401(k) · DOL Form 5500 · 2022

Pennsylvania Lumbermens Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
157
Participants Small participant base
86th
Percentile by assets National rank
$251,152
Avg per participant Above avg balance/head
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Official DOL plan name: Pennsylvania Lumbermens Mutual Insurance Company Savings Plan · Sponsored by Pennsylvania Lumbermens Mutual Insurance Company · Pennsylvania · Finance & Insurance

$39M in assets, 157 participants

Pennsylvania Lumbermens Mutual Insurance Company's Pennsylvania Lumbermens Mutual Insurance Company Savings Plan reported $39M in total assets and 157 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.

  • #7,168 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Pennsylvania Lumbermens Mutual Insurance Company Savings Plan covers 157 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.

#7,168
in Finance & Insurance (9,261 peers)
-0.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $279K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pennsylvania Lumbermens Mutual Insurance Company Savings Plan's outsized position by total assets

Pennsylvania Lumbermens Mutual Insurance Company Savings Plan vs every filed plan by assets

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

$39,430,869 Top 14% higher than 86% 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

Pennsylvania Lumbermens Mutual Insurance Company 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. Pennsylvania Lumbermens Mutual Insurance Company Savings Plan sits mid-pack in the medium band (157 participants).

Published 5500 schedule card

Filing strip 230959220 · Pennsylvania Lumbermens Mutual Insurance Company PY 2022 · 401(k)

Pennsylvania Lumbermens Mutual Insurance Company Savings Plan · $39M · 157 · 86th

  • 5500 $39M
  • ASSETS 157
  • PCT 86th
  • EIN 401(k)
  • RANK near Profit Sharing Savings Plan of Emmet, Marvin & Martin LLP
  • PHOTO ind #7168

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 →

Pennsylvania Lumbermens Mutual Insurance Company Savings Plan in the asset neighbourhood

Pennsylvania Lumbermens Mutual Insurance Company Savings PlanPennsylvania Lumbermens Mutu…$39MProfit Sharing Savings Plan of Emmet, Marvin & Martin LLPProfit Sharing Savings Plan …$39MMarquette Bank Employee Savings & Retirement PlanMarquette Bank Employee Savi…$39MAnchor Hocking 401(k) Plan$39MSeasons Hospice, Inc. 401(k) PlanSeasons Hospice, Inc. 401(k)…$39M
End-of-year total assets ($M) among Pennsylvania Lumbermens Mutual Insurance Company Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$39M
Net Income-$279K
Employer EIN230959220
Plan Effective Date1987-07-01
Filing StatusFILING 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
$80M$82M$84M$86M 202220232024 $80.7M $84.1M ▲ +4.2%
Year Plans Participants Total Assets
2022 2 200 $81M
2023 2 212 $84M
2024 2 218 $84M

Nearby 401(k) Plans in Pennsylvania

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

Pennsylvania Lumbermens Mutual Insurance Company Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pennsylvania Lumbermens Mutual Insurance Company Savings Plan, Total assets ($B): 0.039430869 · Participants: 157Pennsylvania Lumbermens Mutual Insurance Company Savings 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
Pennsylvania Lumbermens Mutual Insurance Company Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennsylvania Lumbermens Mutual Insurance Company Savings Plan side-by-side with 3 peers →

Pennsylvania Lumbermens Mutual Insurance Company Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Profit Sharing Savings Plan of Emmet, Marvin & Martin LLP in NY ($39M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Pennsylvania Lumbermens Mutual Insurance Company Savings Plan assets move in 2022? ▼
Pennsylvania Lumbermens Mutual Insurance Company Savings Plan held essentially flat - down 0.7% during 2022, from $40M to $39M. Reported net income was -$279K.
How have Pennsylvania Lumbermens Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania Lumbermens Mutual Insurance Company's sponsor-wide assets grew 4.2%, from $81M to $84M.
Where does Pennsylvania Lumbermens Mutual Insurance Company Savings Plan rank by assets among Form 5500 filers? ▼
Pennsylvania Lumbermens Mutual Insurance Company Savings Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pennsylvania Lumbermens Mutual Insurance Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing Savings Plan of Emmet, Marvin & Martin LLP in NY ($39M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Pennsylvania Lumbermens Mutual Insurance Company Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is We Transport Inc. Salaried 401(k) Plan in NY (157 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 230959220.

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.