Defined Benefit (Pension) · DOL Form 5500 · 2022

Navy Mutual Aid Association Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
47
Participants Small participant base
82nd
Percentile by assets National rank
$609,090
Avg per participant High balance/head
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Official DOL plan name: Navy Mutual Aid Association Employees' Retirement Plan · Sponsored by Navy Mutual Aid Association · Virginia · Finance & Insurance

$29M in assets, 47 participants

Navy Mutual Aid Association's Navy Mutual Aid Association Employees' Retirement Plan reported $29M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,610 in Finance & Insurance (9,261 peers)

Where Navy Mutual Aid Association Employees' Retirement Plan sits by assets

Navy Mutual Aid Association Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 47 participants (~$609,090/participant), down 17.1% in 2022.

#6,610
in Finance & Insurance (9,261 peers)
-17.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Navy Mutual Aid Association Employees' Retirement Plan's outsized position by total assets

Navy Mutual Aid Association Employees' Retirement Plan vs every filed plan by assets

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

$28,627,222 Top 18% higher than 82% 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

Navy Mutual Aid Association Employees' Retirement 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. Navy Mutual Aid Association Employees' Retirement Plan is a small filing (47 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 530116720 · Navy Mutual Aid Association PY 2022 · Defined Benefit (Pension)

Navy Mutual Aid Association Employees' Retirement Plan · $29M · 47 · 82nd

  • PHOTO $29M
  • PHOTO 47
  • PHOTO 82nd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Ineos Pension Plan
  • PHOTO ind #6610

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 Virginia →

Navy Mutual Aid Association Employees' Retirement Plan in the asset neighbourhood

R. Lacy Services, Ltd. Retirement PlanR. Lacy Services, Ltd. Retir…$29MIneos Pension Plan$29MArmed Forces Insurance Pension PlanArmed Forces Insurance Pensi…$29MNavy Mutual Aid Association Employees' Retirement PlanNavy Mutual Aid Association …$29MRetirement Plan for Employees of Unisea, Inc.Retirement Plan for Employee…$29M
End-of-year total assets ($M) among Navy Mutual Aid Association Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$29M
Net Income-$6M
Employer EIN530116720
Plan Effective Date1965-05-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Navy Mutual Aid Association)

Sponsor-wide plan assets over time

All Navy Mutual Aid Association plans reported in each filing year

Latest sponsor-wide plan assets
$49M 14.95208027782028% vs 2022
2024 filing year
$40M$42M$44M$46M$48M$50M 202220232024 $42.5M $48.8M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 160 $42M
2023 2 160 $45M
2024 2 160 $49M

Nearby Defined Benefit (Pension) Plans in Virginia

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

Navy Mutual Aid Association Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Navy Mutual Aid Association Employees' Retirement Plan, Total assets ($B): 0.028627222 · Participants: 47Navy Mutual Aid Association Employees' Retirement PlanNorthrop Grumman Pension Plan, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pension PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers' National Pension Fund
Navy Mutual Aid Association Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Navy Mutual Aid Association Employees' Retirement Plan side-by-side with 3 peers →

Navy Mutual Aid Association Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Ineos Pension Plan in TX ($29M); by covered participants it is Pension Plan for Hourly Employees of Neville Chemical Company in PA (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

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 Navy Mutual Aid Association Employees' Retirement Plan assets move in 2022? ▼
Navy Mutual Aid Association Employees' Retirement Plan declined sharply - down 17.1% during 2022, from $35M to $29M. Reported net income was -$6M.
How have Navy Mutual Aid Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Navy Mutual Aid Association's sponsor-wide assets grew 15.0%, from $42M to $49M.
Where does Navy Mutual Aid Association Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Navy Mutual Aid Association Employees' Retirement Plan ranks in the 82nd 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 Defined Benefit (Pension) plans are similar in size to Navy Mutual Aid Association Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ineos Pension Plan in TX ($29M, 113 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Navy Mutual Aid Association Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly Employees of Neville Chemical Company in PA (47 participants, $23M 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 530116720.

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.