Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MUTUAL OF AMERICA LIFE INSURANCE CO

This Defined Benefit (Pension) plan holds $279M in total assets and serves 970 participants as of 2022. It is sponsored by MUTUAL OF AMERICA LIFE INSURANCE CO in New York. The plan reported a net loss of $115M for the year.

Total Assets (2023)
$279M
Participants
970
State
Industry
Finance & Insurance

What the Filing Says About RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO

RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO is a Defined Benefit (Pension) retirement plan sponsored by MUTUAL OF AMERICA LIFE INSURANCE CO, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $279M in total end-of-year assets and covers 970 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 131614399, and the plan has been effective since 1945-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $393M at the beginning of 2022 to $279M at year-end — a decline of 29.1%. Net assets (after liabilities) closed the year at $279M, with reported net income of $-114,530,534 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$393M
Total Assets (End of Year)$279M
Net Assets (End of Year)$279M
Net Income$-114,530,534
Plan TypeDefined Benefit (Pension)
Employer EIN131614399
Plan Effective Date1945-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MUTUAL OF AMERICA LIFE INSURANCE CO)

Year Plans Participants Total Assets
2022 2 1,943 $665M
2023 2 1,863 $708M
2024 2 1,869 $709M

Nearby Defined Benefit (Pension) Plans in New York

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Frequently Asked Questions

How much money is in the RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO?
As of the 2022 Form 5500 filing, RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO holds $279M in total assets with 970 participants. It is sponsored by MUTUAL OF AMERICA LIFE INSURANCE CO.
What type of plan is RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO?
RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO is a Defined Benefit (Pension) plan. It has been effective since 1945-01-01. The plan is filed with the U.S. Department of Labor under EIN 131614399.
Who sponsors the RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO?
RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO is sponsored by MUTUAL OF AMERICA LIFE INSURANCE CO, located in New York. The sponsor's EIN is 131614399 and the plan operates in the Finance & Insurance industry.
How did RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO perform in 2022?
RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO declined by 29.1% during 2022, moving from $393M to $279M in total assets. Net income was $-114,530,534.
Where can I find official filings for RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO?
Official Form 5500 filings for RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131614399 or plan name at efast.dol.gov.
How does RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO compare to other plans?
You can compare RETIREMENT PLAN FOR THE EMPLOYEES OF MUTUAL OF AMERICA LIFE INSURANCE CO against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 131614399.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.