401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$440M
Total assets Above avg plan size
6,534
Participants Above avg headcount
97th
Percentile by assets National rank
$67,334
Avg per participant Below avg balance/head
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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.

  • #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.

#2,918
in Arts, Entertainment & Recreation (2,945 peers)
+19.3%
assets growth YoY
4.4×
vs typical plan assets (national mean)

The Mohegan Retirement and 401(k) Plan's outsized position by total assets

The Mohegan Retirement and 401(k) Plan vs every filed plan by assets

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

$439,958,896 Top 3% higher than 97% 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 Mohegan Retirement and 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mohegan Retirement and 401(k) Plan lands in the large band (6,534 participants).

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 →

Form 5500 schedule snapshot

Filing strip 061436334 · The Mohegan Tribe of Indians of Connecticut PY 2023 · 401(k)

The Mohegan Retirement and 401(k) Plan · $440M · 6,534 · 97th

  • PHOTO $440M
  • PHOTO 6,534
  • PHOTO 97th
  • PHOTO 401(k)
  • PHOTO near De Lage Landen Financial Services, Inc. Retirement Savings Plan
  • PHOTO ind #2918

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 Arts, Entertainment & Recreation retirement plans → · Plans in Connecticut →

The Mohegan Retirement and 401(k) Plan in the asset neighbourhood

Farm Bureau 401(k) Savings PlanFarm Bureau 401(k) Savings P…$441MMercury Employees Retirement Investment TrustMercury Employees Retirement…$440MThe Mohegan Retirement and 401(k) PlanThe Mohegan Retirement and 4…$440MDe Lage Landen Financial Services, Inc. Retirement Savings PlanDe Lage Landen Financial Ser…$440MPilot Travel Centers LLC 401(k) PlanPilot Travel Centers LLC 401…$439M
End-of-year total assets ($M) among The Mohegan Retirement and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All The Mohegan Tribe of Indians of Connecticut plans reported in each filing year

Latest sponsor-wide plan assets
$500M 35.660550197206305% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $369M $500M ▲ +35.7%
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 Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants The Mohegan Retirement and 401(k) Plan, Total assets ($B): 0.439958896 · Participants: 6534The Mohegan Retirement and 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
The Mohegan Retirement and 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Mohegan Retirement and 401(k) Plan side-by-side with 3 peers →

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:

The Mohegan Retirement and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is De Lage Landen Financial Services, Inc. Retirement Savings Plan in PA ($440M); by covered participants it is National Heritage Academies, Inc. Retirement Savings Plan in MI (6,534 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($440M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,534 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 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).
Which 401(k) plans cover a similar participant headcount to The Mohegan Retirement and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Heritage Academies, Inc. Retirement Savings Plan in MI (6,534 participants, $265M 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 061436334.

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.