Defined Benefit (Pension) · DOL Form 5500 · 2023

Utica Mutual Insurance Company Pension Plan

Data updated 2026-08-11

$367M
Total assets: 275
Participants: 97th
Percentile by assets: $1.3M
Avg per participant

Official DOL plan name: Retirement Income Plan of Utica Mutual Insurance Company · Sponsored by Utica Mutual Insurance Company · New York · Finance & Insurance

$367M in assets, 275 participants

Utica Mutual Insurance Company's Retirement Income Plan of Utica Mutual Insurance Company reported $367M in total assets and 275 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)
#8,374 in Finance & Insurance (8,869 peers)

Coverage in New York

Retirement Income Plan of Utica Mutual Insurance Company covers 275 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $367M.

$367M
total plan assets (2023 EOY): 275
covered participants: 97th
percentile by assets (of 127,072 plans): $1.3M
avg assets per participant

Where Retirement Income Plan of Utica Mutual Insurance Company sits by total assets

Retirement Income Plan of Utica Mutual Insurance Company vs every filed plan by assets

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

$366,999,603 Top 3% higher than 97% 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

Retirement Income Plan of Utica Mutual Insurance Company reported net income rose from -$129M in the plan year 2022 filing to $36M in the plan year 2023 filing.
Retirement Income Plan of Utica Mutual Insurance Company reported participants fell from 320 in the plan year 2022 filing to 275 in the plan year 2023 filing.
Retirement Income Plan of Utica Mutual Insurance Company end-of-year assets rose from $331M in the plan year 2022 filing to $367M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Retirement Income Plan of Utica Mutual Insurance Company reports 275 participants - about 34% of that state average ($367M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$331M
Net Assets (End of Year)	$367M
Net Income	$36M
Employer EIN	150476880
Plan Effective Date	1929-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Utica Mutual Insurance Company)

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 Defined Benefit (Pension) Plans in New York

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

Retirement Income Plan of Utica Mutual Insurance Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Retirement Income Plan of Utica Mutual I… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Income Plan of Utica Mutual Insurance Company by total assets, not by location.

The Restated Ag Processing Inc Retirement Plan (NE) $368M · 1,113
Sheet Metal Workers' Local 10 Pension Fund (MN) $366M · 2,612
Local No. 863 Pension Plan (NJ) $369M · 40
Retirement Income Plan for the Employees of National Railroad Passenger Corporation (DC) $365M · 1,125

Frequently Asked Questions

How did Retirement Income Plan of Utica Mutual Insurance Company assets move in 2023? ▼

Retirement Income Plan of Utica Mutual Insurance Company grew at a solid clip - up 10.9% during 2023, from $331M to $367M. Reported net income was $36M.

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 Retirement Income Plan of Utica Mutual Insurance Company rank by assets among Form 5500 filers? ▼

Retirement Income Plan of Utica Mutual Insurance Company 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 Defined Benefit (Pension) plans are similar in size to Retirement Income Plan of Utica Mutual Insurance Company? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is The Restated Ag Processing Inc Retirement Plan in NE ($368M, 1,113 participants).

Next read for Retirement Income Plan of Utica Mutual I…

Filing takeaways

Ways to act on Retirement Income Plan of Utica Mutual Insurance Company's numbers.

By total assets, Retirement Income Plan of Utica Mutual Insurance Company ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) 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.