Defined Benefit (Pension) · DOL Form 5500 · 2022

Utica Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$331M
Total assets Above avg plan size
320
Participants Below avg headcount
97th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Income Plan of Utica Mutual Insurance Company · Sponsored by Utica Mutual Insurance Company · New York · Finance & Insurance

$331M in assets, 320 participants

Utica Mutual Insurance Company's Retirement Income Plan of Utica Mutual Insurance Company reported $331M in total assets and 320 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.

  • #8,776 in Finance & Insurance (9,261 peers)

Coverage in New York

Retirement Income Plan of Utica Mutual Insurance Company covers 320 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $331M.

#8,776
in Finance & Insurance (9,261 peers)
-28.0%
assets change YoY
3.3×
vs typical plan assets (national mean)

The plan reported a net loss of $129M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Income Plan of Utica Mutual Insurance Company's outsized position by total assets

Retirement Income Plan of Utica Mutual Insurance Company vs every filed plan by assets

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

$330,914,020 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

Retirement Income Plan of Utica Mutual Insurance Company 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. Retirement Income Plan of Utica Mutual Insurance Company sits mid-pack in the medium band (320 participants).

Published 5500 schedule card

Filing strip 150476880 · Utica Mutual Insurance Company PY 2022 · Defined Benefit (Pension)

Retirement Income Plan of Utica Mutual Insurance Company · $331M · 320 · 97th

  • 5500 $331M
  • 5500 320
  • 5500 97th
  • 5500 Defined Benefit (Pension)
  • 5500 near Vencore, Inc. Pension Plan
  • 5500 ind #8776

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 →

Retirement Income Plan of Utica Mutual Insurance Company in the asset neighbourhood

Pension Plan for Employees of the Chicago Mercantile Exchange, Inc.Pension Plan for Employees o…$332MDefined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity FundDefined Benefit Plan of the …$332MRetirement Income Plan of Utica Mutual Insurance CompanyRetirement Income Plan of Ut…$331MVencore, Inc. Pension Plan$331MMunson Retirement Plan$330M
End-of-year total assets ($M) among Retirement Income Plan of Utica Mutual Insurance Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$460M
Net Assets (End of Year)$331M
Net Income-$129M
Employer EIN150476880
Plan Effective Date1929-07-01
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 Defined Benefit (Pension) Plans in New York

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

Retirement Income Plan of Utica Mutual Insurance Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Retirement Income Plan of Utica Mutual Insurance Company, Total assets ($B): 0.33091402 · Participants: 320Retirement Income Plan of Utica Mutual Insurance CompanyIBM 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
Retirement Income Plan of Utica Mutual Insurance Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Income Plan of Utica Mutual Insurance Company side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Vencore, Inc. Pension Plan in VA ($331M); by covered participants it is Alaska Airlines, Inc. Retirement Plan for Salaried Employees in WA (320 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (320 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 Retirement Income Plan of Utica Mutual Insurance Company assets move in 2022? ▼
Retirement Income Plan of Utica Mutual Insurance Company declined sharply - down 28.0% during 2022, from $460M to $331M. Reported net income was -$129M.
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 Retirement Income Plan of Utica Mutual Insurance Company rank by assets among Form 5500 filers? ▼
Retirement Income Plan of Utica Mutual Insurance Company 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 Defined Benefit (Pension) plans are similar in size to Retirement Income Plan of Utica Mutual Insurance Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vencore, Inc. Pension Plan in VA ($331M, 453 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Income Plan of Utica Mutual Insurance Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alaska Airlines, Inc. Retirement Plan for Salaried Employees in WA (320 participants, $327M 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.