Profit Sharing · DOL Form 5500 · 2024
Penn Mutual Life Insurance Company Profit Sharing Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 532
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $158,742
- Avg per participant Above avg balance/head
Official DOL plan name: Penn Mutual Agents' Retirement Plan · Sponsored by Penn Mutual Life Insurance Company · Pennsylvania · Finance & Insurance
$84M in assets, 532 participants
Penn Mutual Life Insurance Company's Penn Mutual Agents' Retirement Plan reported $84M in total assets and 532 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,115 in Finance & Insurance (8,549 peers)
Where Penn Mutual Agents' Retirement Plan sits by assets
Penn Mutual Agents' Retirement Plan sits in the top quartile of all filed plans by assets, $84M for 532 participants (~$158,742/participant), up 8.9% in 2024.
- #7,115
- in Finance & Insurance (8,549 peers)
- +8.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Penn Mutual Agents' Retirement Plan's outsized position by total assets
Penn Mutual Agents' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,450,693 Top 11% higher than 89% of 123,620 filed plans
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' Retirement 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' Retirement 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' Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Penn Mutual Agents' Retirement Plan end-of-year assets rose from $78M in the plan year 2023 filing to $84M in the plan year 2024 filing.
- Penn Mutual Agents' Retirement Plan reported participants rose from 522 in the plan year 2023 filing to 532 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 230952300 · Penn Mutual Life Insurance Company PY 2024 · Profit Sharing
Penn Mutual Agents' Retirement Plan · $84M · 532 · 89th
- EIN $84M
- RANK 532
- PHOTO 89th
- IND Profit Sharing
- EOY near Imc Markets N.a. 401(k) Plan
- 5500 ind #7115
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' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $7M |
| Employer EIN | 230952300 |
| Plan Effective Date | 1941-01-04 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 2,197 | $675M |
| 2023 | 4 | 2,215 | $760M |
| 2024 | 5 | 2,214 | $652M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Penn Mutual Agents' Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Imc Markets N.a. 401(k) Plan in IL ($84M); by covered participants it is Jackson Lewis P.C. Profit Sharing Plan in NY (530 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
Similar participant headcount
Nearest other-state filings by covered participants (532 participants); asset peers above are excluded.
- Jackson Lewis P.C. Profit Sharing Plan (NY) 530 · 2 off
- Jasmine Vineyards, Inc. Profit Sharing Plan (CA) 534 · 2 off
- Westhab, Inc. Retirement Plan (NY) 534 · 2 off
- Willow Brook 403(b) Retirement Plan (OH) 529 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.