Defined Benefit (Pension) · DOL Form 5500 · 2022
Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $444,667
- Avg per participant High balance/head
Official DOL plan name: Mutual Trust Life Insurance Company Pension Plan · Sponsored by Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro · Illinois · Finance & Insurance
$15M in assets, 33 participants
Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro's Mutual Trust Life Insurance Company Pension Plan reported $15M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #5,273 in Finance & Insurance (9,261 peers)
2022 asset change
Mutual Trust Life Insurance Company Pension Plan declined sharply 21.6% in 2022 ($19M → $15M) for 33 participants.
- #5,273
- in Finance & Insurance (9,261 peers)
- -21.6%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mutual Trust Life Insurance Company Pension Plan's outsized position by total assets
Mutual Trust Life Insurance Company Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,674,017 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mutual Trust Life Insurance Company Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mutual Trust Life Insurance Company Pension Plan is a small filing (33 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 361516780 · Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro PY 2022 · Defined Benefit (Pension)
Mutual Trust Life Insurance Company Pension Plan · $15M · 33 · 72nd
- EOY $15M
- EOY 33
- EOY 72nd
- EOY Defined Benefit (Pension)
- EOY near Idaho Signatory Employers-Laborers Pension Plan
- EOY ind #5273
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 Illinois →
Mutual Trust Life Insurance Company Pension Plan in the asset neighbourhood
Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro years around the 2022 move
Sponsor-wide plan assets over time
All Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 1.4843651878009954% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $15M |
| 2023 | 1 | 33 | $14M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$4M |
| Employer EIN | 361516780 |
| Plan Effective Date | 1960-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Mutual Trust Life Insurance Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Idaho Signatory Employers-Laborers Pension Plan in OR ($15M); by covered participants it is Retirement Plan for Employees of Beckley Water Company in WV (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Retirement Plan for Employees of Beckley Water Company (WV) 33 · 0 off
- The York Water Company Pension Plan for General and Administrative Employees (PA) 33 · 0 off
- Deltrol Corporation Office Employees' Retirement Plan (WI) 33 · 0 off
- Winholt Equipment Corporation Defined Benefit Plan (NY) 33 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.