401(k) · DOL Form 5500 · 2024

Utica Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$348M
Total assets Above avg plan size
1,407
Participants Near avg headcount
96th
Percentile by assets National rank
$247,171
Avg per participant Above avg balance/head
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Official DOL plan name: Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan · Sponsored by Utica Mutual Insurance Company · New York · Finance & Insurance

$348M in assets, 1,407 participants

Utica Mutual Insurance Company's Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan reported $348M in total assets and 1,407 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,005 in Finance & Insurance (8,549 peers)

Where Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan sits by assets

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan sits in the top 5% of all filed plans by assets, $348M for 1,407 participants (~$247,171/participant), up 8.4% in 2024.

#8,005
in Finance & Insurance (8,549 peers)
+8.4%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan's outsized position by total assets

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan vs every filed plan by assets

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

$347,770,231 Top 4% higher than 96% 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

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan lands in the large band (1,407 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan reported net income fell from $43M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan end-of-year assets rose from $321M in the plan year 2023 filing to $348M in the plan year 2024 filing.
  • Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan reported participants rose from 1,329 in the plan year 2023 filing to 1,407 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 150476880 · Utica Mutual Insurance Company PY 2024 · 401(k)

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan · $348M · 1,407 · 96th

  • EOY $348M
  • EOY 1,407
  • EOY 96th
  • EOY 401(k)
  • EOY near Summit Medical Group, PLLC 401(k) Profit Sharing Plan
  • EOY ind #8005

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 →

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan in the asset neighbourhood

Eversana 401(k) Plan$348MC1 401(k) Plan$348MSummit Medical Group, PLLC 401(k) Profit Sharing PlanSummit Medical Group, PLLC 4…$348MUtica Mutual Insurance Company Employee Profit Sharing and Investment PlanUtica Mutual Insurance Compa…$348MArmanino Advisory LLC 401(k) Profit Sharing PlanArmanino Advisory LLC 401(k)…$347M
End-of-year total assets ($M) among Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$321M
Net Assets (End of Year)$348M
Net Income$27M
Employer EIN150476880
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utica Mutual Insurance Company)

Sponsor-wide plan assets over time

All Utica Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$723M 18.800677678802018% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $608M $723M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 1,608 $608M
2023 2 1,604 $688M
2024 2 1,647 $723M

Nearby 401(k) Plans in New York

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

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan, Total assets ($B): 0.347770231 · Participants: 1407Utica Mutual Insurance Company Employee Profit Sharing and Investment PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan side-by-side with 3 peers →

Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Summit Medical Group, PLLC 401(k) Profit Sharing Plan in TN ($348M); by covered participants it is The Western Union Company Incentive Savings Plan in CO (1,407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($348M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,407 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 Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan assets move in 2024? ▼
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan grew at a solid clip - up 8.4% during 2024, from $321M to $348M. Reported net income was $27M.
How have Utica Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utica Mutual Insurance Company's sponsor-wide assets grew 18.8%, from $608M to $723M.
Where does Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan rank by assets among Form 5500 filers? ▼
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Medical Group, PLLC 401(k) Profit Sharing Plan in TN ($348M, 1,601 participants).
Which 401(k) plans cover a similar participant headcount to Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Western Union Company Incentive Savings Plan in CO (1,407 participants, $447M 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 150476880.

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.