Defined Benefit (Pension) · DOL Form 5500 · 2023

Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 33
Participants Small participant base: 66th
Percentile by assets National rank: $438,067
Avg per participant High balance/head

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Official DOL plan name: Mutual Trust Life Insurance Company Pension Plan · Sponsored by Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro · Illinois · Finance & Insurance

$14M in assets, 33 participants

Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro's Mutual Trust Life Insurance Company Pension Plan reported $14M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#4,574 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Mutual Trust Life Insurance Company Pension Plan holds $14M for 33 participants - about $438,067 per participant, above the median plan by assets.

#4,574
in Finance & Insurance (8,869 peers): -1.5%
assets change YoY

The plan reported a net loss of $218K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mutual Trust Life Insurance Company Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Mutual Trust Life Insurance Company Pension Plan vs every filed plan by assets

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

$14,456,201 Top 34% higher than 66% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mutual Trust Life Insurance Company Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mutual Trust Life Insurance Company Pension Plan is a small filing (33 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mutual Trust Life Insurance Company Pension Plan reported net income rose from -$4M in the plan year 2022 filing to -$218K in the plan year 2023 filing.
Mutual Trust Life Insurance Company Pension Plan end-of-year assets fell from $15M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 361516780 · Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro PY 2023 · Defined Benefit (Pension)

Mutual Trust Life Insurance Company Pension Plan · $14M · 33 · 66th

BOOK $14M
BOOK 33
BOOK 66th
BOOK Defined Benefit (Pension)
BOOK near Mott Macdonald Defined Benefit Pension Plan
BOOK ind #4574

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 Illinois →

End-of-year total assets ($M) among Mutual Trust Life Insurance Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	N/A
Net Income	-$218K
Employer EIN	361516780
Plan Effective Date	1960-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro)

Latest sponsor-wide plan assets: $14M 1.4843651878009954% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	33	$15M
2023	1	33	$14M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Mutual Trust Life Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
John Deere Pension Plan for Salaried Employees $8.0B · 16,346
Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382

Compare Mutual Trust Life Insurance Company Pension Plan side-by-side with 3 peers →

Mutual Trust Life Insurance Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Mott Macdonald Defined Benefit Pension Plan in NJ ($14M); by covered participants it is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Mott Macdonald Defined Benefit Pension Plan (NJ) $14M · 36
Meadville Forging Company Uswa Pension Plan (PA) $14M · 50
The Defined Benefit Plan of United Way of Greater St. Louis Inc. (MO) $14M · 38
Allen Health Systems, Inc. Retirement Income Plan (IA) $14M · 362

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

Vermont Gas Systems, Inc. Retirement Plan (VT) 33 · 0 off
Employees' Retirement Plan of Centrus Energy Corp. (MD) 33 · 0 off
Merged Utu and Greenbrier Pension Plan (FL) 33 · 0 off
Excavators Union Local 731 Fund Employees Pension Plan (NY) 33 · 0 off

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 Mutual Trust Life Insurance Company Pension Plan assets move in 2023? ▼

Mutual Trust Life Insurance Company Pension Plan edged down modestly - down 1.5% during 2023, from $15M to $14M. Reported net income was -$218K.

How have Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Mutual Trust Life Insurance Company, a Pan-American Life Insurance Gro's sponsor-wide assets declined 1.5%, from $15M to $14M.

Which Defined Benefit (Pension) plans are similar in size to Mutual Trust Life Insurance Company Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Mott Macdonald Defined Benefit Pension Plan in NJ ($14M, 36 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Mutual Trust Life Insurance Company Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants, $18M 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 361516780.