Defined Benefit (Pension) · DOL Form 5500 · 2022
Liberty Mutual Group Inc. Pension Plan
Data updated 2026-08-25
- $6.8B
- Total assets Very large vs avg
- 33,087
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $204,207
- Avg per participant Above avg balance/head
Official DOL plan name: Liberty Mutual Retirement Benefit Plan · Sponsored by Liberty Mutual Group Inc. · Massachusetts · Finance & Insurance
$6.8B in assets, 33,087 participants
Liberty Mutual Group Inc.'s Liberty Mutual Retirement Benefit Plan reported $6.8B in total assets and 33,087 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,232 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Liberty Mutual Retirement Benefit Plan covers 33,087 participants in Massachusetts, 50x the typical Massachusetts plan (state average ~659 per filing). Assets: $6.8B.
- #9,232
- in Finance & Insurance (9,261 peers)
- -25.9%
- assets change YoY
- 68×
- vs typical plan assets (national mean)
The plan reported a net loss of $2.7B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Liberty Mutual Retirement Benefit Plan's outsized position by total assets
Liberty Mutual Retirement Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,756,596,242 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Liberty Mutual Retirement Benefit Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty Mutual Retirement Benefit Plan is a mega filing (33,087 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 043583679 · Liberty Mutual Group Inc. PY 2022 · Defined Benefit (Pension)
Liberty Mutual Retirement Benefit Plan · $6.8B · 33,087 · 100th
- NET $6.8B
- NET 33,087
- NET 100th
- NET Defined Benefit (Pension)
- NET near Abbott Laboratories Annuity Retirement Plan
- NET ind #9232
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 Massachusetts →
Liberty Mutual Retirement Benefit Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $9.1B |
|---|---|
| Net Assets (End of Year) | $6.8B |
| Net Income | -$2.7B |
| Employer EIN | 043583679 |
| Plan Effective Date | 1951-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Mutual Group Inc.)
Sponsor-wide plan assets over time
All Liberty Mutual Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17.6B 13.170791316782784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 65,930 | $15.6B |
| 2023 | 2 | 74,197 | $17.4B |
| 2024 | 2 | 69,528 | $17.6B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
- New England Teamsters Pension Fund $3.3B · 21,757
Scale composition for Liberty Mutual Retirement Benefit Plan
Liberty Mutual Retirement Benefit Plan reports $6.8B in end-of-year assets across 33,087 participants (0.055% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.035% of 93,925,755 covered participants) - about $204,207 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2022 was -$2.7B.
This plan identity (EIN 043583679, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.8B to $6.3B (-7.5%) while covered participants moved from 33,087 to 34,910 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 33,087 | $6.8B | This page |
| 2023 | 37,145 | $6.9B | Open filing |
| 2024 · index core | 34,910 | $6.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Liberty Mutual 401(k) Plan (401(k), $11.4B, 34,618 participants)
- Liberty Mutual Retirement Benefit Plan (Defined Benefit (Pension), $6.3B, 34,910 participants)
Liberty Mutual Retirement Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Abbott Laboratories Annuity Retirement Plan in IL ($6.8B); by covered participants it is Screen Actors Guild - Producers Pension Plan in CA (32,482 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6.8B here).
- Abbott Laboratories Annuity Retirement Plan (IL) $6.8B · 16,809
- United Association National Pension Fund (VA) $6.7B · 81,342
- L3harris Aviation Products Pension Plan (FL) $6.6B · 10
- Altria Retirement Plan (VA) $6.5B · 2,395
Similar participant headcount
Nearest other-state filings by covered participants (33,087 participants); asset peers above are excluded.
- Screen Actors Guild - Producers Pension Plan (CA) 32,482 · 605 off
- The Pension Value Plan for Employees of the Boeing Company (WA) 34,042 · 955 off
- Northwell Health Cash Balance Plan (NY) 31,833 · 1,254 off
- Fedex Freight, Inc. Pension Plan (TN) 34,623 · 1,536 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.