Defined Benefit (Pension) · DOL Form 5500 · 2023

Equitable Holdings, Inc Pension Plan

Data updated 2026-08-25

$210M
Total assets Near avg plan size
187
Participants Below avg headcount
95th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Mony Life Retirement Income Security Plan for Employees · Sponsored by Equitable Holdings, Inc · New York · Finance & Insurance

$210M in assets, 187 participants

Equitable Holdings, Inc's Mony Life Retirement Income Security Plan for Employees reported $210M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,144 in Finance & Insurance (8,869 peers)

Coverage in New York

Mony Life Retirement Income Security Plan for Employees covers 187 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $210M.

#8,144
in Finance & Insurance (8,869 peers)
-1.4%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mony Life Retirement Income Security Plan for Employees's outsized position by total assets

Mony Life Retirement Income Security Plan for Employees vs every filed plan by assets

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

$210,026,222 Top 5% higher than 95% 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

Mony Life Retirement Income Security Plan for Employees 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. Mony Life Retirement Income Security Plan for Employees sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mony Life Retirement Income Security Plan for Employees reported net income rose from -$73M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Mony Life Retirement Income Security Plan for Employees reported participants fell from 215 in the plan year 2022 filing to 187 in the plan year 2023 filing.
  • Mony Life Retirement Income Security Plan for Employees end-of-year assets fell from $213M in the plan year 2022 filing to $210M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 900226248 · Equitable Holdings, Inc PY 2023 · Defined Benefit (Pension)

Mony Life Retirement Income Security Plan for Employees · $210M · 187 · 95th

  • SCH $210M
  • EBSA 187
  • PART 95th
  • TYPE Defined Benefit (Pension)
  • NET near Pixelle Specialty Solutions LLC Retirement Plan
  • BOOK ind #8144

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 →

Mony Life Retirement Income Security Plan for Employees in the asset neighbourhood

Pension Plan of American Society for Testing and MaterialsPension Plan of American Soc…$211MEmployees' Retirement Plan of the National Geographic SocietyEmployees' Retirement Plan o…$210MMony Life Retirement Income Security Plan for EmployeesMony Life Retirement Income …$210MPixelle Specialty Solutions LLC Retirement PlanPixelle Specialty Solutions …$210MUniversity of Notre Dame Employees' Pension PlanUniversity of Notre Dame Emp…$210M
End-of-year total assets ($M) among Mony Life Retirement Income Security Plan for Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$213M
Net Assets (End of Year)$206M
Net Income-$5M
Employer EIN900226248
Plan Effective Date1946-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equitable Holdings, Inc)

Sponsor-wide plan assets over time

All Equitable Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$201M 5.420480384614415% vs 2022
2024 filing year
$200M$205M$210M$215M 202220232024 $213M $201M ▼ -5.4%
Year Plans Participants Total Assets
2022 1 215 $213M
2023 1 187 $210M
2024 1 177 $201M

Nearby Defined Benefit (Pension) Plans in New York

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

Mony Life Retirement Income Security Plan for Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Mony Life Retirement Income Security Plan for Employees, Total assets ($B): 0.210026222 · Participants: 187Mony Life Retirement Income Security Plan for EmployeesIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Mony Life Retirement Income Security Plan for Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Mony Life Retirement Income Security Plan for Employees side-by-side with 3 peers →

Mony Life Retirement Income Security Plan for Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pixelle Specialty Solutions LLC Retirement Plan in PA ($210M); by covered participants it is Pension Plan for Employees of York Hospital in ME (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Mony Life Retirement Income Security Plan for Employees assets move in 2023? ▼
Mony Life Retirement Income Security Plan for Employees edged down modestly - down 1.4% during 2023, from $213M to $210M. Reported net income was -$5M.
How have Equitable Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equitable Holdings, Inc's sponsor-wide assets declined 5.4%, from $213M to $201M.
Where does Mony Life Retirement Income Security Plan for Employees rank by assets among Form 5500 filers? ▼
Mony Life Retirement Income Security Plan for Employees ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Mony Life Retirement Income Security Plan for Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pixelle Specialty Solutions LLC Retirement Plan in PA ($210M, 1,100 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mony Life Retirement Income Security Plan for Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of York Hospital in ME (187 participants, $17M 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 900226248.

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.