Defined Benefit (Pension) · DOL Form 5500 · 2023
Pennsylvania Lumbermens Mutual Insurance Company Pension Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 42
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $963,065
- Avg per participant High balance/head
Official DOL plan name: The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan · Sponsored by Pennsylvania Lumbermens Mutual Insurance Company · Pennsylvania · Finance & Insurance
$40M in assets, 42 participants
Pennsylvania Lumbermens Mutual Insurance Company's The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan reported $40M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,580 in Finance & Insurance (8,869 peers)
Where The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan sits by assets
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 42 participants (~$963,065/participant), down 1.9% in 2023.
- #6,580
- in Finance & Insurance (8,869 peers)
- -1.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $791K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan's outsized position by total assets
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,448,740 Top 17% higher than 83% 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
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan is a small filing (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to -$791K in the plan year 2023 filing.
- The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan reported participants fell from 43 in the plan year 2022 filing to 42 in the plan year 2023 filing.
- The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan end-of-year assets fell from $41M in the plan year 2022 filing to $40M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 230959220 · Pennsylvania Lumbermens Mutual Insurance Company PY 2023 · Defined Benefit (Pension)
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan · $40M · 42 · 83rd
- BOOK $40M
- BOOK 42
- BOOK 83rd
- BOOK Defined Benefit (Pension)
- BOOK near Minn-Dak Farmers Cooperative Pension Plan
- BOOK ind #6580
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 →
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$791K |
| Employer EIN | 230959220 |
| Plan Effective Date | 1947-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennsylvania Lumbermens Mutual Insurance Company)
Sponsor-wide plan assets over time
All Pennsylvania Lumbermens Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 4.20506645029246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 200 | $81M |
| 2023 | 2 | 212 | $84M |
| 2024 | 2 | 218 | $84M |
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
The Pennsylvania Lumbermens Mutual Insurance Company Consolidated Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Minn-Dak Farmers Cooperative Pension Plan in ND ($40M); by covered participants it is American Textile Maintenance Company Employees Cash Balance Pension Plan in CA (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.
- American Textile Maintenance Company Employees Cash Balance Pension Plan (CA) 42 · 0 off
- Cemetery Employer Association Union Pension Plan (NY) 42 · 0 off
- Media Guild Retirement Plan (CA) 42 · 0 off
- United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen (CO) 42 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.