401(k) · DOL Form 5500 · 2023

Massachusetts Mutual Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
79
Participants Small participant base
38th
Percentile by assets National rank
$44,331
Avg per participant Low balance/head
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Official DOL plan name: Massmutual Puerto Rico Thrift Plan · Sponsored by Massachusetts Mutual Life Insurance Company · Massachusetts · Finance & Insurance

$4M in assets, 79 participants

Massachusetts Mutual Life Insurance Company's Massmutual Puerto Rico Thrift Plan reported $4M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,349 in Finance & Insurance (8,869 peers)

Massachusetts Mutual Life Insurance Company multi-year trail

Massachusetts Mutual Life Insurance Company's plans moved +12.2% in assets from 2022 to 2024; this filing shows Massmutual Puerto Rico Thrift Plan at $4M / 79 participants.

#2,349
in Finance & Insurance (8,869 peers)
+24.4%
assets growth YoY

Massmutual Puerto Rico Thrift Plan's mid-pack asset rank among Finance & Insurance and all filers

Massmutual Puerto Rico Thrift Plan vs every filed plan by assets

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

$3,502,172 38th percentile higher than 38% 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

Massmutual Puerto Rico Thrift 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. Massmutual Puerto Rico Thrift Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Massmutual Puerto Rico Thrift Plan reported net income rose from -$389K in the plan year 2022 filing to $686K in the plan year 2023 filing.
  • Massmutual Puerto Rico Thrift Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Massmutual Puerto Rico Thrift Plan reported participants fell from 86 in the plan year 2022 filing to 79 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041590850 · Massachusetts Mutual Life Insurance Company PY 2023 · 401(k)

Massmutual Puerto Rico Thrift Plan · $4M · 79 · 38th

  • EBSA $4M
  • EBSA 79
  • EBSA 38th
  • EBSA 401(k)
  • EBSA near Elangy Corporation Retirement & Savings Plan
  • EBSA ind #2349

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 Massachusetts →

Massmutual Puerto Rico Thrift Plan in the asset neighbourhood

Massmutual Puerto Rico Thrift PlanMassmutual Puerto Rico Thrif…$4MElangy Corporation Retirement & Savings PlanElangy Corporation Retiremen…$4MNew Jersey Urology, LLC 401(k) Profit Sharing PlanNew Jersey Urology, LLC 401(…$4MXy Planning 401(k) Plan$4MSumo Group, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Massmutual Puerto Rico Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts Mutual Life Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All Massachusetts Mutual Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$7.0B 12.184255137909904% vs 2022
2024 filing year
$6B$6.5B$7B$7.5B 202220232024 $6.23B $6.98B ▲ +12.0%
Year Plans Participants Total Assets
2022 4 30,601 $6.2B
2023 4 29,481 $6.7B
2024 4 27,323 $7.0B

Massachusetts Mutual Life Insurance Company filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$686K
Employer EIN041590850
Plan Effective Date2012-12-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Massmutual Puerto Rico Thrift Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Massmutual Puerto Rico Thrift Plan, Total assets ($B): 0.003502172 · Participants: 79Massmutual Puerto Rico Thrift PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Massmutual Puerto Rico Thrift Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Massmutual Puerto Rico Thrift Plan side-by-side with 3 peers →

Massmutual Puerto Rico Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Elangy Corporation Retirement & Savings Plan in NJ ($4M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Massmutual Puerto Rico Thrift Plan assets move in 2023? ▼
Massmutual Puerto Rico Thrift Plan grew sharply - up 24.4% during 2023, from $3M to $4M. Reported net income was $686K.
How have Massachusetts Mutual Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Massachusetts Mutual Life Insurance Company's sponsor-wide assets grew 12.2%, from $6.2B to $7.0B.
Which 401(k) plans are similar in size to Massmutual Puerto Rico Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elangy Corporation Retirement & Savings Plan in NJ ($4M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Massmutual Puerto Rico Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants, $9M 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 041590850.

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.