Defined Benefit (Pension) · DOL Form 5500 · 2023

Utica Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$367M
Total assets Above avg plan size
275
Participants Below avg headcount
97th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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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.

  • #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.

#8,374
in Finance & Insurance (8,869 peers)
+10.9%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Retirement Income Plan of Utica Mutual Insurance Company's outsized position 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

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

Retirement Income Plan of Utica Mutual Insurance Company among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Income Plan of Utica Mutual Insurance Company sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 150476880 · Utica Mutual Insurance Company PY 2023 · Defined Benefit (Pension)

Retirement Income Plan of Utica Mutual Insurance Company · $367M · 275 · 97th

  • SCH $367M
  • SCH 275
  • SCH 97th
  • SCH Defined Benefit (Pension)
  • SCH near The Restated Ag Processing Inc Retirement Plan
  • SCH ind #8374

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 New York →

Retirement Income Plan of Utica Mutual Insurance Company in the asset neighbourhood

Local No. 863 Pension Plan$369MThe Restated Ag Processing Inc Retirement PlanThe Restated Ag Processing I…$368MRetirement Income Plan of Utica Mutual Insurance CompanyRetirement Income Plan of Ut…$367MSheet Metal Workers' Local 10 Pension FundSheet Metal Workers' Local 1…$366MRetirement Income Plan for the Employees of National Railroad Passenger CorporationRetirement Income Plan for t…$365M
End-of-year total assets ($M) among Retirement Income Plan of Utica Mutual Insurance Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$331M
Net Assets (End of Year)$367M
Net Income$36M
Employer EIN150476880
Plan Effective Date1929-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utica Mutual Insurance Company)

Sponsor-wide plan assets over time

All Utica Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$723M 18.800677678802018% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $608M $723M ▲ +18.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Income Plan of Utica Mutual Insurance Company, Total assets ($B): 0.366999603 · Participants: 275Retirement Income Plan of Utica Mutual Insurance CompanyIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Retirement Income Plan of Utica Mutual Insurance Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Income Plan of Utica Mutual Insurance Company side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is The Restated Ag Processing Inc Retirement Plan in NE ($368M); by covered participants it is Stamford Health System Retirement Income Plan in CT (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Income Plan of Utica Mutual Insurance Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Stamford Health System Retirement Income Plan in CT (275 participants, $504K 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 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.