Defined Benefit (Pension) · DOL Form 5500 · 2022

Equitable Holdings, Inc Pension Plan

Data updated 2026-08-25

$213M
Total assets Near avg plan size
215
Participants Below avg headcount
96th
Percentile by assets National rank
$990,636
Avg per participant High balance/head
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Official DOL plan name: Mony Life Retirement Income Security Plan for Employees · Sponsored by Equitable Holdings, Inc · New York · Finance & Insurance

$213M in assets, 215 participants

Equitable Holdings, Inc's Mony Life Retirement Income Security Plan for Employees reported $213M in total assets and 215 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,604 in Finance & Insurance (9,261 peers)

Coverage in New York

Mony Life Retirement Income Security Plan for Employees covers 215 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $213M.

#8,604
in Finance & Insurance (9,261 peers)
-25.2%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $73M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mony Life Retirement Income Security Plan for Employees's outsized position by total assets

Mony Life Retirement Income Security Plan for Employees vs every filed plan by assets

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

$212,986,713 Top 4% higher than 96% 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

Mony Life Retirement Income Security Plan for Employees 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. Mony Life Retirement Income Security Plan for Employees sits mid-pack in the medium band (215 participants).

DOL schedule card

Filing strip 900226248 · Equitable Holdings, Inc PY 2022 · Defined Benefit (Pension)

Mony Life Retirement Income Security Plan for Employees · $213M · 215 · 96th

  • PHOTO $213M
  • PHOTO 215
  • PHOTO 96th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Roadway LLC Pension Plan
  • PHOTO ind #8604

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 →

Mony Life Retirement Income Security Plan for Employees in the asset neighbourhood

Cooperative Pension Plan$213MMony Life Retirement Income Security Plan for EmployeesMony Life Retirement Income …$213MRoadway LLC Pension Plan$213MOcu Pension Trust$213MThe Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension PlThe Phila Bakery Employers &…$213M
End-of-year total assets ($M) among Mony Life Retirement Income Security Plan for Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$285M
Net Assets (End of Year)$211M
Net Income-$73M
Employer EIN900226248
Plan Effective Date1946-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equitable Holdings, Inc)

Sponsor-wide plan assets over time

All Equitable Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$201M 5.420480384614415% vs 2022
2024 filing year
$200M$205M$210M$215M 202220232024 $213M $201M ▼ -5.4%
Year Plans Participants Total Assets
2022 1 215 $213M
2023 1 187 $210M
2024 1 177 $201M

Nearby Defined Benefit (Pension) Plans in New York

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

Mony Life Retirement Income Security Plan for Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Mony Life Retirement Income Security Plan for Employees, Total assets ($B): 0.212986713 · Participants: 215Mony Life Retirement Income Security Plan for EmployeesIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Mony Life Retirement Income Security Plan for Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Mony Life Retirement Income Security Plan for Employees side-by-side with 3 peers →

Mony Life Retirement Income Security Plan for Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Roadway LLC Pension Plan in KS ($213M); by covered participants it is Major League Baseball Pension Plan for Non-Uniformed Personnel in FL (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($213M here).

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Mony Life Retirement Income Security Plan for Employees assets move in 2022? ▼
Mony Life Retirement Income Security Plan for Employees declined sharply - down 25.2% during 2022, from $285M to $213M. Reported net income was -$73M.
How have Equitable Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equitable Holdings, Inc's sponsor-wide assets declined 5.4%, from $213M to $201M.
Where does Mony Life Retirement Income Security Plan for Employees rank by assets among Form 5500 filers? ▼
Mony Life Retirement Income Security Plan for Employees ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to Mony Life Retirement Income Security Plan for Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roadway LLC Pension Plan in KS ($213M, 330 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mony Life Retirement Income Security Plan for Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Major League Baseball Pension Plan for Non-Uniformed Personnel in FL (215 participants, $57M 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 900226248.

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.