Filings through .
3 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$13K in admin expenses, $88 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 13 lines in all, holding $6.2M of the plan's $8.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual of America Intermediate Bond Fund Mutual of America · Insurance contract | $1.5M | 23.6% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract Index | $886K | 14.2% |
| Vanguard VIF Diversified Value Portfolio Vanguard · Insurance contract | $461K | 7.4% |
| Mutual of America International Fund Mutual of America · Insurance contract | $453K | 7.3% |
| Fidelity VIP Mid Cap Portfolio Fidelity (FMR) · Insurance contract | $441K | 7.1% |
| Mutual of America Mid Cap Equity Index Fund Mutual of America · Insurance contract Index | $439K | 7.0% |
| DWS Capital Growth VIP DWS · Insurance contract | $433K | 6.9% |
| Vanguard VIF Real Estate Index Portfolio Vanguard · Insurance contract Index | $413K | 6.6% |
| Vanguard VIF International Portfolio Vanguard · Insurance contract | $408K | 6.5% |
| Mutual of America US Government Money Market Fund Mutual of America · Insurance contract | $392K | 6.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 11 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 Actuarial | $13,479 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Chien-Hung Brine Lin, FSA, Cfa, Ea Mutual of America Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed August 8, 2008.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025