Money Purchase · DOL Form 5500 · 2023

Penn Mutual Life Insurance Company Money Purchase Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
522
Participants Below avg headcount
89th
Percentile by assets National rank
$148,497
Avg per participant Above avg balance/head
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Official DOL plan name: Penn Mutual Agents Retirement Plan · Sponsored by Penn Mutual Life Insurance Company · Pennsylvania · Finance & Insurance

$78M in assets, 522 participants

Penn Mutual Life Insurance Company's Penn Mutual Agents Retirement Plan reported $78M in total assets and 522 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,417 in Finance & Insurance (8,869 peers)

Where Penn Mutual Agents Retirement Plan sits by assets

Penn Mutual Agents Retirement Plan sits in the top quartile of all filed plans by assets, $78M for 522 participants (~$148,497/participant), up 14.5% in 2023.

#7,417
in Finance & Insurance (8,869 peers)
+14.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Penn Mutual Agents Retirement Plan's outsized position by total assets

Penn Mutual Agents Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$77,515,175 Top 11% higher than 89% of 127,068 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 2023

Penn Mutual Agents Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penn Mutual Agents Retirement Plan sits mid-pack in the medium band (522 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penn Mutual Agents Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Penn Mutual Agents Retirement Plan end-of-year assets rose from $68M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Penn Mutual Agents Retirement Plan reported participants rose from 502 in the plan year 2022 filing to 522 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 230952300 · Penn Mutual Life Insurance Company PY 2023 · Money Purchase

Penn Mutual Agents Retirement Plan · $78M · 522 · 89th

  • PHOTO $78M
  • IND 522
  • EOY 89th
  • 5500 Money Purchase
  • ASSETS near Employers and Cement Masons Local 90 Pension Plan
  • PCT ind #7417

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 Retirement Plan in the asset neighbourhood

Employers and Cement Masons Local 90 Pension PlanEmployers and Cement Masons …$78MPenn Mutual Agents Retirement PlanPenn Mutual Agents Retiremen…$78MPlumbers & Pipefitters Local 94 Retirement PlanPlumbers & Pipefitters Local…$77MElectricians Local Union No. 606 Pension-Annuity FundElectricians Local Union No.…$77MIngram Marine Group Retirement PlanIngram Marine Group Retireme…$77M
End-of-year total assets ($M) among Penn Mutual Agents Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$78M
Net Income$10M
Employer EIN230952300
Plan Effective Date1941-01-04
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 Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Penn Mutual Agents Retirement Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Penn Mutual Agents Retirement Plan, Total assets ($M): 77.515175 · Participants: 522Penn Mutual Agents Retirement PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Penn Mutual Agents Retirement Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Penn Mutual Agents Retirement Plan side-by-side with 3 peers →

Penn Mutual Agents Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Employers and Cement Masons Local 90 Pension Plan in IL ($78M); by covered participants it is International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust in IN (520 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Penn Mutual Agents Retirement Plan assets move in 2023? ▼
Penn Mutual Agents Retirement Plan grew at a solid clip - up 14.5% during 2023, from $68M to $78M. Reported net income was $10M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Penn Mutual Agents Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Penn Mutual Agents Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Employers and Cement Masons Local 90 Pension Plan in IL ($78M, 302 participants).
Which Money Purchase plans cover a similar participant headcount to Penn Mutual Agents Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is International Brotherhood of Electrical Workers Local Union 873 Retirement Plan and Trust in IN (520 participants, $80M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.