Defined Benefit (Pension) · DOL Form 5500 · 2022

Norcal Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
63
Participants Small participant base
85th
Percentile by assets National rank
$572,825
Avg per participant High balance/head
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Official DOL plan name: Norcal Mutual Insurance Company Pension Plan · Sponsored by Norcal Mutual Insurance Company · Alabama · Finance & Insurance

$36M in assets, 63 participants

Norcal Mutual Insurance Company's Norcal Mutual Insurance Company Pension Plan reported $36M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,013 in Finance & Insurance (9,261 peers)

Where Norcal Mutual Insurance Company Pension Plan sits by assets

Norcal Mutual Insurance Company Pension Plan sits in the top quartile of all filed plans by assets, $36M for 63 participants (~$572,825/participant), down 42.9% in 2022.

#7,013
in Finance & Insurance (9,261 peers)
-42.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Norcal Mutual Insurance Company Pension Plan's outsized position by total assets

Norcal Mutual Insurance Company Pension Plan vs every filed plan by assets

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

$36,087,963 Top 15% higher than 85% 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

Norcal Mutual Insurance Company 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. Norcal Mutual Insurance Company Pension Plan is a small filing (63 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 942301054 · Norcal Mutual Insurance Company PY 2022 · Defined Benefit (Pension)

Norcal Mutual Insurance Company Pension Plan · $36M · 63 · 85th

  • EOY $36M
  • 5500 63
  • ASSETS 85th
  • PCT Defined Benefit (Pension)
  • EIN near Pitcairn Retirement Plan
  • RANK ind #7013

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 Alabama →

Norcal Mutual Insurance Company Pension Plan in the asset neighbourhood

Toledo Roofers Local No 134 Pension PlanToledo Roofers Local No 134 …$36MNorcal Mutual Insurance Company Pension PlanNorcal Mutual Insurance Comp…$36MPitcairn Retirement Plan$36MThe Timken Company Pension PlanThe Timken Company Pension P…$36MAlliance Laundry Systems Pension PlanAlliance Laundry Systems Pen…$36M
End-of-year total assets ($M) among Norcal Mutual Insurance Company Pension 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)$63M
Net Assets (End of Year)$36M
Net Income-$27M
Employer EIN942301054
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norcal Mutual Insurance Company)

Sponsor-wide plan assets over time

All Norcal Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$32M 9.963768251480417% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $36.1M $32.5M ▼ -10.0%
Year Plans Participants Total Assets
2022 2 263 $36M
2023 1 58 $38M
2024 1 52 $32M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Norcal Mutual Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Norcal Mutual Insurance Company Pension Plan, Total assets ($B): 0.036087963 · Participants: 63Norcal Mutual Insurance Company Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Norcal Mutual Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Norcal Mutual Insurance Company Pension Plan side-by-side with 3 peers →

Norcal Mutual Insurance Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Pitcairn Retirement Plan in PA ($36M); by covered participants it is Pension Plan for Employees of Pediatric Associates of Dallas in TX (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Norcal Mutual Insurance Company Pension Plan assets move in 2022? ▼
Norcal Mutual Insurance Company Pension Plan contracted severely - down 42.9% during 2022, from $63M to $36M. Reported net income was -$27M.
How have Norcal Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norcal Mutual Insurance Company's sponsor-wide assets declined 10.0%, from $36M to $32M.
Where does Norcal Mutual Insurance Company Pension Plan rank by assets among Form 5500 filers? ▼
Norcal Mutual Insurance Company Pension Plan ranks in the 85th 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 Norcal Mutual Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pitcairn Retirement Plan in PA ($36M, 22 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Norcal Mutual Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Pediatric Associates of Dallas in TX (63 participants, $16M 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 942301054.

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.