Defined Benefit (Pension) · DOL Form 5500 · 2023
Mutual of America Life Insurance Co Pension Plan
Data updated 2026-08-25
- $297M
- Total assets Near avg plan size
- 873
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $339,748
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Mutual of America Life Insurance Co · Sponsored by Mutual of America Life Insurance Co · New York · Finance & Insurance
$297M in assets, 873 participants
Mutual of America Life Insurance Co's Retirement Plan for Employees of Mutual of America Life Insurance Co reported $297M in total assets and 873 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,297 in Finance & Insurance (8,869 peers)
Where Retirement Plan for Employees of Mutual of America Life Insurance Co sits by assets
Retirement Plan for Employees of Mutual of America Life Insurance Co sits in the top 5% of all filed plans by assets, $297M for 873 participants (~$339,748/participant), up 6.4% in 2023.
- #8,297
- in Finance & Insurance (8,869 peers)
- +6.4%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Retirement Plan for Employees of Mutual of America Life Insurance Co's outsized position by total assets
Retirement Plan for Employees of Mutual of America Life Insurance Co vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$296,599,881 Top 4% higher than 96% 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 Plan for Employees of Mutual of America Life Insurance Co 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 Plan for Employees of Mutual of America Life Insurance Co sits mid-pack in the medium band (873 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Mutual of America Life Insurance Co reported net income rose from -$115M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Retirement Plan for Employees of Mutual of America Life Insurance Co reported participants fell from 970 in the plan year 2022 filing to 873 in the plan year 2023 filing.
- Retirement Plan for Employees of Mutual of America Life Insurance Co end-of-year assets rose from $279M in the plan year 2022 filing to $297M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 131614399 · Mutual of America Life Insurance Co PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of Mutual of America Life Insurance Co · $297M · 873 · 96th
- PCT $297M
- PCT 873
- PCT 96th
- PCT Defined Benefit (Pension)
- PCT near Galileo & Worldspan U.S. Legacy Pension Plan
- PCT ind #8297
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 Plan for Employees of Mutual of America Life Insurance Co in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $279M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | $18M |
| Employer EIN | 131614399 |
| Plan Effective Date | 1945-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mutual of America Life Insurance Co)
Sponsor-wide plan assets over time
All Mutual of America Life Insurance Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $709M 6.5579561459703175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,943 | $665M |
| 2023 | 2 | 1,863 | $708M |
| 2024 | 2 | 1,869 | $709M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Retirement Plan for Employees of Mutual of America Life Insurance Co's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Galileo & Worldspan U.S. Legacy Pension Plan in GA ($296M); by covered participants it is Retirement Plan B for Employees of American Crystal Sugar Company in MN (873 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($297M here).
Similar participant headcount
Nearest other-state filings by covered participants (873 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.