401(k) · DOL Form 5500 · 2023

Utica Mutual Insurance Company 401(k) Plan

Data updated 2026-08-11

$321M
Total assets
1,329
Participants
96th
Percentile by assets
$241,301
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan · Sponsored by Utica Mutual Insurance Company · New York · Finance & Insurance

$321M in assets, 1,329 participants

Utica Mutual Insurance Company's Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan reported $321M in total assets and 1,329 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #8,329 in Finance & Insurance (8,869 peers)

Where Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan sits by assets

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan sits in the top 5% of all filed plans by assets, $321M for 1,329 participants (~$241,301/participant), up 15.6% in 2023.

$321M
total plan assets (2023 EOY)
1,329
covered participants
96th
percentile by assets (of 127,072 plans)
$241,301
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan reported net income rose from -$45M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan end-of-year assets rose from $278M in the plan year 2022 filing to $321M in the plan year 2023 filing.
  • Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan reported participants rose from 1,288 in the plan year 2022 filing to 1,329 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan vs the 2023 asset distribution

By assets, Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$278M
Net Assets (End of Year)$321M
Net Income$43M
Employer EIN150476880
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utica Mutual Insurance Company)

$550M$600M$650M$700M$750M 202220232024 $608M $723M ▲ +18.8%
Total plan assets by year, all Utica Mutual Insurance Company plans on file
Year Plans Participants Total Assets
2022 2 1,608 $608M
2023 2 1,604 $688M
2024 2 1,647 $723M

Nearby 401(k) Plans in New York

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

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Utica Mutual Insuran…IBM 401 (K) Plus PlanPfizer Savings PlanMorgan Stanley 401(k…The Pepsico Savings …The Goldman Sachs 40…
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Utica Mutual Insurance Company Employee … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan assets move in 2023? ▼
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan grew sharply - up 15.6% during 2023, from $278M to $321M. Reported net income was $43M.
How have Utica Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utica Mutual Insurance Company's sponsor-wide assets grew 18.8%, from $608M to $723M.
Where does Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan rank by assets among Form 5500 filers? ▼
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan ranks in the 96th 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 Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forrester Research, Inc. 401(k) Plan & Trust in MA ($321M, 1,484 participants).

Next read for Utica Mutual Insurance Company Employee …

Scale reading

Ways to act on Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan's numbers.

  • By total assets, Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Utica Mutual Insurance Company's sponsor-wide assets have grown 18.8% 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 150476880.

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.