401(k) · DOL Form 5500 · 2022

Penn Mutual Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
502
Participants Below avg headcount
90th
Percentile by assets National rank
$134,021
Avg per participant Near avg balance/head
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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.

  • #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.

#7,809
in Finance & Insurance (9,261 peers)
-17.6%
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 401(k) Plan's outsized position 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

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 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. Penn Mutual Agents 401(k) Plan sits mid-pack in the medium band (502 participants).

Published 5500 schedule card

Filing strip 230952300 · Penn Mutual Life Insurance Company PY 2022 · 401(k)

Penn Mutual Agents 401(k) Plan · $67M · 502 · 90th

  • 5500 $67M
  • ASSETS 502
  • PCT 90th
  • EIN 401(k)
  • RANK near The Middle River Aerostructure Systems Salaried Savings Plan
  • PHOTO ind #7809

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 401(k) Plan in the asset neighbourhood

Penn Mutual Agents 401(k) PlanPenn Mutual Agents 401(k) Pl…$67MThe Middle River Aerostructure Systems Salaried Savings PlanThe Middle River Aerostructu…$67MFarallon Medical Alliance Retirement PlanFarallon Medical Alliance Re…$67MResource Label Group LLC Section 401(k) Profit Sharing PlanResource Label Group LLC Sec…$67MAltarum Institute Retirement & Savings PlanAltarum Institute Retirement…$67M
End-of-year total assets ($M) among Penn Mutual Agents 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)$82M
Net Assets (End of Year)$67M
Net Income-$14M
Employer EIN230952300
Plan Effective Date1991-01-01
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 401(k) Plans in Pennsylvania

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

Penn Mutual Agents 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Penn Mutual Agents 401(k) Plan, Total assets ($B): 0.067278483 · Participants: 502Penn Mutual Agents 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
Penn Mutual Agents 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penn Mutual Agents 401(k) Plan side-by-side with 3 peers →

Penn Mutual Agents 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Middle River Aerostructure Systems Salaried Savings Plan in MD ($67M); by covered participants it is Aware Recovery Care 401(k) Plan in CT (502 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (502 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 Penn Mutual Agents 401(k) Plan assets move in 2022? ▼
Penn Mutual Agents 401(k) Plan declined sharply - down 17.6% during 2022, from $82M to $67M. 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 401(k) Plan rank by assets among Form 5500 filers? ▼
Penn Mutual Agents 401(k) 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 401(k) plans are similar in size to Penn Mutual Agents 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Middle River Aerostructure Systems Salaried Savings Plan in MD ($67M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Penn Mutual Agents 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aware Recovery Care 401(k) Plan in CT (502 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 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.