - down 25.7% during 2022, from $163M to $121M. Reported net income was -$42M.
How have Mbia Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbia Inc.'s sponsor-wide assets grew 16.9%, from $247M to $288M.
Where does Mbia Inc. Employees Pension Plan rank by assets among Form 5500 filers? ▼
Mbia Inc. Employees Pension Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Mbia Inc. Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Iron Workers Local 401 Annuity Fund in PA ($121M, 831 participants).
Which Money Purchase plans cover a similar participant headcount to Mbia Inc. Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Harrison Community Hospital Employees Pension Plan in OH (87 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061185706.

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.