PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MUTUAL ASSURANCE SOCIETY OF VIRGINIA
Sponsor portfolioTH

MUTUAL ASSURANCE SOCIETY OF VIRGINIA

EIN 54-0313250-insurance-Latest filing 2025
Plans
2
Retirement
2
$22.4M assets
Welfare
0
Participants
115
PO BOX 6927 - RICHMOND, VA 23230804-355-1794mutual-assurance.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#002401k-$12.2M - 50 part#001TraditionalDB-$10.2M - 65 part

Retirement portfolio analytics

2 plans aggregated / $22.4M assets / 115 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • VIRGINIA EMPLOYEE 401(K) (#002)54%
  • EMPLOYEES RETIREMENT PLAN (#001)46%
Total $22.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#001)65
  • VIRGINIA EMPLOYEE 401(K) (#002)50
Total 115Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MUTUAL ASSURANCE SOCIETY OF VIRGINIA EMPLOYEE 401(K) PLAN

401k

Assets$12.2M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MUTUAL ASSURANCE SOCIETY OF VIRGINIA EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$10.2M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MUTUAL ASSURANCE SOCIETY OF VIRGINIA EMPLOYEE 401(K) PLAN401k$12.2M502025
001MUTUAL ASSURANCE SOCIETY OF VIRGINIA EMPLOYEES RETIREMENT PLANTraditionalDB$10.2M652024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica