401(k) · DOL Form 5500 · 2023

Medical Mutual of Ohio 401(k) Plan

Data updated 2026-08-25

$716M
Total assets Above avg plan size
2,826
Participants Above avg headcount
98th
Percentile by assets National rank
$253,185
Avg per participant Above avg balance/head
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Official DOL plan name: Medical Mutual of Ohio Employees' Retirement Savings Plan · Sponsored by Medical Mutual of Ohio · Ohio · Finance & Insurance

$716M in assets, 2,826 participants

Medical Mutual of Ohio's Medical Mutual of Ohio Employees' Retirement Savings Plan reported $716M in total assets and 2,826 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,561 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Medical Mutual of Ohio Employees' Retirement Savings Plan covers 2,826 participants in Ohio, 3.7x the typical Ohio plan (state average ~765 per filing). Assets: $716M.

#8,561
in Finance & Insurance (8,869 peers)
+17.9%
assets growth YoY
7.2×
vs typical plan assets (national mean)

Medical Mutual of Ohio Employees' Retirement Savings Plan's outsized position by total assets

Medical Mutual of Ohio Employees' Retirement Savings Plan vs every filed plan by assets

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

$715,500,906 Top 2% higher than 98% 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

Medical Mutual of Ohio Employees' Retirement Savings 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. Medical Mutual of Ohio Employees' Retirement Savings Plan lands in the large band (2,826 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medical Mutual of Ohio Employees' Retirement Savings Plan reported net income rose from -$126M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Medical Mutual of Ohio Employees' Retirement Savings Plan end-of-year assets rose from $607M in the plan year 2022 filing to $716M in the plan year 2023 filing.
  • Medical Mutual of Ohio Employees' Retirement Savings Plan reported participants rose from 2,596 in the plan year 2022 filing to 2,826 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 340648820 · Medical Mutual of Ohio PY 2023 · 401(k)

Medical Mutual of Ohio Employees' Retirement Savings Plan · $716M · 2,826 · 98th

  • EOY $716M
  • 5500 2,826
  • ASSETS 98th
  • PCT 401(k)
  • EIN near Bausch & Lomb Americas Inc. Retirement Savings Plan
  • RANK ind #8561

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 →

Medical Mutual of Ohio Employees' Retirement Savings Plan in the asset neighbourhood

Faegre Drinker Retirement Savings Plan 1Faegre Drinker Retirement Sa…$717MSchaeffler Group USA Savings Retirement PlanSchaeffler Group USA Savings…$716MMedical Mutual of Ohio Employees' Retirement Savings PlanMedical Mutual of Ohio Emplo…$716MBausch & Lomb Americas Inc. Retirement Savings PlanBausch & Lomb Americas Inc. …$715MWipro Limited 401(k) Plan$714M
End-of-year total assets ($M) among Medical Mutual of Ohio Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$607M
Net Assets (End of Year)$716M
Net Income$108M
Employer EIN340648820
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medical Mutual of Ohio)

Sponsor-wide plan assets over time

All Medical Mutual of Ohio plans reported in each filing year

Latest sponsor-wide plan assets
$799M 31.690859634448014% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $607M $799M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 2,596 $607M
2023 1 2,826 $716M
2024 1 3,049 $799M

Nearby 401(k) Plans in Ohio

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

Medical Mutual of Ohio Employees' Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Medical Mutual of Ohio Employees' Retirement Savings Plan, Total assets ($B): 0.715500906 · Participants: 2826Medical Mutual of Ohio Employees' Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Medical Mutual of Ohio Employees' Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Medical Mutual of Ohio Employees' Retirement Savings Plan side-by-side with 3 peers →

Medical Mutual of Ohio Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Bausch & Lomb Americas Inc. Retirement Savings Plan in NJ ($715M); by covered participants it is Aspire Bakeries LLC Retirement Plan in CA (2,826 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($716M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,826 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 Medical Mutual of Ohio Employees' Retirement Savings Plan assets move in 2023? ▼
Medical Mutual of Ohio Employees' Retirement Savings Plan grew sharply - up 17.9% during 2023, from $607M to $716M. Reported net income was $108M.
How have Medical Mutual of Ohio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medical Mutual of Ohio's sponsor-wide assets grew 31.7%, from $607M to $799M.
Where does Medical Mutual of Ohio Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Medical Mutual of Ohio Employees' Retirement Savings Plan ranks in the 98th 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 Medical Mutual of Ohio Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bausch & Lomb Americas Inc. Retirement Savings Plan in NJ ($715M, 4,675 participants).
Which 401(k) plans cover a similar participant headcount to Medical Mutual of Ohio Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspire Bakeries LLC Retirement Plan in CA (2,826 participants, $155M 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 340648820.

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.