Money Purchase · DOL Form 5500 · 2023

Mbia Inc. Money Purchase Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
64
Participants Small participant base
93rd
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Mbia Inc. Employees Pension Plan · Sponsored by Mbia Inc. · New York · Finance & Insurance

$126M in assets, 64 participants

Mbia Inc.'s Mbia Inc. Employees Pension Plan reported $126M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,860 in Finance & Insurance (8,869 peers)

Where Mbia Inc. Employees Pension Plan sits by assets

Mbia Inc. Employees Pension Plan sits in the top 10% of all filed plans by assets, $126M for 64 participants (~$2.0M/participant), up 3.5% in 2023.

#7,860
in Finance & Insurance (8,869 peers)
+3.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Mbia Inc. Employees Pension Plan's outsized position by total assets

Mbia Inc. Employees Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$125,609,276 Top 7% higher than 93% of 127,068 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 2023

Mbia Inc. Employees Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mbia Inc. Employees Pension Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mbia Inc. Employees Pension Plan reported net income rose from -$42M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mbia Inc. Employees Pension Plan reported participants fell from 87 in the plan year 2022 filing to 64 in the plan year 2023 filing.
  • Mbia Inc. Employees Pension Plan end-of-year assets rose from $121M in the plan year 2022 filing to $126M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061185706 · Mbia Inc. PY 2023 · Money Purchase

Mbia Inc. Employees Pension Plan · $126M · 64 · 93rd

  • PHOTO $126M
  • IND 64
  • EOY 93rd
  • 5500 Money Purchase
  • ASSETS near Central Iowa Carpenters Money Purchase Plan
  • PCT ind #7860

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 →

Mbia Inc. Employees Pension Plan in the asset neighbourhood

Mid-Atlantic States District Council Participating Locals Annuity FundMid-Atlantic States District…$128MDechert LLP Pension Plan No. 1 for PartnersDechert LLP Pension Plan No.…$127MMbia Inc. Employees Pension PlanMbia Inc. Employees Pension …$126MCentral Iowa Carpenters Money Purchase PlanCentral Iowa Carpenters Mone…$125MAmundi US, Inc. Retirement Benefit PlanAmundi US, Inc. Retirement B…$125M
End-of-year total assets ($M) among Mbia Inc. Employees Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$126M
Net Income$4M
Employer EIN061185706
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mbia Inc.)

Sponsor-wide plan assets over time

All Mbia Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$288M 16.902848724739957% vs 2022
2024 filing year
$240M$260M$280M$300M 202220232024 $247M $288M ▲ +16.9%
Year Plans Participants Total Assets
2022 2 174 $247M
2023 2 128 $263M
2024 2 120 $288M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Mbia Inc. Employees Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Mbia Inc. Employees Pension Plan, Total assets ($B): 0.125609276 · Participants: 64Mbia Inc. Employees Pension PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Mbia Inc. Employees Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Mbia Inc. Employees Pension Plan side-by-side with 3 peers →

Mbia Inc. Employees Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Central Iowa Carpenters Money Purchase Plan in MN ($125M); by covered participants it is Asheville Transit Employees Money Purchase Pension Plan in NC (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mbia Inc. Employees Pension Plan assets move in 2023? ▼
Mbia Inc. Employees Pension Plan edged up modestly - up 3.5% during 2023, from $121M to $126M. Reported net income was $4M.
How have Mbia Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbia Inc.'s sponsor-wide assets grew 16.9%, from $247M to $288M.
Where does Mbia Inc. Employees Pension Plan rank by assets among Form 5500 filers? ▼
Mbia Inc. Employees Pension Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Mbia Inc. Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Central Iowa Carpenters Money Purchase Plan in MN ($125M, 1,134 participants).
Which Money Purchase plans cover a similar participant headcount to Mbia Inc. Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Asheville Transit Employees Money Purchase Pension Plan in NC (63 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061185706.

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.