401(k) · DOL Form 5500 · 2024

Donegal Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$198M
Total assets Near avg plan size
798
Participants Near avg headcount
94th
Percentile by assets National rank
$248,373
Avg per participant Above avg balance/head
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Official DOL plan name: Donegal Mutual Insurance Company 401(k) Plan · Sponsored by Donegal Mutual Insurance Company · Pennsylvania · Finance & Insurance

$198M in assets, 798 participants

Donegal Mutual Insurance Company's Donegal Mutual Insurance Company 401(k) Plan reported $198M in total assets and 798 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,762 in Finance & Insurance (8,549 peers)

Where Donegal Mutual Insurance Company 401(k) Plan sits by assets

Donegal Mutual Insurance Company 401(k) Plan sits in the top 10% of all filed plans by assets, $198M for 798 participants (~$248,373/participant), up 14.6% in 2024.

#7,762
in Finance & Insurance (8,549 peers)
+14.6%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Donegal Mutual Insurance Company 401(k) Plan's outsized position by total assets

Donegal Mutual Insurance Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$198,201,529 Top 6% higher than 94% of 123,620 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 2024

Donegal Mutual Insurance Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donegal Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (798 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Donegal Mutual Insurance Company 401(k) Plan end-of-year assets rose from $173M in the plan year 2023 filing to $198M in the plan year 2024 filing.
  • Donegal Mutual Insurance Company 401(k) Plan reported participants fell from 869 in the plan year 2023 filing to 798 in the plan year 2024 filing.
  • Donegal Mutual Insurance Company 401(k) Plan reported net income rose from $24M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231336198 · Donegal Mutual Insurance Company PY 2024 · 401(k)

Donegal Mutual Insurance Company 401(k) Plan · $198M · 798 · 94th

  • EIN $198M
  • EIN 798
  • EIN 94th
  • EIN 401(k)
  • EIN near Hei Hotels and Resorts 401(k) Plan
  • EIN ind #7762

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 →

Donegal Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Apfs 401(k) Plan$198MDonegal Mutual Insurance Company 401(k) PlanDonegal Mutual Insurance Com…$198MHei Hotels and Resorts 401(k) PlanHei Hotels and Resorts 401(k…$198MEga 401(k) Profit Sharing PlanEga 401(k) Profit Sharing Pl…$198MManagement & Training Corporation Retirement PlanManagement & Training Corpor…$198M
End-of-year total assets ($M) among Donegal Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$173M
Net Assets (End of Year)$198M
Net Income$25M
Employer EIN231336198
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donegal Mutual Insurance Company)

Sponsor-wide plan assets over time

All Donegal Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$198M 32.63134619449977% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $149M $198M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 837 $149M
2023 1 869 $173M
2024 1 798 $198M

Nearby 401(k) Plans in Pennsylvania

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

Donegal Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Donegal Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.198201529 · Participants: 798Donegal Mutual Insurance Company 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Donegal Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Donegal Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Donegal Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hei Hotels and Resorts 401(k) Plan in CT ($198M); by covered participants it is Imprivata, Inc. 401(k) Plan in MA (798 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($198M here).

Similar participant headcount

Nearest other-state filings by covered participants (798 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Donegal Mutual Insurance Company 401(k) Plan assets move in 2024? ▼
Donegal Mutual Insurance Company 401(k) Plan grew at a solid clip - up 14.6% during 2024, from $173M to $198M. Reported net income was $25M.
How have Donegal Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donegal Mutual Insurance Company's sponsor-wide assets grew 32.6%, from $149M to $198M.
Where does Donegal Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Donegal Mutual Insurance Company 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Donegal Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hei Hotels and Resorts 401(k) Plan in CT ($198M, 10,540 participants).
Which 401(k) plans cover a similar participant headcount to Donegal Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Imprivata, Inc. 401(k) Plan in MA (798 participants, $119M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231336198.

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.