Money Purchase · DOL Form 5500 · 2022

The National Mutual Insurance Company Money Purchase Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
178
Participants Small participant base
78th
Percentile by assets National rank
$122,021
Avg per participant Near avg balance/head
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Official DOL plan name: The National Mutual Insurance Company Money Purchase Pension Plan · Sponsored by The National Mutual Insurance Company · Ohio · Finance & Insurance

$22M in assets, 178 participants

The National Mutual Insurance Company's The National Mutual Insurance Company Money Purchase Pension Plan reported $22M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,067 in Finance & Insurance (9,261 peers)

Coverage in Ohio

The National Mutual Insurance Company Money Purchase Pension Plan covers 178 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $22M.

#6,067
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The National Mutual Insurance Company Money Purchase Pension Plan's outsized position by total assets

The National Mutual Insurance Company Money Purchase Pension Plan vs every filed plan by assets

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

$21,719,757 Top 22% higher than 78% 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

The National Mutual Insurance Company Money Purchase Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The National Mutual Insurance Company Money Purchase Pension Plan sits mid-pack in the medium band (178 participants).

Published 5500 schedule card

Filing strip 344312510 · The National Mutual Insurance Company PY 2022 · Money Purchase

The National Mutual Insurance Company Money Purchase Pension Plan · $22M · 178 · 78th

  • EOY $22M
  • EOY 178
  • EOY 78th
  • EOY Money Purchase
  • EOY near Pga of America Employees Retirement Plan
  • EOY ind #6067

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 Ohio →

The National Mutual Insurance Company Money Purchase Pension Plan in the asset neighbourhood

Pga of America Employees Retirement PlanPga of America Employees Ret…$22MBurrell Behavioral Health 403a Retirement PlanBurrell Behavioral Health 40…$22MThe National Mutual Insurance Company Money Purchase Pension PlanThe National Mutual Insuranc…$22MRetirement Plan for Clerical and Maintenance Employees of the University of ScrantonRetirement Plan for Clerical…$22MUniversity of Maryland Surgical Associates, P.a. Pension PlanUniversity of Maryland Surgi…$22M
End-of-year total assets ($M) among The National Mutual Insurance Company Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN344312510
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The National Mutual Insurance Company)

Sponsor-wide plan assets over time

All The National Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$53M 11.154193740034872% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.6M $52.9M ▲ +11.2%
Year Plans Participants Total Assets
2022 2 363 $48M
2023 2 365 $56M
2024 2 366 $53M

Nearby Money Purchase Plans in Ohio

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

The National Mutual Insurance Company Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants The National Mutual Insurance Company Money Purchase Pension Plan, Total assets ($B): 0.021719757 · Participants: 178The National Mutual Insurance Company Money Purchase Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
The National Mutual Insurance Company Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare The National Mutual Insurance Company Money Purchase Pension Plan side-by-side with 3 peers →

The National Mutual Insurance Company Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Pga of America Employees Retirement Plan in FL ($22M); by covered participants it is Community Memorial Healthcare Inc. Employees Pension Plan in KS (178 participants). Same-state nearby plans are listed separately above.

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 The National Mutual Insurance Company Money Purchase Pension Plan assets move in 2022? ▼
The National Mutual Insurance Company Money Purchase Pension Plan declined sharply - down 16.7% during 2022, from $26M to $22M. Reported net income was -$4M.
How have The National Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The National Mutual Insurance Company's sponsor-wide assets grew 11.2%, from $48M to $53M.
Where does The National Mutual Insurance Company Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
The National Mutual Insurance Company Money Purchase Pension Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to The National Mutual Insurance Company Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pga of America Employees Retirement Plan in FL ($22M, 346 participants).
Which Money Purchase plans cover a similar participant headcount to The National Mutual Insurance Company Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Community Memorial Healthcare Inc. Employees Pension Plan in KS (178 participants, $8M 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 344312510.

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.