Defined Benefit (Pension) · DOL Form 5500 · 2024
Equitable Holdings, Inc Pension Plan
Data updated 2026-08-11
- $201M
- Total assets
- 177
- Participants
- 94th
- Percentile by assets
- $1.1M
- Avg per participant
Official DOL plan name: Mony Life Retirement Income Security Plan for Employees · Sponsored by Equitable Holdings, Inc · New York · Finance & Insurance
$201M in assets, 177 participants
Equitable Holdings, Inc's Mony Life Retirement Income Security Plan for Employees reported $201M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #7,772 in Finance & Insurance (8,549 peers)
Coverage in New York
Mony Life Retirement Income Security Plan for Employees covers 177 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $201M.
- $201M
- total plan assets (2024 EOY)
- 177
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $1.1M
- avg assets per participant
The plan reported a net loss of $10M 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
- Mony Life Retirement Income Security Plan for Employees reported net income fell from -$5M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
- Mony Life Retirement Income Security Plan for Employees reported participants fell from 187 in the plan year 2023 filing to 177 in the plan year 2024 filing.
- Mony Life Retirement Income Security Plan for Employees end-of-year assets fell from $210M in the plan year 2023 filing to $201M in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Mony Life Retirement Income Security Plan for Employees reports 177 participants - about 22% of that state average ($201M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $210M |
|---|---|
| Net Assets (End of Year) | $195M |
| Net Income | -$10M |
| Employer EIN | 900226248 |
| Plan Effective Date | 1946-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Equitable Holdings, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $213M |
| 2023 | 1 | 187 | $210M |
| 2024 | 1 | 177 | $201M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Mony Life Retirement Income Security Plan for Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Mony Life Retirement Income Security Plan for Employees by total assets, not by location.
- United Asso Journeymen & Apprnc Pension Fund (FL) $201M · 810
- Spire Missouri Employees' Retirement Plan (MO) $201M · 2,045
- Unite Here Health Staff Pension Plan (IL) $202M · 397
- Mw&e Cash Balance Plan (IL) $201M · 271
Frequently Asked Questions
How did Mony Life Retirement Income Security Plan for Employees assets move in 2024? ▼
How have Equitable Holdings, Inc plan assets changed over time? ▼
Where does Mony Life Retirement Income Security Plan for Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Mony Life Retirement Income Security Plan for Employees? ▼
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Filing takeaways
Ways to act on Mony Life Retirement Income Security Plan for Employees's numbers.
- By total assets, Mony Life Retirement Income Security Plan for Employees ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Equitable Holdings, Inc's sponsor-wide assets have declined 5.4% since 2022 across 3 plan years on file. More Finance & Insurance plans