Money Purchase · DOL Form 5500 · 2024
The National Mutual Insurance Company Money Purchase Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 171
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $137,069
- Avg per participant Near avg balance/head
Official DOL plan name: The National Mutual Insurance Company Money Purchase Pension Plan · Sponsored by The National Mutual Insurance Company · Ohio · Finance & Insurance
$23M in assets, 171 participants
The National Mutual Insurance Company's The National Mutual Insurance Company Money Purchase Pension Plan reported $23M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,073 in Finance & Insurance (8,549 peers)
Coverage in Ohio
The National Mutual Insurance Company Money Purchase Pension Plan covers 171 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $23M.
- #5,073
- in Finance & Insurance (8,549 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The National Mutual Insurance Company Money Purchase Pension Plan's outsized position by total assets
The National Mutual Insurance Company Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,438,838 Top 27% higher than 73% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The National Mutual Insurance Company Money Purchase Pension Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The National Mutual Insurance Company Money Purchase Pension Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The National Mutual Insurance Company Money Purchase Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- The National Mutual Insurance Company Money Purchase Pension Plan end-of-year assets fell from $25M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- The National Mutual Insurance Company Money Purchase Pension Plan reported participants fell from 174 in the plan year 2023 filing to 171 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 344312510 · The National Mutual Insurance Company PY 2024 · Money Purchase
The National Mutual Insurance Company Money Purchase Pension Plan · $23M · 171 · 73rd
- TYPE $23M
- TYPE 171
- TYPE 73rd
- TYPE Money Purchase
- TYPE near Plumbers & Steamfitters Local 577 Annuity Plan
- TYPE ind #5073
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 Ohio →
The National Mutual Insurance Company Money Purchase Pension Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$2M |
| Employer EIN | 344312510 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The National Mutual Insurance Company)
Sponsor-wide plan assets over time
All The National Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 11.154193740034872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 363 | $48M |
| 2023 | 2 | 365 | $56M |
| 2024 | 2 | 366 | $53M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
The National Mutual Insurance Company Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Plumbers & Steamfitters Local 577 Annuity Plan in KY ($23M); by covered participants it is Educational Systems Federal Credit Union Money Purchase Plan in MD (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Plumbers & Steamfitters Local 577 Annuity Plan (KY) $23M · 338
- Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) (MI) $23M · 3,087
- Plumbers and Steamfitters Local No. 177 Pension Plan (TN) $24M · 212
- Ceramic Tile & Marble Masons Union No 18 of Missouri Pension Plan (MO) $23M · 190
Similar participant headcount
Nearest other-state filings by covered participants (171 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.