401(k) · DOL Form 5500 · 2024

Penn Mutual Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
532
Participants Below avg headcount
88th
Percentile by assets National rank
$141,259
Avg per participant Near avg balance/head
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Official DOL plan name: Penn Mutual Agents' 401(k) Plan · Sponsored by Penn Mutual Life Insurance Company · Pennsylvania · Finance & Insurance

$75M in assets, 532 participants

Penn Mutual Life Insurance Company's Penn Mutual Agents' 401(k) Plan reported $75M in total assets and 532 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,982 in Finance & Insurance (8,549 peers)

Where Penn Mutual Agents' 401(k) Plan sits by assets

Penn Mutual Agents' 401(k) Plan sits in the top quartile of all filed plans by assets, $75M for 532 participants (~$141,259/participant), up 0.6% in 2024.

#6,982
in Finance & Insurance (8,549 peers)
+0.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Penn Mutual Agents' 401(k) Plan's outsized position by total assets

Penn Mutual Agents' 401(k) Plan vs every filed plan by assets

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

$75,149,636 Top 12% higher than 88% 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

Penn Mutual Agents' 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. Penn Mutual Agents' 401(k) Plan sits mid-pack in the medium band (532 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penn Mutual Agents' 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $482K in the plan year 2024 filing.
  • Penn Mutual Agents' 401(k) Plan reported participants rose from 522 in the plan year 2023 filing to 532 in the plan year 2024 filing.
  • Penn Mutual Agents' 401(k) Plan end-of-year assets rose from $75M in the plan year 2023 filing to $75M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 230952300 · Penn Mutual Life Insurance Company PY 2024 · 401(k)

Penn Mutual Agents' 401(k) Plan · $75M · 532 · 88th

  • PART $75M
  • TYPE 532
  • NET 88th
  • BOOK 401(k)
  • VS-ST near Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions
  • BOY ind #6982

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 →

Penn Mutual Agents' 401(k) Plan in the asset neighbourhood

Retail Specialists 401(k) PlanRetail Specialists 401(k) Pl…$75MGlencore Ltd. 401(k) Savings PlanGlencore Ltd. 401(k) Savings…$75MRockefeller Philanthropy Advisors 401(k) PlanRockefeller Philanthropy Adv…$75MPenn Mutual Agents' 401(k) PlanPenn Mutual Agents' 401(k) P…$75MBou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsBou Bancorp, Inc. Employee S…$75M
End-of-year total assets ($M) among Penn Mutual Agents' 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)$75M
Net Assets (End of Year)$75M
Net Income$482K
Employer EIN230952300
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn Mutual Life Insurance Company)

Sponsor-wide plan assets over time

All Penn Mutual Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$652M 3.3861710047136486% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $675M $652M ▼ -3.4%
Year Plans Participants Total Assets
2022 4 2,197 $675M
2023 4 2,215 $760M
2024 5 2,214 $652M

Nearby 401(k) Plans in Pennsylvania

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

Penn Mutual Agents' 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Penn Mutual Agents' 401(k) Plan, Total assets ($B): 0.075149636 · Participants: 532Penn Mutual Agents' 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
Penn Mutual Agents' 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penn Mutual Agents' 401(k) Plan side-by-side with 3 peers →

Penn Mutual Agents' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions in UT ($75M); by covered participants it is Design Ready Controls, Inc. 401(k) Plan in MN (532 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (532 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 Penn Mutual Agents' 401(k) Plan assets move in 2024? ▼
Penn Mutual Agents' 401(k) Plan held essentially flat - up 0.6% during 2024, from $75M to $75M. Reported net income was $482K.
How have Penn Mutual Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn Mutual Life Insurance Company's sponsor-wide assets declined 3.4%, from $675M to $652M.
Where does Penn Mutual Agents' 401(k) Plan rank by assets among Form 5500 filers? ▼
Penn Mutual Agents' 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Penn Mutual Agents' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions in UT ($75M, 348 participants).
Which 401(k) plans cover a similar participant headcount to Penn Mutual Agents' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Design Ready Controls, Inc. 401(k) Plan in MN (532 participants, $15M 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 230952300.

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.