Money Purchase · DOL Form 5500 · 2023
Massachusetts Mutual Life Insurance Company Money Purchase Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 375
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $383,772
- Avg per participant High balance/head
Official DOL plan name: Massachusetts Mutual Life Insurance Company Agent Pension Plan · Sponsored by Massachusetts Mutual Life Insurance Company · Massachusetts · Finance & Insurance
$144M in assets, 375 participants
Massachusetts Mutual Life Insurance Company's Massachusetts Mutual Life Insurance Company Agent Pension Plan reported $144M in total assets and 375 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.
- #7,942 in Finance & Insurance (8,869 peers)
Where Massachusetts Mutual Life Insurance Company Agent Pension Plan sits by assets
Massachusetts Mutual Life Insurance Company Agent Pension Plan sits in the top 10% of all filed plans by assets, $144M for 375 participants (~$383,772/participant), down 0.4% in 2023.
- #7,942
- in Finance & Insurance (8,869 peers)
- -0.4%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $507K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Massachusetts Mutual Life Insurance Company Agent Pension Plan's outsized position by total assets
Massachusetts Mutual Life Insurance Company Agent Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$143,914,428 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Massachusetts Mutual Life Insurance Company Agent Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Mutual Life Insurance Company Agent Pension Plan sits mid-pack in the medium band (375 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Massachusetts Mutual Life Insurance Company Agent Pension Plan reported net income rose from -$35M in the plan year 2022 filing to -$507K in the plan year 2023 filing.
- Massachusetts Mutual Life Insurance Company Agent Pension Plan reported participants fell from 557 in the plan year 2022 filing to 375 in the plan year 2023 filing.
- Massachusetts Mutual Life Insurance Company Agent Pension Plan end-of-year assets fell from $144M in the plan year 2022 filing to $144M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 041590850 · Massachusetts Mutual Life Insurance Company PY 2023 · Money Purchase
Massachusetts Mutual Life Insurance Company Agent Pension Plan · $144M · 375 · 93rd
- EIN $144M
- RANK 375
- PHOTO 93rd
- IND Money Purchase
- EOY near Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund
- 5500 ind #7942
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 →
Massachusetts Mutual Life Insurance Company Agent Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | -$507K |
| Employer EIN | 041590850 |
| Plan Effective Date | 1945-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Mutual Life Insurance Company)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 30,601 | $6.2B |
| 2023 | 4 | 29,481 | $6.7B |
| 2024 | 4 | 27,323 | $7.0B |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Massachusetts Mutual Life Insurance Company Agent Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund in WA ($143M); by covered participants it is Roofers Union Local No. 70 Pension Plan in MI (378 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund (WA) $143M · 4,097
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan (RI) $143M · 994
- Dentons Cohen & Grigsby P.C. Pension Plan (PA) $143M · 182
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton (PA) $145M · 632
Similar participant headcount
Nearest other-state filings by covered participants (375 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.