Defined Benefit (Pension) · DOL Form 5500 · 2022

Mutual Benefit Insurance Company Pension Plan

Data updated 2026-08-11

$30M
Total assets
58
Participants
83rd
Percentile by assets
$513,483
Avg per participant
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Official DOL plan name: Mutual Benefit Insurance Company Retirement Plan · Sponsored by Mutual Benefit Insurance Company · Pennsylvania · Finance & Insurance

$30M in assets, 58 participants

Mutual Benefit Insurance Company's Mutual Benefit Insurance Company Retirement Plan reported $30M in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 139,126 plans)
  • #6,679 in Finance & Insurance (9,261 peers)

Where Mutual Benefit Insurance Company Retirement Plan sits by assets

Mutual Benefit Insurance Company Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 58 participants (~$513,483/participant), up 8.9% in 2022.

$30M
total plan assets (2022 EOY)
58
covered participants
83rd
percentile by assets (of 139,126 plans)
$513,483
avg assets per participant

Where Mutual Benefit Insurance Company Retirement Plan sits by total assets

Mutual Benefit Insurance Company Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,782,038 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Pennsylvania
Industry
Finance & Insurance

Mutual Benefit Insurance Company Retirement Plan vs the 2022 asset distribution

By assets, Mutual Benefit Insurance Company Retirement Plan outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$2M
Employer EIN236200024
Plan Effective Date1952-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual Benefit Insurance Company)

$20M$30M$40M$50M$60M 202220232024 $54M $29.9M ▼ -44.6%
Total plan assets by year, all Mutual Benefit Insurance Company plans on file
Year Plans Participants Total Assets
2022 2 203 $54M
2023 2 197 $57M
2024 1 111 $30M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Mutual Benefit Insurance Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Mutual Benefit Insur…, Total assets ($B): 0.029782038 · Participants: 58Mutual Benefit Insur…National Elevator In…, Total assets ($B): 10.401485458 · Participants: 27097National Elevator In…Steelworkers Pension…, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension…The PNC Financial Se…, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Se…Constellation Retire…, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retire…The Bank of New York…, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York…
Mutual Benefit Insurance Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Mutual Benefit Insurance Company Retirem… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Mutual Benefit Insurance Company Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Mutual Benefit Insurance Company Retirement Plan assets move in 2022? ▼
Mutual Benefit Insurance Company Retirement Plan grew at a solid clip - up 8.9% during 2022, from $27M to $30M. Reported net income was $2M.
How have Mutual Benefit Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual Benefit Insurance Company's sponsor-wide assets declined 44.6%, from $54M to $30M.
Where does Mutual Benefit Insurance Company Retirement Plan rank by assets among Form 5500 filers? ▼
Mutual Benefit Insurance Company Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Mutual Benefit Insurance Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of the Charles Stewart Mott Foundation in MI ($30M, 72 participants).

Next read for Mutual Benefit Insurance Company Retirem…

Scale reading

Ways to act on Mutual Benefit Insurance Company Retirement Plan's numbers.

  • By total assets, Mutual Benefit Insurance Company Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
  • Mutual Benefit Insurance Company's sponsor-wide assets have declined 44.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 236200024.

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.