Money Purchase · DOL Form 5500 · 2022
Penn Mutual Life Insurance Company Money Purchase Plan
Data updated 2026-08-11
- $68M
- Total assets
- 502
- Participants
- 90th
- Percentile by assets
- $134,851
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $68M
- total plan assets (2022 EOY)
- 502
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $134,851
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Penn Mutual Agents Retirement Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$14M |
| Employer EIN | 230952300 |
| Plan Effective Date | 1941-01-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penn Mutual Life Insurance Company)
| 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
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Penn Mutual Agents Retirement Plan by total assets, not by location.
- Wisconsin Glaziers & Glassworkers Money Purchase Fund (WI) $67M · 426
- Komatsu America Corp. Target Benefit/Defined Contribution Plan (IL) $67M · 1,255
- University of Louisville Physicians, Inc. Money Purchase Pension Plan (KY) $68M · 467
- Electricians Local Union No. 606 Pension-Annuity Fund (FL) $67M · 678
Frequently Asked Questions
How did Penn Mutual Agents Retirement Plan assets move in 2022? ▼
How have Penn Mutual Life Insurance Company plan assets changed over time? ▼
Where does Penn Mutual Agents Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Penn Mutual Agents Retirement Plan? ▼
Next read for Penn Mutual Agents Retirement Plan
Scale reading
Ways to act on Penn Mutual Agents Retirement Plan's numbers.
- By total assets, Penn Mutual Agents Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Penn Mutual Life Insurance Company's sponsor-wide assets have declined 3.4% since 2022 across 3 plan years on file. More Finance & Insurance plans