401(k) · DOL Form 5500 · 2023
Pan-American Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 625
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $248,912
- Avg per participant Above avg balance/head
Official DOL plan name: Pan-American Life Insurance Company Savings and Retirement Plan · Sponsored by Pan-American Life Insurance Company · Louisiana · Finance & Insurance
$156M in assets, 625 participants
Pan-American Life Insurance Company's Pan-American Life Insurance Company Savings and Retirement Plan reported $156M in total assets and 625 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,000 in Finance & Insurance (8,869 peers)
Where Pan-American Life Insurance Company Savings and Retirement Plan sits by assets
Pan-American Life Insurance Company Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $156M for 625 participants (~$248,912/participant), up 20.1% in 2023.
- #8,000
- in Finance & Insurance (8,869 peers)
- +20.1%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Pan-American Life Insurance Company Savings and Retirement Plan's outsized position by total assets
Pan-American Life Insurance Company Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$155,569,872 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pan-American Life Insurance Company Savings and 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. Pan-American Life Insurance Company Savings and Retirement Plan sits mid-pack in the medium band (625 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pan-American Life Insurance Company Savings and Retirement Plan reported net income rose from -$27M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Pan-American Life Insurance Company Savings and Retirement Plan end-of-year assets rose from $130M in the plan year 2022 filing to $156M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 720281240 · Pan-American Life Insurance Company PY 2023 · 401(k)
Pan-American Life Insurance Company Savings and Retirement Plan · $156M · 625 · 94th
- IND $156M
- IND 625
- IND 94th
- IND 401(k)
- IND near Orthonj 401(k) Plan
- IND ind #8000
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 Louisiana →
Pan-American Life Insurance Company Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | $26M |
| Employer EIN | 720281240 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pan-American Life Insurance Company)
Sponsor-wide plan assets over time
All Pan-American Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $177M 36.28381072783388% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 623 | $130M |
| 2023 | 1 | 625 | $156M |
| 2024 | 1 | 626 | $177M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Pan-American Life Insurance Company Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Orthonj 401(k) Plan in NJ ($156M); by covered participants it is Cherry Creek Mortgage, LLC. Employees Savings Trust in CO (625 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
- Orthonj 401(k) Plan (NJ) $156M · 700
- Shakopee Mdewakanton Sioux Community Gaming Enterprise 401(k) Plan (MN) $156M · 1,787
- The Contractors Retirement Plan (TN) $156M · 5,005
- Club Car 401(k) Plan (GA) $156M · 1,230
Similar participant headcount
Nearest other-state filings by covered participants (625 participants); asset peers above are excluded.
- Cherry Creek Mortgage, LLC. Employees Savings Trust (CO) 625 · 0 off
- Foth & Van Dyke, LLC 401(k) Retirement Savings Plan (WI) 625 · 0 off
- Togetherwork 401(k) Plan (GA) 625 · 0 off
- Diakonia Group, LLC 401(k) Profit Sharing Plan (TN) 625 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.