Defined Benefit (Pension) · DOL Form 5500 · 2024
Equitable Holdings, Inc Pension Plan
Data updated 2026-08-25
- $201M
- Total assets Near avg plan size
- 177
- Participants Small participant base
- 94th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
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.
- #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.
- #7,772
- in Finance & Insurance (8,549 peers)
- -4.1%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
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.
Mony Life Retirement Income Security Plan for Employees's outsized position by total assets
Mony Life Retirement Income Security Plan for Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$201,441,810 Top 6% higher than 94% 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
Mony Life Retirement Income Security Plan for Employees 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. Mony Life Retirement Income Security Plan for Employees sits mid-pack in the medium band (177 participants).
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.
Published 5500 schedule card
Filing strip 900226248 · Equitable Holdings, Inc PY 2024 · Defined Benefit (Pension)
Mony Life Retirement Income Security Plan for Employees · $201M · 177 · 94th
- RANK $201M
- RANK 177
- RANK 94th
- RANK Defined Benefit (Pension)
- RANK near United Asso Journeymen & Apprnc Pension Fund
- RANK ind #7772
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 New York →
Mony Life Retirement Income Security Plan for Employees in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Equitable Holdings, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $201M 5.420480384614415% vs 2022
- 2024 filing year
| 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.
- 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
Mony Life Retirement Income Security Plan for Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is United Asso Journeymen & Apprnc Pension Fund in FL ($201M); by covered participants it is Jrmb II Pension Plan in OK (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($201M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (177 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.