Money Purchase · DOL Form 5500 · 2023

The National Mutual Insurance Company Money Purchase Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
174
Participants Small participant base
76th
Percentile by assets National rank
$143,381
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The National Mutual Insurance Company Money Purchase Pension Plan · Sponsored by The National Mutual Insurance Company · Ohio · Finance & Insurance

$25M in assets, 174 participants

The National Mutual Insurance Company's The National Mutual Insurance Company Money Purchase Pension Plan reported $25M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,694 in Finance & Insurance (8,869 peers)

Coverage in Ohio

The National Mutual Insurance Company Money Purchase Pension Plan covers 174 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

#5,694
in Finance & Insurance (8,869 peers)
+14.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The National Mutual Insurance Company Money Purchase Pension Plan's outsized position by total assets

The National Mutual Insurance Company Money Purchase Pension Plan vs every filed plan by assets

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

$24,948,289 Top 24% higher than 76% 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

The National Mutual Insurance Company Money Purchase 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. The National Mutual Insurance Company Money Purchase Pension Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The National Mutual Insurance Company Money Purchase Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The National Mutual Insurance Company Money Purchase Pension Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • The National Mutual Insurance Company Money Purchase Pension Plan reported participants fell from 178 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 344312510 · The National Mutual Insurance Company PY 2023 · Money Purchase

The National Mutual Insurance Company Money Purchase Pension Plan · $25M · 174 · 76th

  • ASSETS $25M
  • PCT 174
  • EIN 76th
  • RANK Money Purchase
  • PHOTO near Blitman & King, LLP Retirement Plan
  • IND ind #5694

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 Ohio →

The National Mutual Insurance Company Money Purchase Pension Plan in the asset neighbourhood

Southwestern PA Human Services, Inc. Tax Sheltered Annuity PlanSouthwestern PA Human Servic…$25MThe National Mutual Insurance Company Money Purchase Pension PlanThe National Mutual Insuranc…$25MBlitman & King, LLP Retirement PlanBlitman & King, LLP Retireme…$25MUniversity of Maryland Surgical Associates, P.a. Pension PlanUniversity of Maryland Surgi…$25MLocal 665 I.a.T.S.E. Annuity PlanLocal 665 I.a.T.S.E. Annuity…$25M
End-of-year total assets ($M) among The National Mutual Insurance Company Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN344312510
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The National Mutual Insurance Company)

Sponsor-wide plan assets over time

All The National Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$53M 11.154193740034872% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.6M $52.9M ▲ +11.2%
Year Plans Participants Total Assets
2022 2 363 $48M
2023 2 365 $56M
2024 2 366 $53M

Nearby Money Purchase Plans in Ohio

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

The National Mutual Insurance Company Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants The National Mutual Insurance Company Money Purchase Pension Plan, Total assets ($B): 0.024948289 · Participants: 174The National Mutual Insurance Company Money Purchase Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
The National Mutual Insurance Company Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare The National Mutual Insurance Company Money Purchase Pension Plan side-by-side with 3 peers →

The National Mutual Insurance Company Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Blitman & King, LLP Retirement Plan in NY ($25M); by covered participants it is Church Homes, Inc., Congregational Defined Contribution Retirement Plan in CT (174 participants). Same-state nearby plans are listed separately above.

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 The National Mutual Insurance Company Money Purchase Pension Plan assets move in 2023? ▼
The National Mutual Insurance Company Money Purchase Pension Plan grew at a solid clip - up 14.9% during 2023, from $22M to $25M. Reported net income was $3M.
How have The National Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The National Mutual Insurance Company's sponsor-wide assets grew 11.2%, from $48M to $53M.
Where does The National Mutual Insurance Company Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
The National Mutual Insurance Company Money Purchase Pension Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to The National Mutual Insurance Company Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Blitman & King, LLP Retirement Plan in NY ($25M, 35 participants).
Which Money Purchase plans cover a similar participant headcount to The National Mutual Insurance Company Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Church Homes, Inc., Congregational Defined Contribution Retirement Plan in CT (174 participants, $12M 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 344312510.

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.