401(k) · DOL Form 5500 · 2022

Donegal Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
837
Participants Near avg headcount
95th
Percentile by assets National rank
$178,540
Avg per participant Above avg balance/head
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Official DOL plan name: Donegal Mutual Insurance Company 401(k) Plan · Sponsored by Donegal Mutual Insurance Company · Pennsylvania · Finance & Insurance

$149M in assets, 837 participants

Donegal Mutual Insurance Company's Donegal Mutual Insurance Company 401(k) Plan reported $149M in total assets and 837 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,422 in Finance & Insurance (9,261 peers)

Where Donegal Mutual Insurance Company 401(k) Plan sits by assets

Donegal Mutual Insurance Company 401(k) Plan sits in the top 5% of all filed plans by assets, $149M for 837 participants (~$178,540/participant), down 16.3% in 2022.

#8,422
in Finance & Insurance (9,261 peers)
-16.3%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Donegal Mutual Insurance Company 401(k) Plan's outsized position by total assets

Donegal Mutual Insurance Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$149,437,923 Top 5% higher than 95% of 139,123 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 2022

Donegal Mutual Insurance Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donegal Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (837 participants).

Plan-year Form 5500 strip

Filing strip 231336198 · Donegal Mutual Insurance Company PY 2022 · 401(k)

Donegal Mutual Insurance Company 401(k) Plan · $149M · 837 · 95th

  • SCH $149M
  • EBSA 837
  • PART 95th
  • TYPE 401(k)
  • NET near Synergy55 LLC Profit Sharing and Savings Plan
  • BOOK ind #8422

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 Pennsylvania →

Donegal Mutual Insurance Company 401(k) Plan in the asset neighbourhood

W. W. Norton & Company, Inc. Profit Sharing & 401(k) PlanW. W. Norton & Company, Inc.…$149MCoverys 401(k) Retirement PlanCoverys 401(k) Retirement Pl…$149MSynergy55 LLC Profit Sharing and Savings PlanSynergy55 LLC Profit Sharing…$149MDonegal Mutual Insurance Company 401(k) PlanDonegal Mutual Insurance Com…$149MAtlantic Automotive Corp. 401(k) PlanAtlantic Automotive Corp. 40…$149M
End-of-year total assets ($M) among Donegal Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$149M
Net Income-$29M
Employer EIN231336198
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donegal Mutual Insurance Company)

Sponsor-wide plan assets over time

All Donegal Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$198M 32.63134619449977% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $149M $198M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 837 $149M
2023 1 869 $173M
2024 1 798 $198M

Nearby 401(k) Plans in Pennsylvania

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

Donegal Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Donegal Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.149437923 · Participants: 837Donegal Mutual Insurance Company 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Donegal Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Donegal Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Donegal Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Synergy55 LLC Profit Sharing and Savings Plan in IL ($149M); by covered participants it is Vestracare, Inc. 401(k) Savings & Retirement Plan in NY (837 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($149M here).

Similar participant headcount

Nearest other-state filings by covered participants (837 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Donegal Mutual Insurance Company 401(k) Plan assets move in 2022? ▼
Donegal Mutual Insurance Company 401(k) Plan declined sharply - down 16.3% during 2022, from $179M to $149M. Reported net income was -$29M.
How have Donegal Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donegal Mutual Insurance Company's sponsor-wide assets grew 32.6%, from $149M to $198M.
Where does Donegal Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Donegal Mutual Insurance Company 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Donegal Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Synergy55 LLC Profit Sharing and Savings Plan in IL ($149M, 646 participants).
Which 401(k) plans cover a similar participant headcount to Donegal Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vestracare, Inc. 401(k) Savings & Retirement Plan in NY (837 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231336198.

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.