Money Purchase · DOL Form 5500 · 2024
The National Mutual Insurance Company Money Purchase Plan
Data updated 2026-08-11
- $23M
- Total assets
- 171
- Participants
- 73rd
- Percentile by assets
- $137,069
- Avg per participant
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.
- 73rd percentile by assets (of 123,622 plans)
- #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.
- $23M
- total plan assets (2024 EOY)
- 171
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $137,069
- avg assets per participant
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.
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. The National Mutual Insurance Company Money Purchase Pension Plan reports 171 participants - about 22% of that state average ($23M EOY assets).
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)
| 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 National Mutual Insurance Company Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The National Mutual Insurance Company Money Purchase Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The National Mutual Insurance Company Money Purchase Pension Plan assets move in 2024? ▼
How have The National Mutual Insurance Company plan assets changed over time? ▼
Which Money Purchase plans are similar in size to The National Mutual Insurance Company Money Purchase Pension Plan? ▼
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Filing takeaways
Ways to act on The National Mutual Insurance Company Money Purchase Pension Plan's numbers.
- By total assets, The National Mutual Insurance Company Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- The National Mutual Insurance Company's sponsor-wide assets have grown 11.2% since 2022 across 3 plan years on file. More Finance & Insurance plans