401(k) · DOL Form 5500 · 2022

Utica Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$278M
Total assets Near avg plan size
1,288
Participants Near avg headcount
97th
Percentile by assets National rank
$215,458
Avg per participant Above avg balance/head
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Official DOL plan name: Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan · Sponsored by Utica Mutual Insurance Company · New York · Finance & Insurance

$278M in assets, 1,288 participants

Utica Mutual Insurance Company's Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan reported $278M in total assets and 1,288 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,714 in Finance & Insurance (9,261 peers)

Where Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan sits by assets

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan sits in the top 5% of all filed plans by assets, $278M for 1,288 participants (~$215,458/participant), down 14.0% in 2022.

#8,714
in Finance & Insurance (9,261 peers)
-14.0%
assets change YoY
2.8×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan's outsized position by total assets

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan vs every filed plan by assets

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

$277,509,910 Top 3% higher than 97% 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

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan lands in the large band (1,288 participants).

Published 5500 schedule card

Filing strip 150476880 · Utica Mutual Insurance Company PY 2022 · 401(k)

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan · $278M · 1,288 · 97th

  • 5500 $278M
  • ASSETS 1,288
  • PCT 97th
  • EIN 401(k)
  • RANK near Clariant Retirement Savings Plan
  • PHOTO ind #8714

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 →

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan in the asset neighbourhood

Aptiv Hourly 401(k) Plan$278MResmed U S 401(k) Plan$278MGrady Memorial Hospital Corporation 401(k) PlanGrady Memorial Hospital Corp…$278MUtica Mutual Insurance Company Employee Profit Sharing and Investment PlanUtica Mutual Insurance Compa…$278MClariant Retirement Savings PlanClariant Retirement Savings …$277M
End-of-year total assets ($M) among Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$323M
Net Assets (End of Year)$278M
Net Income-$45M
Employer EIN150476880
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utica Mutual Insurance Company)

Sponsor-wide plan assets over time

All Utica Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$723M 18.800677678802018% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $608M $723M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 1,608 $608M
2023 2 1,604 $688M
2024 2 1,647 $723M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan, Total assets ($B): 0.27750991 · Participants: 1288Utica Mutual Insurance Company Employee Profit Sharing and Investment PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan side-by-side with 3 peers →

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Clariant Retirement Savings Plan in NC ($277M); by covered participants it is Banner Engineering Corp. Profit Sharing Retirement Savings Plan and Trust in MN (1,288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($278M 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 Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan assets move in 2022? ▼
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan pulled back noticeably - down 14.0% during 2022, from $323M to $278M. Reported net income was -$45M.
How have Utica Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utica Mutual Insurance Company's sponsor-wide assets grew 18.8%, from $608M to $723M.
Where does Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan rank by assets among Form 5500 filers? ▼
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clariant Retirement Savings Plan in NC ($277M, 1,323 participants).
Which 401(k) plans cover a similar participant headcount to Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Banner Engineering Corp. Profit Sharing Retirement Savings Plan and Trust in MN (1,288 participants, $157M 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 150476880.

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.