Other · DOL Form 5500 · 2023

Mutual of America Life Insurance Company Savings Plan Retirement Plan

Data updated 2026-08-11

$411M
Total assets
990
Participants
97th
Percentile by assets
$415,353
Avg per participant
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Official DOL plan name: Mutual of America Life Insurance Company Savings Plan · Sponsored by Mutual of America Life Insurance Company Savings Plan · New York · Finance & Insurance

$411M in assets, 990 participants

Mutual of America Life Insurance Company Savings Plan's Mutual of America Life Insurance Company Savings Plan reported $411M in total assets and 990 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)
  • #8,414 in Finance & Insurance (8,869 peers)

Where Mutual of America Life Insurance Company Savings Plan sits by assets

Mutual of America Life Insurance Company Savings Plan sits in the top 5% of all filed plans by assets, $411M for 990 participants (~$415,353/participant), up 6.5% in 2023.

$411M
total plan assets (2023 EOY)
990
covered participants
97th
percentile by assets (of 127,072 plans)
$415,353
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mutual of America Life Insurance Company Savings Plan reported net income rose from -$84M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Mutual of America Life Insurance Company Savings Plan end-of-year assets rose from $386M in the plan year 2022 filing to $411M in the plan year 2023 filing.
  • Mutual of America Life Insurance Company Savings Plan reported participants rose from 973 in the plan year 2022 filing to 990 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Mutual of America Life Insurance Company Savings Plan vs the 2023 asset distribution

By assets, Mutual of America Life Insurance Company Savings Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$386M
Net Assets (End of Year)$411M
Net Income$25M
Employer EIN131614399
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual of America Life Insurance Company Savings Plan)

$660M$680M$700M$720M 202220232024 $665M $709M ▲ +6.6%
Total plan assets by year, all Mutual of America Life Insurance Company Savings Plan plans on file
Year Plans Participants Total Assets
2022 2 1,943 $665M
2023 2 1,863 $708M
2024 2 1,869 $709M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Mutual of America Life Insurance Company Savings Plan vs. nearby Other plans in New York, assets vs. participants

Mutual of America Life Insurance Company Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Mutual of America Li…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Mutual of America Life Insurance Company Savings Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Mutual of America Life Insurance Company Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Mutual of America Life Insurance Company Savings Plan assets move in 2023?
Mutual of America Life Insurance Company Savings Plan grew at a solid clip - up 6.5% during 2023, from $386M to $411M. Reported net income was $25M.
How have Mutual of America Life Insurance Company Savings Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Mutual of America Life Insurance Company Savings Plan's sponsor-wide assets grew 6.6%, from $665M to $709M.
Where does Mutual of America Life Insurance Company Savings Plan rank by assets among Form 5500 filers?
Mutual of America Life Insurance Company Savings Plan 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 Other plans are similar in size to Mutual of America Life Insurance Company Savings Plan?
Among Other plans in other states, the closest by assets is Children's Medical Center of Dallas Employee Savings Plan 401(a)Component in TX ($413M, 8,601 participants).

Next read for Mutual of America Life Insurance Company…

Scale reading

Ways to act on Mutual of America Life Insurance Company Savings Plan's numbers.

  • By total assets, Mutual of America Life Insurance Company Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • Mutual of America Life Insurance Company Savings Plan's sponsor-wide assets have grown 6.6% since 2022 across 3 plan years on file. More Finance & Insurance plans