401(k) · DOL Form 5500 · 2023
Pennsylvania National Mutual Casualty Insurance Company 401(k) Plan
Data updated 2026-08-25
- $207M
- Total assets Near avg plan size
- 804
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $258,045
- Avg per participant Above avg balance/head
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.
- #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.
- #8,137
- in Finance & Insurance (8,869 peers)
- +12.2%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Penn National Insurance 401(k) Retirement Savings Plan's outsized position 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 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 National Insurance 401(k) Retirement Savings Plan sits mid-pack in the medium band (804 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Form 5500 schedule snapshot
Filing strip 230961349 · Pennsylvania National Mutual Casualty Insurance Company PY 2023 · 401(k)
Penn National Insurance 401(k) Retirement Savings Plan · $207M · 804 · 95th
- RANK $207M
- PHOTO 804
- IND 95th
- EOY 401(k)
- 5500 near Integrity Marketing Group 401(k) Plan
- ASSETS ind #8137
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 National Insurance 401(k) Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Pennsylvania National Mutual Casualty Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $430M 9.377427631131713% vs 2022
- 2024 filing year
| 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.
- 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
Penn National Insurance 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Integrity Marketing Group 401(k) Plan in TX ($207M); by covered participants it is Cda Dba Maxsent 401(k) Plan in MD (804 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($207M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (804 participants); asset peers above are excluded.
- Cda Dba Maxsent 401(k) Plan (MD) 804 · 0 off
- Brooks Save Happy 401(k) Plan (WA) 804 · 0 off
- Icbd Holdings, LLC 401(k) Plan (FL) 804 · 0 off
- Horiba Instruments Incorporated 401(k) Plan (CA) 804 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.