401(k) · DOL Form 5500 · 2022
Penn Mutual Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $346M
- Total assets Above avg plan size
- 1,015
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $341,184
- Avg per participant High balance/head
Official DOL plan name: Penn Mutual Retirement & Savings Plan · Sponsored by Penn Mutual Life Insurance Company · Pennsylvania · Finance & Insurance
$346M in assets, 1,015 participants
Penn Mutual Life Insurance Company's Penn Mutual Retirement & Savings Plan reported $346M in total assets and 1,015 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #8,793 in Finance & Insurance (9,261 peers)
Where Penn Mutual Retirement & Savings Plan sits by assets
Penn Mutual Retirement & Savings Plan sits in the top 5% of all filed plans by assets, $346M for 1,015 participants (~$341,184/participant), down 15.3% in 2022.
- #8,793
- in Finance & Insurance (9,261 peers)
- -15.3%
- assets change YoY
- 3.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $63M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penn Mutual Retirement & Savings Plan's outsized position by total assets
Penn Mutual Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$346,301,976 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Penn Mutual Retirement & Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penn Mutual Retirement & Savings Plan lands in the large band (1,015 participants).
Published 5500 schedule card
Filing strip 230952300 · Penn Mutual Life Insurance Company PY 2022 · 401(k)
Penn Mutual Retirement & Savings Plan · $346M · 1,015 · 97th
- RANK $346M
- PHOTO 1,015
- IND 97th
- EOY 401(k)
- 5500 near Children's Hospital Pediatric Associates, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #8793
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 →
Penn Mutual Retirement & Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $409M |
|---|---|
| Net Assets (End of Year) | $346M |
| Net Income | -$63M |
| Employer EIN | 230952300 |
| Plan Effective Date | 1977-04-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penn Mutual Life Insurance Company)
Sponsor-wide plan assets over time
All Penn Mutual Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $652M 3.3861710047136486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 2,197 | $675M |
| 2023 | 4 | 2,215 | $760M |
| 2024 | 5 | 2,214 | $652M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Penn Mutual Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Children's Hospital Pediatric Associates, Inc. 401(k) Profit Sharing Plan in MA ($346M); by covered participants it is Ventra Ionia Union #436 401(k) Plan in IL (1,015 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($346M here).
- Children's Hospital Pediatric Associates, Inc. 401(k) Profit Sharing Plan (MA) $346M · 555
- Heico Holding, Inc. 401(k) Plan (IL) $347M · 5,405
- The Spirent Communications 401(k) Plan (MD) $347M · 920
- Bristol Bay Native Corporation 401(k) Savings Plan (AK) $346M · 4,416
Similar participant headcount
Nearest other-state filings by covered participants (1,015 participants); asset peers above are excluded.
- Ventra Ionia Union #436 401(k) Plan (IL) 1,015 · 0 off
- Progressive Services, Inc. 401(k) Salary Reduction Plan (AZ) 1,015 · 0 off
- American Credit Acceptance, LLC 401(k) Plan (SC) 1,015 · 0 off
- Securus 401(k) Plan (IN) 1,015 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.