Defined Benefit (Pension) · DOL Form 5500 · 2023
Pennsylvania National Mutual Casualty Insurance Company Pension Plan
Data updated 2026-08-25
- $219M
- Total assets Near avg plan size
- 330
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $664,652
- Avg per participant High balance/head
Official DOL plan name: Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies · Sponsored by Pennsylvania National Mutual Casualty Insurance Company · Pennsylvania · Finance & Insurance
$219M in assets, 330 participants
Pennsylvania National Mutual Casualty Insurance Company's Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies reported $219M in total assets and 330 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.
- #8,172 in Finance & Insurance (8,869 peers)
Coverage in Pennsylvania
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies covers 330 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $219M.
- #8,172
- in Finance & Insurance (8,869 peers)
- +5.5%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies's outsized position by total assets
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$219,335,009 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
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies 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. Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies sits mid-pack in the medium band (330 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies reported net income rose from -$72M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies reported participants fell from 366 in the plan year 2022 filing to 330 in the plan year 2023 filing.
- Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies end-of-year assets rose from $208M in the plan year 2022 filing to $219M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 230961349 · Pennsylvania National Mutual Casualty Insurance Company PY 2023 · Defined Benefit (Pension)
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies · $219M · 330 · 95th
- SCH $219M
- EBSA 330
- PART 95th
- TYPE Defined Benefit (Pension)
- NET near The Retirement Plan for Employees of Bush Brothers & Company
- BOOK ind #8172
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 →
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $208M |
|---|---|
| Net Assets (End of Year) | $219M |
| Net Income | $11M |
| Employer EIN | 230961349 |
| Plan Effective Date | 1948-09-01 |
| 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 Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Retirement Plan for Employees of Bush Brothers & Company in TN ($219M); by covered participants it is Eastern Shore Teamsters Pension Fund in MD (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($219M here).
Similar participant headcount
Nearest other-state filings by covered participants (330 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.