Money Purchase · DOL Form 5500 · 2022

Penn Mutual Life Insurance Company Money Purchase Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
502
Participants Below avg headcount
90th
Percentile by assets National rank
$134,851
Avg per participant Near avg balance/head
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Official DOL plan name: Penn Mutual Agents Retirement Plan · Sponsored by Penn Mutual Life Insurance Company · Pennsylvania · Finance & Insurance

$68M in assets, 502 participants

Penn Mutual Life Insurance Company's Penn Mutual Agents Retirement Plan reported $68M in total assets and 502 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,817 in Finance & Insurance (9,261 peers)

Where Penn Mutual Agents Retirement Plan sits by assets

Penn Mutual Agents Retirement Plan sits in the top 10% of all filed plans by assets, $68M for 502 participants (~$134,851/participant), down 17.4% in 2022.

#7,817
in Finance & Insurance (9,261 peers)
-17.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penn Mutual Agents Retirement Plan's outsized position by total assets

Penn Mutual Agents Retirement Plan vs every filed plan by assets

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

$67,695,380 Top 10% higher than 90% 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

Penn Mutual Agents Retirement 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. Penn Mutual Agents Retirement Plan sits mid-pack in the medium band (502 participants).

Published 5500 schedule card

Filing strip 230952300 · Penn Mutual Life Insurance Company PY 2022 · Money Purchase

Penn Mutual Agents Retirement Plan · $68M · 502 · 90th

  • VS-ST $68M
  • VS-ST 502
  • VS-ST 90th
  • VS-ST Money Purchase
  • VS-ST near Wisconsin Glaziers & Glassworkers Money Purchase Fund
  • VS-ST ind #7817

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 Agents Retirement Plan in the asset neighbourhood

University of Louisville Physicians, Inc. Money Purchase Pension PlanUniversity of Louisville Phy…$68MPenn Mutual Agents Retirement PlanPenn Mutual Agents Retiremen…$68MWisconsin Glaziers & Glassworkers Money Purchase FundWisconsin Glaziers & Glasswo…$67MKomatsu America Corp. Target Benefit/Defined Contribution PlanKomatsu America Corp. Target…$67MElectricians Local Union No. 606 Pension-Annuity FundElectricians Local Union No.…$67M
End-of-year total assets ($M) among Penn Mutual Agents Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$68M
Net Income-$14M
Employer EIN230952300
Plan Effective Date1941-01-04
Filing StatusFILING 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
$600M$650M$700M$750M$800M 202220232024 $675M $652M ▼ -3.4%
Year Plans Participants Total Assets
2022 4 2,197 $675M
2023 4 2,215 $760M
2024 5 2,214 $652M

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Penn Mutual Agents Retirement Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Penn Mutual Agents Retirement Plan, Total assets ($M): 67.69538 · Participants: 502Penn Mutual Agents Retirement PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Penn Mutual Agents Retirement Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Penn Mutual Agents Retirement Plan side-by-side with 3 peers →

Penn Mutual Agents Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Wisconsin Glaziers & Glassworkers Money Purchase Fund in WI ($67M); by covered participants it is Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust in IL (502 participants). Same-state nearby plans are listed separately above.

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 Penn Mutual Agents Retirement Plan assets move in 2022? ▼
Penn Mutual Agents Retirement Plan declined sharply - down 17.4% during 2022, from $82M to $68M. Reported net income was -$14M.
How have Penn Mutual Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn Mutual Life Insurance Company's sponsor-wide assets declined 3.4%, from $675M to $652M.
Where does Penn Mutual Agents Retirement Plan rank by assets among Form 5500 filers? ▼
Penn Mutual Agents Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Penn Mutual Agents Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Wisconsin Glaziers & Glassworkers Money Purchase Fund in WI ($67M, 426 participants).
Which Money Purchase plans cover a similar participant headcount to Penn Mutual Agents Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust in IL (502 participants, $102M 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 230952300.

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.