Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Pennsylvania National Mutual Casualty Insurance Company · Pennsylvania · Finance & Insurance
What the 2023 filing shows
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies holds $219M for 330 participants — about $664,652 per participant, up 5.5% over the 2023 plan year.
- $219M
- total plan assets (2023 EOY)
- 330
- covered participants
- $664,652
- avg assets per participant
- +5.5%
- assets growth YoY
What the Filing Says About Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies is a Defined Benefit (Pension) retirement plan sponsored by Pennsylvania National Mutual Casualty Insurance Company, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $219M in total end-of-year assets and covers 330 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 230961349, and the plan has been effective since 1948-09-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $208M at the beginning of 2023 to $219M at year-end — a gain of 5.5%. Net assets (after liabilities) closed the year at $219M, with reported net income of $11M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $208M |
| Total Assets (End of Year) | $219M |
| Net Assets (End of Year) | $219M |
| Net Income | $11M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 230961349 |
| Plan Effective Date | 1948-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennsylvania National Mutual Casualty Insurance Company)
| 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.
- 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
- United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) $4.3B · 3,317
Related Data
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.