401(k) · DOL Form 5500 · 2022

Medical Mutual of Ohio 401(k) Plan

Data updated 2026-08-25

$607M
Total assets Above avg plan size
2,596
Participants Above avg headcount
98th
Percentile by assets National rank
$233,846
Avg per participant Above avg balance/head
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Official DOL plan name: Medical Mutual of Ohio Employees' Retirement Savings Plan · Sponsored by Medical Mutual of Ohio · Ohio · Finance & Insurance

$607M in assets, 2,596 participants

Medical Mutual of Ohio's Medical Mutual of Ohio Employees' Retirement Savings Plan reported $607M in total assets and 2,596 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,951 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Medical Mutual of Ohio Employees' Retirement Savings Plan covers 2,596 participants in Ohio, 3.4x the typical Ohio plan (state average ~765 per filing). Assets: $607M.

#8,951
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY
6.1×
vs typical plan assets (national mean)

The plan reported a net loss of $126M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Medical Mutual of Ohio Employees' Retirement Savings Plan's outsized position by total assets

Medical Mutual of Ohio Employees' Retirement Savings Plan vs every filed plan by assets

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

$607,064,353 Top 2% higher than 98% 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

Medical Mutual of Ohio Employees' Retirement Savings 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. Medical Mutual of Ohio Employees' Retirement Savings Plan lands in the large band (2,596 participants).

EBSA filing schedule strip

Filing strip 340648820 · Medical Mutual of Ohio PY 2022 · 401(k)

Medical Mutual of Ohio Employees' Retirement Savings Plan · $607M · 2,596 · 98th

  • IND $607M
  • EOY 2,596
  • 5500 98th
  • ASSETS 401(k)
  • PCT near Brown-Forman Corporation Savings Plan
  • EIN ind #8951

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 Ohio →

Medical Mutual of Ohio Employees' Retirement Savings Plan in the asset neighbourhood

Intuitive Surgical, Inc. 401(k) PlanIntuitive Surgical, Inc. 401…$607MMars Deferred Compensation PlanMars Deferred Compensation P…$607MMedical Mutual of Ohio Employees' Retirement Savings PlanMedical Mutual of Ohio Emplo…$607MBrown-Forman Corporation Savings PlanBrown-Forman Corporation Sav…$607MWestat, Inc. Savings Plan$607M
End-of-year total assets ($M) among Medical Mutual of Ohio Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$729M
Net Assets (End of Year)$607M
Net Income-$126M
Employer EIN340648820
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medical Mutual of Ohio)

Sponsor-wide plan assets over time

All Medical Mutual of Ohio plans reported in each filing year

Latest sponsor-wide plan assets
$799M 31.690859634448014% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $607M $799M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 2,596 $607M
2023 1 2,826 $716M
2024 1 3,049 $799M

Nearby 401(k) Plans in Ohio

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

Medical Mutual of Ohio Employees' Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0246810 Total assets ($B) Participants Medical Mutual of Ohio Employees' Retirement Savings Plan, Total assets ($B): 0.607064353 · Participants: 2596Medical Mutual of Ohio Employees' Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Medical Mutual of Ohio Employees' Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Medical Mutual of Ohio Employees' Retirement Savings Plan side-by-side with 3 peers →

Medical Mutual of Ohio Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Brown-Forman Corporation Savings Plan in KY ($607M); by covered participants it is Trinity Industries, Inc. 401(k) Plan as Restated Effective August 1, 2020 in TX (2,596 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($607M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,596 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 Medical Mutual of Ohio Employees' Retirement Savings Plan assets move in 2022? ▼
Medical Mutual of Ohio Employees' Retirement Savings Plan declined sharply - down 16.7% during 2022, from $729M to $607M. Reported net income was -$126M.
How have Medical Mutual of Ohio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medical Mutual of Ohio's sponsor-wide assets grew 31.7%, from $607M to $799M.
Where does Medical Mutual of Ohio Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Medical Mutual of Ohio Employees' Retirement Savings Plan ranks in the 98th 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 Medical Mutual of Ohio Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brown-Forman Corporation Savings Plan in KY ($607M, 2,348 participants).
Which 401(k) plans cover a similar participant headcount to Medical Mutual of Ohio Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trinity Industries, Inc. 401(k) Plan as Restated Effective August 1, 2020 in TX (2,596 participants, $278M 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 340648820.

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.