401(k) · DOL Form 5500 · 2024

Mutual Benefit Insurance Company 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
111
Participants Small participant base
77th
Percentile by assets National rank
$269,733
Avg per participant High balance/head
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Official DOL plan name: Mutual Benefit Insurance Company 401(k) Plan · Sponsored by Mutual Benefit Insurance Company · Pennsylvania · Finance & Insurance

$30M in assets, 111 participants

Mutual Benefit Insurance Company's Mutual Benefit Insurance Company 401(k) Plan reported $30M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,532 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Mutual Benefit Insurance Company 401(k) Plan covers 111 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $30M.

#5,532
in Finance & Insurance (8,549 peers)
+10.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mutual Benefit Insurance Company 401(k) Plan's outsized position by total assets

Mutual Benefit Insurance Company 401(k) Plan vs every filed plan by assets

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

$29,940,323 Top 23% higher than 77% 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

Mutual Benefit Insurance Company 401(k) 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. Mutual Benefit Insurance Company 401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mutual Benefit Insurance Company 401(k) Plan reported participants fell from 144 in the plan year 2023 filing to 111 in the plan year 2024 filing.
  • Mutual Benefit Insurance Company 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 236200024 · Mutual Benefit Insurance Company PY 2024 · 401(k)

Mutual Benefit Insurance Company 401(k) Plan · $30M · 111 · 77th

  • NET $30M
  • BOOK 111
  • VS-ST 77th
  • BOY 401(k)
  • SCH near Lafayette Federal Credit Union 401(k) Plan
  • EBSA ind #5532

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 Pennsylvania →

Mutual Benefit Insurance Company 401(k) Plan in the asset neighbourhood

Mutual Benefit Insurance Company 401(k) PlanMutual Benefit Insurance Com…$30MLafayette Federal Credit Union 401(k) PlanLafayette Federal Credit Uni…$30MCt Spring & Stamping Corporation 401(k) Profit Sharing PlanCt Spring & Stamping Corpora…$30MFlorida Realtors 401(k) Plan$30MVillage Associates Inc. 401(k) Plan and TrustVillage Associates Inc. 401(…$30M
End-of-year total assets ($M) among Mutual Benefit Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN236200024
Plan Effective Date1992-08-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual Benefit Insurance Company)

Sponsor-wide plan assets over time

All Mutual Benefit Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$30M 44.55712378645946% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $54M $29.9M ▼ -44.6%
Year Plans Participants Total Assets
2022 2 203 $54M
2023 2 197 $57M
2024 1 111 $30M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mutual Benefit Insurance Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Mutual Benefit Insurance Company 401(k) Plan, Total assets ($B): 0.029940323 · Participants: 111Mutual Benefit Insurance Company 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Mutual Benefit Insurance Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mutual Benefit Insurance Company 401(k) Plan side-by-side with 3 peers →

Mutual Benefit Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lafayette Federal Credit Union 401(k) Plan in MD ($30M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Mutual Benefit Insurance Company 401(k) Plan assets move in 2024? ▼
Mutual Benefit Insurance Company 401(k) Plan grew at a solid clip - up 10.6% during 2024, from $27M to $30M. Reported net income was $3M.
How have Mutual Benefit Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual Benefit Insurance Company's sponsor-wide assets declined 44.6%, from $54M to $30M.
Where does Mutual Benefit Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Mutual Benefit Insurance Company 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mutual Benefit Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lafayette Federal Credit Union 401(k) Plan in MD ($30M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Mutual Benefit Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M 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 236200024.

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.