401(k) · DOL Form 5500 · 2023

Pennsylvania Lumbermens Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
170
Participants Small participant base
84th
Percentile by assets National rank
$256,068
Avg per participant Above avg balance/head
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Official DOL plan name: Plm Savings Plan · Sponsored by Pennsylvania Lumbermens Mutual Insurance Company · Pennsylvania · Finance & Insurance

$44M in assets, 170 participants

Pennsylvania Lumbermens Mutual Insurance Company's Plm Savings Plan reported $44M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,695 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Plm Savings Plan covers 170 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $44M.

#6,695
in Finance & Insurance (8,869 peers)
+10.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Plm Savings Plan's outsized position by total assets

Plm Savings Plan vs every filed plan by assets

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

$43,531,522 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Plm 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. Plm Savings Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plm Savings Plan reported net income rose from -$279K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Plm Savings Plan end-of-year assets rose from $39M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Plm Savings Plan reported participants rose from 157 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 230959220 · Pennsylvania Lumbermens Mutual Insurance Company PY 2023 · 401(k)

Plm Savings Plan · $44M · 170 · 84th

  • PART $44M
  • PART 170
  • PART 84th
  • PART 401(k)
  • PART near Rwa Wealth Partners, LLC 401(k) Plan
  • PART ind #6695

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 →

Plm Savings Plan in the asset neighbourhood

Renfro Retirement Savings PlanRenfro Retirement Savings Pl…$44MGibson Brands, Inc. 401(k) PlanGibson Brands, Inc. 401(k) P…$44MRwa Wealth Partners, LLC 401(k) PlanRwa Wealth Partners, LLC 401…$44MPlm Savings Plan$44MPuckett Machinery Company 401(k) Retirement Savings Plan and TrustPuckett Machinery Company 40…$44M
End-of-year total assets ($M) among Plm Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$44M
Net Income$4M
Employer EIN230959220
Plan Effective Date1987-07-01
Filing StatusFILING 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
$80M$82M$84M$86M 202220232024 $80.7M $84.1M ▲ +4.2%
Year Plans Participants Total Assets
2022 2 200 $81M
2023 2 212 $84M
2024 2 218 $84M

Nearby 401(k) Plans in Pennsylvania

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

Plm Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Plm Savings Plan, Total assets ($B): 0.043531522 · Participants: 170Plm Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Plm Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Plm Savings Plan side-by-side with 3 peers →

Plm Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Rwa Wealth Partners, LLC 401(k) Plan in MA ($44M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (170 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.

Frequently Asked Questions

How did Plm Savings Plan assets move in 2023? ▼
Plm Savings Plan grew at a solid clip - up 10.4% during 2023, from $39M to $44M. Reported net income was $4M.
How have Pennsylvania Lumbermens Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania Lumbermens Mutual Insurance Company's sponsor-wide assets grew 4.2%, from $81M to $84M.
Where does Plm Savings Plan rank by assets among Form 5500 filers? ▼
Plm Savings Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Plm Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rwa Wealth Partners, LLC 401(k) Plan in MA ($44M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Plm Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 participants, N/A in assets).

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 230959220.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.