Defined Benefit (Pension) · DOL Form 5500 · 2024
Utica Mutual Insurance Company Pension Plan
Data updated 2026-08-25
- $375M
- Total assets Above avg plan size
- 240
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Retirement Income Plan of Utica Mutual Insurance Company · Sponsored by Utica Mutual Insurance Company · New York · Finance & Insurance
$375M in assets, 240 participants
Utica Mutual Insurance Company's Retirement Income Plan of Utica Mutual Insurance Company reported $375M in total assets and 240 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.
- #8,034 in Finance & Insurance (8,549 peers)
Coverage in New York
Retirement Income Plan of Utica Mutual Insurance Company covers 240 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $375M.
- #8,034
- in Finance & Insurance (8,549 peers)
- +2.2%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Retirement Income Plan of Utica Mutual Insurance Company's outsized position by total assets
Retirement Income Plan of Utica Mutual Insurance Company vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$375,041,521 Top 4% higher than 96% 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
Retirement Income Plan of Utica Mutual Insurance Company 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. Retirement Income Plan of Utica Mutual Insurance Company sits mid-pack in the medium band (240 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Income Plan of Utica Mutual Insurance Company reported net income fell from $36M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Retirement Income Plan of Utica Mutual Insurance Company reported participants fell from 275 in the plan year 2023 filing to 240 in the plan year 2024 filing.
- Retirement Income Plan of Utica Mutual Insurance Company end-of-year assets rose from $367M in the plan year 2023 filing to $375M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 150476880 · Utica Mutual Insurance Company PY 2024 · Defined Benefit (Pension)
Retirement Income Plan of Utica Mutual Insurance Company · $375M · 240 · 96th
- VS-ST $375M
- VS-ST 240
- VS-ST 96th
- VS-ST Defined Benefit (Pension)
- VS-ST near Nrg Pension Plan for Bargained Employees
- VS-ST ind #8034
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 →
Retirement Income Plan of Utica Mutual Insurance Company in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $367M |
|---|---|
| Net Assets (End of Year) | $375M |
| Net Income | $8M |
| Employer EIN | 150476880 |
| Plan Effective Date | 1929-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,608 | $608M |
| 2023 | 2 | 1,604 | $688M |
| 2024 | 2 | 1,647 | $723M |
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
Retirement Income Plan of Utica Mutual Insurance Company's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Nrg Pension Plan for Bargained Employees in NJ ($375M); by covered participants it is Retirement Plan for Hourly Employees of Mersen USA in NJ (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($375M here).
- Nrg Pension Plan for Bargained Employees (NJ) $375M · 135
- The Arxada Consolidated Pension Plan (NJ) $376M · 211
- Fmc Technologies, Inc. Employees' Retirement Program (TX) $374M · 340
- International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund (MO) $373M · 1,337
Similar participant headcount
Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.
- Retirement Plan for Hourly Employees of Mersen USA (NJ) 240 · 0 off
- Avaya Pension Plan (NJ) 240 · 0 off
- Pension Plan for International Officers, Representatives and Assistants of the Intl Brotherhood of Electrical Workers (DC) 240 · 0 off
- Horne Brothers Construction, Inc. Cash Balance Pension Plan (NC) 241 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.