401(k) · DOL Form 5500 · 2023

The Mohegan Tribe of Indians of Connecticut 401(k) Plan

Data updated 2026-08-11

$440M
Total assets
6,534
Participants
97th
Percentile by assets
$67,334
Avg per participant
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Official DOL plan name: The Mohegan Retirement and 401(k) Plan · Sponsored by The Mohegan Tribe of Indians of Connecticut · Connecticut · Arts, Entertainment & Recreation

$440M in assets, 6,534 participants

The Mohegan Tribe of Indians of Connecticut's The Mohegan Retirement and 401(k) Plan reported $440M in total assets and 6,534 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #2,918 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Connecticut

The Mohegan Retirement and 401(k) Plan covers 6,534 participants in Connecticut, 9.1x the typical Connecticut plan (state average ~718 per filing). Assets: $440M.

$440M
total plan assets (2023 EOY)
6,534
covered participants
97th
percentile by assets (of 127,072 plans)
$67,334
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mohegan Retirement and 401(k) Plan reported net income rose from -$86M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • The Mohegan Retirement and 401(k) Plan end-of-year assets rose from $369M in the plan year 2022 filing to $440M in the plan year 2023 filing.
  • The Mohegan Retirement and 401(k) Plan reported participants fell from 6,791 in the plan year 2022 filing to 6,534 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Mohegan Retirement and 401(k) Plan reports 6,534 participants - 9.1x that state average ($440M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$369M
Net Assets (End of Year)$440M
Net Income$71M
Employer EIN061436334
Plan Effective Date1997-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mohegan Tribe of Indians of Connecticut)

$350M$400M$450M$500M$550M 202220232024 $369M $500M ▲ +35.7%
Total plan assets by year, all The Mohegan Tribe of Indians of Connecticut plans on file
Year Plans Participants Total Assets
2022 1 6,791 $369M
2023 1 6,534 $440M
2024 1 6,567 $500M

Nearby 401(k) Plans in Connecticut

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

The Mohegan Retirement and 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

The Mohegan Retirement and 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants The Mohegan Retireme…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Xerox Corporation Sa…Eversource 401(k) Plan
The Mohegan Retirement and 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Scale composition for The Mohegan Retirement and 401(k) Plan

The Mohegan Retirement and 401(k) Plan reports $440M in end-of-year assets across 6,534 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $67,334 per participant (49% of the national average assets-per-participant) . Net income for plan year 2023 was $71M.

This plan identity (EIN 061436334, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $369M to $500M (+35.7%) while covered participants moved from 6,791 to 6,567 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,791 $369M Open filing
2023 6,534 $440M This page
2024 · index core 6,567 $500M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Mohegan Retirement and 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did The Mohegan Retirement and 401(k) Plan assets move in 2023?
The Mohegan Retirement and 401(k) Plan grew sharply - up 19.3% during 2023, from $369M to $440M. Reported net income was $71M.
How have The Mohegan Tribe of Indians of Connecticut plan assets changed over time?
Across 3 plan years on file (2022-2024), The Mohegan Tribe of Indians of Connecticut's sponsor-wide assets grew 35.7%, from $369M to $500M.
Where does The Mohegan Retirement and 401(k) Plan rank by assets among Form 5500 filers?
The Mohegan Retirement and 401(k) Plan ranks in the 97th 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 401(k) plans are similar in size to The Mohegan Retirement and 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is De Lage Landen Financial Services, Inc. Retirement Savings Plan in PA ($440M, 1,523 participants).

Filing takeaways

Ways to act on The Mohegan Retirement and 401(k) Plan's numbers.