Defined Benefit (Pension) · DOL Form 5500 · 2022

Mgic Investment Corporation Pension Plan

Data updated 2026-08-11

$367M
Total assets
745
Participants
97th
Percentile by assets
$493,227
Avg per participant
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Official DOL plan name: Mgic Pension Plan · Sponsored by Mgic Investment Corporation · Wisconsin · Management of Enterprises

$367M in assets, 745 participants

Mgic Investment Corporation's Mgic Pension Plan reported $367M in total assets and 745 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.

  • 97th percentile by assets (of 139,126 plans)
  • #1,079 in Management of Enterprises (1,193 peers)

Where Mgic Pension Plan sits by assets

Mgic Pension Plan sits in the top 5% of all filed plans by assets, $367M for 745 participants (~$493,227/participant), down 31.7% in 2022.

$367M
total plan assets (2022 EOY)
745
covered participants
97th
percentile by assets (of 139,126 plans)
$493,227
avg assets per participant

The plan reported a net loss of $169M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Mgic Pension Plan sits by total assets

Mgic Pension Plan vs every filed plan by assets

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

$367,454,047 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Mgic Pension Plan vs the 2022 asset distribution

By assets, Mgic Pension Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$538M
Net Assets (End of Year)$367M
Net Income-$169M
Employer EIN391486475
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mgic Investment Corporation)

$660M$680M$700M$720M$740M$760M 202220232024 $682M $746M ▲ +9.4%
Total plan assets by year, all Mgic Investment Corporation plans on file
Year Plans Participants Total Assets
2022 2 1,484 $682M
2023 2 1,385 $725M
2024 2 1,237 $746M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Mgic Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 01234 Total assets ($B) Participants Mgic Pension Plan, Total assets ($B): 0.367454047 · Participants: 745Mgic Pension PlanThe Northwestern Mut…, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mut…Building Trades Unit…, Total assets ($B): 2.951985172 · Participants: 9724Building Trades Unit…Rockwell Automation …, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation …The Northwestern Mut…, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mut…Harley-Davidson Reti…, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Reti…
Mgic Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Mgic Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Mgic Pension Plan assets move in 2022?
Mgic Pension Plan contracted severely - down 31.7% during 2022, from $538M to $367M. Reported net income was -$169M.
How have Mgic Investment Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Mgic Investment Corporation's sponsor-wide assets grew 9.4%, from $682M to $746M.
Where does Mgic Pension Plan rank by assets among Form 5500 filers?
Mgic Pension 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 Defined Benefit (Pension) plans are similar in size to Mgic Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Flowserve Corporation Pension Plan in TX ($367M, 4,240 participants).

Scale reading

Ways to act on Mgic Pension Plan's numbers.