Defined Benefit (Pension) · DOL Form 5500 · 2022

Pennsylvania National Mutual Casualty Insurance Company Pension Plan

Data updated 2026-08-25

$208M
Total assets Near avg plan size
366
Participants Below avg headcount
96th
Percentile by assets National rank
$568,211
Avg per participant High balance/head
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Official DOL plan name: Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies · Sponsored by Pennsylvania National Mutual Casualty Insurance Company · Pennsylvania · Finance & Insurance

$208M in assets, 366 participants

Pennsylvania National Mutual Casualty Insurance Company's Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies reported $208M in total assets and 366 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,589 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies covers 366 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $208M.

#8,589
in Finance & Insurance (9,261 peers)
-25.6%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $72M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies's outsized position by total assets

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies vs every filed plan by assets

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

$207,965,066 Top 4% higher than 96% 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

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies 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. Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies sits mid-pack in the medium band (366 participants).

EBSA filing schedule strip

Filing strip 230961349 · Pennsylvania National Mutual Casualty Insurance Company PY 2022 · Defined Benefit (Pension)

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies · $208M · 366 · 96th

  • PART $208M
  • PART 366
  • PART 96th
  • PART Defined Benefit (Pension)
  • PART near L.L.Bean, Inc. Pension Plan
  • PART ind #8589

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 →

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies in the asset neighbourhood

Golden State Water Company Pension PlanGolden State Water Company P…$208MMaster Lock Pension Plan$208ML.L.Bean, Inc. Pension Plan$208MRevised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated CompaniesRevised Pension Plan for Emp…$208MPaul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement PlanPaul Weiss Rifkind Wharton &…$208M
End-of-year total assets ($M) among Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$279M
Net Assets (End of Year)$208M
Net Income-$72M
Employer EIN230961349
Plan Effective Date1948-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania National Mutual Casualty Insurance Company)

Sponsor-wide plan assets over time

All Pennsylvania National Mutual Casualty Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$430M 9.377427631131713% vs 2022
2024 filing year
$380M$400M$420M$440M 202220232024 $393M $430M ▲ +9.4%
Year Plans Participants Total Assets
2022 2 1,176 $393M
2023 2 1,134 $427M
2024 2 1,114 $430M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies, Total assets ($B): 0.207965066 · Participants: 366Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated CompaniesNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies side-by-side with 3 peers →

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is L.L.Bean, Inc. Pension Plan in ME ($208M); by covered participants it is Floyd Healthcare Management, Inc. Retirement Plan in GA (366 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($208M here).

Similar participant headcount

Nearest other-state filings by covered participants (366 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 Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies assets move in 2022? ▼
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies declined sharply - down 25.6% during 2022, from $279M to $208M. Reported net income was -$72M.
How have Pennsylvania National Mutual Casualty Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania National Mutual Casualty Insurance Company's sponsor-wide assets grew 9.4%, from $393M to $430M.
Where does Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies rank by assets among Form 5500 filers? ▼
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is L.L.Bean, Inc. Pension Plan in ME ($208M, 2,330 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Floyd Healthcare Management, Inc. Retirement Plan in GA (366 participants, $71M 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 230961349.

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.