401(k) · DOL Form 5500 · 2022
Penn Mutual Life Insurance Company 401(k) Plan
Data updated 2026-08-11
- $67M
- Total assets
- 502
- Participants
- 90th
- Percentile by assets
- $134,021
- Avg per participant
Official DOL plan name: Penn Mutual Agents 401(k) Plan · Sponsored by Penn Mutual Life Insurance Company · Pennsylvania · Finance & Insurance
$67M in assets, 502 participants
Penn Mutual Life Insurance Company's Penn Mutual Agents 401(k) Plan reported $67M 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)
- #7,809 in Finance & Insurance (9,261 peers)
Where Penn Mutual Agents 401(k) Plan sits by assets
Penn Mutual Agents 401(k) Plan sits in the top 10% of all filed plans by assets, $67M for 502 participants (~$134,021/participant), down 17.6% in 2022.
- $67M
- total plan assets (2022 EOY)
- 502
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $134,021
- 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.
Where Penn Mutual Agents 401(k) Plan sits by total assets
Penn Mutual Agents 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$67,278,483 Top 10% higher than 90% 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 Agents 401(k) Plan vs the 2022 asset distribution
By assets, Penn Mutual Agents 401(k) 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) | $67M |
| Net Income | -$14M |
| Employer EIN | 230952300 |
| Plan Effective Date | 1991-01-01 |
| 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 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Penn Mutual Agents 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Penn Mutual Agents 401(k) Plan assets move in 2022? ▼
How have Penn Mutual Life Insurance Company plan assets changed over time? ▼
Where does Penn Mutual Agents 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Penn Mutual Agents 401(k) Plan? ▼
Next read for Penn Mutual Agents 401(k) Plan
Scale reading
Ways to act on Penn Mutual Agents 401(k) Plan's numbers.
- By total assets, Penn Mutual Agents 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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