401(k) · DOL Form 5500 · 2023

Penn Mutual Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
522
Participants Below avg headcount
89th
Percentile by assets National rank
$143,041
Avg per participant Near avg balance/head
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Official DOL plan name: Penn Mutual Agents 401(k) Plan · Sponsored by Penn Mutual Life Insurance Company · Pennsylvania · Finance & Insurance

$75M in assets, 522 participants

Penn Mutual Life Insurance Company's Penn Mutual Agents 401(k) Plan reported $75M 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.

  • #7,378 in Finance & Insurance (8,869 peers)

Where Penn Mutual Agents 401(k) Plan sits by assets

Penn Mutual Agents 401(k) Plan sits in the top quartile of all filed plans by assets, $75M for 522 participants (~$143,041/participant), up 11.0% in 2023.

#7,378
in Finance & Insurance (8,869 peers)
+11.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Penn Mutual Agents 401(k) Plan's outsized position by total assets

Penn Mutual Agents 401(k) Plan vs every filed plan by assets

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

$74,667,424 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 401(k) 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 401(k) 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 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Penn Mutual Agents 401(k) Plan end-of-year assets rose from $67M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Penn Mutual Agents 401(k) 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 · 401(k)

Penn Mutual Agents 401(k) Plan · $75M · 522 · 89th

  • BOOK $75M
  • BOOK 522
  • BOOK 89th
  • BOOK 401(k)
  • BOOK near Thrall Enterprises, Inc. Employee Savings Plan
  • BOOK ind #7378

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 401(k) Plan in the asset neighbourhood

Penn Mutual Agents 401(k) PlanPenn Mutual Agents 401(k) Pl…$75MThrall Enterprises, Inc. Employee Savings PlanThrall Enterprises, Inc. Emp…$75MAtn International 401(k) Plan$75MMga Entertainment Inc. Employee Savings PlanMga Entertainment Inc. Emplo…$75MAccelerate360 Distribution, LLC 401(k) PlanAccelerate360 Distribution, …$75M
End-of-year total assets ($M) among Penn Mutual Agents 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$75M
Net Income$7M
Employer EIN230952300
Plan Effective Date1991-01-01
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 401(k) Plans in Pennsylvania

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

Penn Mutual Agents 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Penn Mutual Agents 401(k) Plan, Total assets ($B): 0.074667424 · Participants: 522Penn Mutual Agents 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Penn Mutual Agents 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penn Mutual Agents 401(k) Plan side-by-side with 3 peers →

Penn Mutual Agents 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Thrall Enterprises, Inc. Employee Savings Plan in IL ($75M); by covered participants it is Mnp Corporation 401(k) Profit Sharing Plan in MI (522 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (522 participants); asset peers above are excluded.

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 401(k) Plan assets move in 2023? ▼
Penn Mutual Agents 401(k) Plan grew at a solid clip - up 11.0% during 2023, from $67M to $75M. Reported net income was $7M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Penn Mutual Agents 401(k) 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 401(k) plans are similar in size to Penn Mutual Agents 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thrall Enterprises, Inc. Employee Savings Plan in IL ($75M, 340 participants).
Which 401(k) plans cover a similar participant headcount to Penn Mutual Agents 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mnp Corporation 401(k) Profit Sharing Plan in MI (522 participants, $44M 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.