401(k) · DOL Form 5500 · 2022
Pennsylvania National Mutual Casualty Insurance Company 401(k) Plan
Data updated 2026-08-25
- $185M
- Total assets Near avg plan size
- 810
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $228,238
- Avg per participant Above avg balance/head
Official DOL plan name: Penn National Insurance 401(k) Retirement Savings Plan · Sponsored by Pennsylvania National Mutual Casualty Insurance Company · Pennsylvania · Finance & Insurance
$185M in assets, 810 participants
Pennsylvania National Mutual Casualty Insurance Company's Penn National Insurance 401(k) Retirement Savings Plan reported $185M in total assets and 810 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #8,539 in Finance & Insurance (9,261 peers)
Where Penn National Insurance 401(k) Retirement Savings Plan sits by assets
Penn National Insurance 401(k) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $185M for 810 participants (~$228,238/participant), down 21.9% in 2022.
- #8,539
- in Finance & Insurance (9,261 peers)
- -21.9%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penn National Insurance 401(k) Retirement Savings Plan's outsized position by total assets
Penn National Insurance 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$184,872,879 Top 5% higher than 95% 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 National Insurance 401(k) Retirement Savings 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 National Insurance 401(k) Retirement Savings Plan sits mid-pack in the medium band (810 participants).
EBSA filing schedule strip
Filing strip 230961349 · Pennsylvania National Mutual Casualty Insurance Company PY 2022 · 401(k)
Penn National Insurance 401(k) Retirement Savings Plan · $185M · 810 · 95th
- BOOK $185M
- VS-ST 810
- BOY 95th
- SCH 401(k)
- EBSA near Frontier Communications Corporate Services Inc. Savings and Security Plan for Mid-Atlantic Associates
- PART ind #8539
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 National Insurance 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $237M |
|---|---|
| Net Assets (End of Year) | $185M |
| Net Income | -$52M |
| Employer EIN | 230961349 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,176 | $393M |
| 2023 | 2 | 1,134 | $427M |
| 2024 | 2 | 1,114 | $430M |
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
Penn National Insurance 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Frontier Communications Corporate Services Inc. Savings and Security Plan for Mid-Atlantic Associates in CT ($185M); by covered participants it is Arvig Enterprises, Inc. 401(k) Plan in MN (810 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($185M here).
- Frontier Communications Corporate Services Inc. Savings and Security Plan for Mid-Atlantic Associates (CT) $185M · 1,313
- Amneal Pharmaceuticals LLC and Subsidiaries 401(k) Plan (NY) $185M · 2,317
- El Paso Electric Company Savings Plan (TX) $185M · 702
- Integrated Anesthesia Associates, LLC 401(k) Retirement Savings Plan (CT) $185M · 379
Similar participant headcount
Nearest other-state filings by covered participants (810 participants); asset peers above are excluded.
- Arvig Enterprises, Inc. 401(k) Plan (MN) 810 · 0 off
- Heart of America 401(k) Plan (IL) 810 · 0 off
- Monson Fruit Co., Inc. 401(k) Profit Sharing Plan and Trust (WA) 810 · 0 off
- Solairus Aviation 401(k) Plan (CA) 810 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.