Money Purchase · DOL Form 5500 · 2024

Mbia Inc. Money Purchase Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
60
Participants Small participant base
92nd
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Mbia Inc. Employees Pension Plan · Sponsored by Mbia Inc. · New York · Finance & Insurance

$138M in assets, 60 participants

Mbia Inc.'s Mbia Inc. Employees Pension Plan reported $138M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,532 in Finance & Insurance (8,549 peers)

Where Mbia Inc. Employees Pension Plan sits by assets

Mbia Inc. Employees Pension Plan sits in the top 10% of all filed plans by assets, $138M for 60 participants (~$2.3M/participant), up 9.6% in 2024.

#7,532
in Finance & Insurance (8,549 peers)
+9.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Mbia Inc. Employees Pension Plan's outsized position by total assets

Mbia Inc. Employees Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$137,626,874 Top 8% higher than 92% of 123,620 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 2024

Mbia Inc. Employees Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mbia Inc. Employees Pension Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mbia Inc. Employees Pension Plan reported net income rose from $4M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Mbia Inc. Employees Pension Plan end-of-year assets rose from $126M in the plan year 2023 filing to $138M in the plan year 2024 filing.
  • Mbia Inc. Employees Pension Plan reported participants fell from 64 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 061185706 · Mbia Inc. PY 2024 · Money Purchase

Mbia Inc. Employees Pension Plan · $138M · 60 · 92nd

  • EBSA $138M
  • EBSA 60
  • EBSA 92nd
  • EBSA Money Purchase
  • EBSA near Bergelectric Corporation Money Purchase Pension Plan
  • EBSA ind #7532

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 →

Mbia Inc. Employees Pension Plan in the asset neighbourhood

Bergelectric Corporation Money Purchase Pension PlanBergelectric Corporation Mon…$138MMbia Inc. Employees Pension PlanMbia Inc. Employees Pension …$138MIBEW Local 531 & NECA Money Purchase Pension PlanIBEW Local 531 & NECA Money …$137MIBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local No 640 & Az Chapt…$137MRoofers Union Local 33 No. Thrift FundRoofers Union Local 33 No. T…$136M
End-of-year total assets ($M) among Mbia Inc. Employees Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$138M
Net Income$12M
Employer EIN061185706
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mbia Inc.)

Sponsor-wide plan assets over time

All Mbia Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$288M 16.902848724739957% vs 2022
2024 filing year
$240M$260M$280M$300M 202220232024 $247M $288M ▲ +16.9%
Year Plans Participants Total Assets
2022 2 174 $247M
2023 2 128 $263M
2024 2 120 $288M

Nearby Money Purchase Plans in New York

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

Mbia Inc. Employees Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Mbia Inc. Employees Pension Plan, Total assets ($B): 0.137626874 · Participants: 60Mbia Inc. Employees Pension PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Mbia Inc. Employees Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Mbia Inc. Employees Pension Plan side-by-side with 3 peers →

Mbia Inc. Employees Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Bergelectric Corporation Money Purchase Pension Plan in CA ($138M); by covered participants it is Gtcr Retirement Plan in IL (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mbia Inc. Employees Pension Plan assets move in 2024? ▼
Mbia Inc. Employees Pension Plan grew at a solid clip - up 9.6% during 2024, from $126M to $138M. Reported net income was $12M.
How have Mbia Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mbia Inc.'s sponsor-wide assets grew 16.9%, from $247M to $288M.
Where does Mbia Inc. Employees Pension Plan rank by assets among Form 5500 filers? ▼
Mbia Inc. Employees Pension Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Mbia Inc. Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Bergelectric Corporation Money Purchase Pension Plan in CA ($138M, 2,204 participants).
Which Money Purchase plans cover a similar participant headcount to Mbia Inc. Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Gtcr Retirement Plan in IL (60 participants, $45M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061185706.

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.