Defined Benefit (Pension) · DOL Form 5500 · 2022
Pennsylvania Lumbermens Mutual Insurance Company Pension Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 43
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $959,081
- Avg per participant High balance/head
Official DOL plan name: The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan · Sponsored by Pennsylvania Lumbermens Mutual Insurance Company · Pennsylvania · Finance & Insurance
$41M in assets, 43 participants
Pennsylvania Lumbermens Mutual Insurance Company's The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan reported $41M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #7,230 in Finance & Insurance (9,261 peers)
Where The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan sits by assets
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan sits in the top quartile of all filed plans by assets, $41M for 43 participants (~$959,081/participant), down 25.2% in 2022.
- #7,230
- in Finance & Insurance (9,261 peers)
- -25.2%
- assets change YoY
- 0.4×
- 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.
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan's outsized position by total assets
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$41,240,484 Top 14% higher than 86% 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
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan is a small filing (43 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 230959220 · Pennsylvania Lumbermens Mutual Insurance Company PY 2022 · Defined Benefit (Pension)
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan · $41M · 43 · 86th
- BOY $41M
- SCH 43
- EBSA 86th
- PART Defined Benefit (Pension)
- TYPE near Restated Salaried Retirement Plan
- NET ind #7230
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 →
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$14M |
| Employer EIN | 230959220 |
| Plan Effective Date | 1947-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennsylvania Lumbermens Mutual Insurance Company)
Sponsor-wide plan assets over time
All Pennsylvania Lumbermens Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 4.20506645029246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 200 | $81M |
| 2023 | 2 | 212 | $84M |
| 2024 | 2 | 218 | $84M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Restated Salaried Retirement Plan in OH ($41M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Restated Salaried Retirement Plan (OH) $41M · 23
- Lumber Employees Local 786 Retirement Fund (IL) $41M · 122
- Ohio Cat Employees' Retirement Plan (OH) $41M · 258
- Oregon District Foundry Pension Plan (OR) $41M · 96
Similar participant headcount
Nearest other-state filings by covered participants (43 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.