Defined Benefit (Pension) · DOL Form 5500 · 2023

Mutual Benefit Insurance Company Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
53
Participants Small participant base
79th
Percentile by assets National rank
$564,084
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mutual Benefit Insurance Company Retirement Plan · Sponsored by Mutual Benefit Insurance Company · Pennsylvania · Finance & Insurance

$30M in assets, 53 participants

Mutual Benefit Insurance Company's Mutual Benefit Insurance Company Retirement Plan reported $30M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,040 in Finance & Insurance (8,869 peers)

Where Mutual Benefit Insurance Company Retirement Plan sits by assets

Mutual Benefit Insurance Company Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 53 participants (~$564,084/participant), up 0.4% in 2023.

#6,040
in Finance & Insurance (8,869 peers)
+0.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mutual Benefit Insurance Company Retirement Plan's outsized position by total assets

Mutual Benefit Insurance Company Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$29,896,429 Top 21% higher than 79% of 127,068 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 2023

Mutual Benefit Insurance Company Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mutual Benefit Insurance Company Retirement Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mutual Benefit Insurance Company Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $114K in the plan year 2023 filing.
  • Mutual Benefit Insurance Company Retirement Plan reported participants fell from 58 in the plan year 2022 filing to 53 in the plan year 2023 filing.
  • Mutual Benefit Insurance Company Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 236200024 · Mutual Benefit Insurance Company PY 2023 · Defined Benefit (Pension)

Mutual Benefit Insurance Company Retirement Plan · $30M · 53 · 79th

  • EIN $30M
  • RANK 53
  • PHOTO 79th
  • IND Defined Benefit (Pension)
  • EOY near Retirement Plan for Employees of Bacardi Bottling Corporation
  • 5500 ind #6040

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 Retirement Plan in the asset neighbourhood

Twin Cities & Vicinity Conference Board Pension TrustTwin Cities & Vicinity Confe…$30MEmployees' Pension Plan of Rgc Resources, Inc.Employees' Pension Plan of R…$30MRetirement Plan for Employees of Bacardi Bottling CorporationRetirement Plan for Employee…$30MMutual Benefit Insurance Company Retirement PlanMutual Benefit Insurance Com…$30MFarm Family Employee Retirement PlanFarm Family Employee Retirem…$30M
End-of-year total assets ($M) among Mutual Benefit Insurance Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$30M
Net Income$114K
Employer EIN236200024
Plan Effective Date1952-12-31
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 Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Mutual Benefit Insurance Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Mutual Benefit Insurance Company Retirement Plan, Total assets ($B): 0.029896429 · Participants: 53Mutual Benefit Insurance Company Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Mutual Benefit Insurance Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Mutual Benefit Insurance Company Retirement Plan side-by-side with 3 peers →

Mutual Benefit Insurance Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Bacardi Bottling Corporation in FL ($30M); by covered participants it is IBEW Local 1799 Pension Fund in NY (53 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mutual Benefit Insurance Company Retirement Plan assets move in 2023? ▼
Mutual Benefit Insurance Company Retirement Plan held essentially flat - up 0.4% during 2023, from $30M to $30M. Reported net income was $114K.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Mutual Benefit Insurance Company Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Mutual Benefit Insurance Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Bacardi Bottling Corporation in FL ($30M, 61 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mutual Benefit Insurance Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local 1799 Pension Fund in NY (53 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.