401(k) · DOL Form 5500 · 2023

Pan-American Life Insurance Company 401(k) Plan

Data updated 2026-08-11

$156M
Total assets
625
Participants
94th
Percentile by assets
$248,912
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$156M
total plan assets (2023 EOY)
625
covered participants
94th
percentile by assets (of 127,072 plans)
$248,912
avg assets per participant

Where Pan-American Life Insurance Company Savings and Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

Pan-American Life Insurance Company Savings and Retirement Plan vs the 2023 asset distribution

By assets, Pan-American Life Insurance Company Savings and Retirement Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$156M
Net Income$26M
Employer EIN720281240
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pan-American Life Insurance Company)

$120M$140M$160M$180M$200M 202220232024 $130M $177M ▲ +36.3%
Total plan assets by year, all Pan-American Life Insurance Company plans on file
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.

Pan-American Life Insurance Company Savings and Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Pan-American Life Insurance Company Savings and Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Pan-American Life In…Lumen 401(k) Savings…Savings Plan of Ente…Ochsner Clinic Found…Louisiana Children's…Amedisys Holding, LL…
Pan-American Life Insurance Company Savings and Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pan-American Life Insurance Company Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Pan-American Life Insurance Company Savings and Retirement Plan assets move in 2023?
Pan-American Life Insurance Company Savings and Retirement Plan grew sharply - up 20.1% during 2023, from $130M to $156M. Reported net income was $26M.
How have Pan-American Life Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Pan-American Life Insurance Company's sponsor-wide assets grew 36.3%, from $130M to $177M.
Where does Pan-American Life Insurance Company Savings and Retirement Plan rank by assets among Form 5500 filers?
Pan-American Life Insurance Company Savings and Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pan-American Life Insurance Company Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Orthonj 401(k) Plan in NJ ($156M, 700 participants).

Next read for Pan-American Life Insurance Company Savi…

Scale reading

Ways to act on Pan-American Life Insurance Company Savings and Retirement Plan's numbers.

  • By total assets, Pan-American Life Insurance Company Savings and Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Louisiana. Compare plans
  • Pan-American Life Insurance Company's sponsor-wide assets have grown 36.3% since 2022 across 3 plan years on file. More Finance & Insurance plans