401(k) · DOL Form 5500 · 2023

Pennsylvania National Mutual Casualty Insurance Company 401(k) Plan

Data updated 2026-08-11

$207M
Total assets: 804
Participants: 95th
Percentile by assets: $258,045
Avg per participant

Official DOL plan name: Penn National Insurance 401(k) Retirement Savings Plan · Sponsored by Pennsylvania National Mutual Casualty Insurance Company · Pennsylvania · Finance & Insurance

$207M in assets, 804 participants

Pennsylvania National Mutual Casualty Insurance Company's Penn National Insurance 401(k) Retirement Savings Plan reported $207M in total assets and 804 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,137 in Finance & Insurance (8,869 peers)

Where Penn National Insurance 401(k) Retirement Savings Plan sits by assets

Penn National Insurance 401(k) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $207M for 804 participants (~$258,045/participant), up 12.2% in 2023.

$207M
total plan assets (2023 EOY): 804
covered participants: 95th
percentile by assets (of 127,072 plans): $258,045
avg assets per participant

Where Penn National Insurance 401(k) Retirement Savings Plan sits by total assets

Penn National Insurance 401(k) Retirement Savings Plan vs every filed plan by assets

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

$207,468,119 Top 5% higher than 95% 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

Penn National Insurance 401(k) Retirement Savings Plan reported net income rose from -$52M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Penn National Insurance 401(k) Retirement Savings Plan end-of-year assets rose from $185M in the plan year 2022 filing to $207M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Penn National Insurance 401(k) Retirement Savings Plan vs the 2023 asset distribution

By assets, Penn National Insurance 401(k) Retirement Savings Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$185M
Net Assets (End of Year)	$207M
Net Income	$23M
Employer EIN	230961349
Plan Effective Date	1972-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pennsylvania National Mutual Casualty Insurance Company)

Total plan assets by year, all Pennsylvania National Mutual Casualty Insurance Company plans on file

Year	Plans	Participants	Total Assets
2022	2	1,176	$393M
2023	2	1,134	$427M
2024	2	1,114	$430M

Nearby 401(k) Plans in Pennsylvania

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

Penn National Insurance 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Penn National Insurance 401(k) Retiremen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Penn National Insurance 401(k) Retirement Savings Plan by total assets, not by location.

Integrity Marketing Group 401(k) Plan (TX) $207M · 5,588
Zekelman Industries Employees 401(k) and Pension Plan (IL) $207M · 1,434
Anschutz Entertainment Group, Inc. 401(k) Plan (CA) $208M · 3,695
Denbury Inc. 401(k) Profit Sharing Plan (TX) $207M · 767

Frequently Asked Questions

How did Penn National Insurance 401(k) Retirement Savings Plan assets move in 2023? ▼

Penn National Insurance 401(k) Retirement Savings Plan grew at a solid clip - up 12.2% during 2023, from $185M to $207M. Reported net income was $23M.

How have Pennsylvania National Mutual Casualty Insurance Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pennsylvania National Mutual Casualty Insurance Company's sponsor-wide assets grew 9.4%, from $393M to $430M.

Where does Penn National Insurance 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Penn National Insurance 401(k) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Penn National Insurance 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Integrity Marketing Group 401(k) Plan in TX ($207M, 5,588 participants).

Next read for Penn National Insurance 401(k) Retiremen…

Scale reading

Ways to act on Penn National Insurance 401(k) Retirement Savings Plan's numbers.

By total assets, Penn National Insurance 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Pennsylvania National Mutual Casualty Insurance Company's sponsor-wide assets have grown 9.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 230961349.