Defined Benefit (Pension) · DOL Form 5500 · 2024

Pennsylvania National Mutual Casualty Insurance Company Pension Plan

Data updated 2026-08-25

$212M
Total assets Near avg plan size
302
Participants Below avg headcount
94th
Percentile by assets National rank
$702,252
Avg per participant High balance/head
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Official DOL plan name: Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies · Sponsored by Pennsylvania National Mutual Casualty Insurance Company · Pennsylvania · Finance & Insurance

$212M in assets, 302 participants

Pennsylvania National Mutual Casualty Insurance Company's Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies reported $212M in total assets and 302 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.

  • #7,795 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies covers 302 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $212M.

#7,795
in Finance & Insurance (8,549 peers)
-3.3%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies's outsized position by total assets

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies vs every filed plan by assets

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

$212,080,165 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

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies 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. Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies reported net income fell from $11M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies reported participants fell from 330 in the plan year 2023 filing to 302 in the plan year 2024 filing.
  • Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies end-of-year assets fell from $219M in the plan year 2023 filing to $212M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 230961349 · Pennsylvania National Mutual Casualty Insurance Company PY 2024 · Defined Benefit (Pension)

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies · $212M · 302 · 94th

  • PART $212M
  • TYPE 302
  • NET 94th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Swedish Match North America Retirement Plan
  • BOY ind #7795

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 →

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies in the asset neighbourhood

Nyu Langone Hospital-Brooklyn Uft Retirement PlanNyu Langone Hospital-Brookly…$212MHope Gas Pension Plan$212MSabre Glbl Inc. Legacy Pension PlanSabre Glbl Inc. Legacy Pensi…$212MSwedish Match North America Retirement PlanSwedish Match North America …$212MRevised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated CompaniesRevised Pension Plan for Emp…$212M
End-of-year total assets ($M) among Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$219M
Net Assets (End of Year)$212M
Net Income-$7M
Employer EIN230961349
Plan Effective Date1948-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania National Mutual Casualty Insurance Company)

Sponsor-wide plan assets over time

All Pennsylvania National Mutual Casualty Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$430M 9.377427631131713% vs 2022
2024 filing year
$380M$400M$420M$440M 202220232024 $393M $430M ▲ +9.4%
Year Plans Participants Total Assets
2022 2 1,176 $393M
2023 2 1,134 $427M
2024 2 1,114 $430M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies, Total assets ($B): 0.212080165 · Participants: 302Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated CompaniesNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies side-by-side with 3 peers →

Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Swedish Match North America Retirement Plan in VA ($212M); by covered participants it is Urs Federal Services, Inc. Employees Retirement Plan in VA (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($212M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies assets move in 2024? ▼
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies edged down modestly - down 3.3% during 2024, from $219M to $212M. Reported net income was -$7M.
How have Pennsylvania National Mutual Casualty Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania National Mutual Casualty Insurance Company's sponsor-wide assets grew 9.4%, from $393M to $430M.
Where does Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies rank by assets among Form 5500 filers? ▼
Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies 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 Defined Benefit (Pension) plans are similar in size to Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Swedish Match North America Retirement Plan in VA ($212M, 233 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Urs Federal Services, Inc. Employees Retirement Plan in VA (302 participants, $244M 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 230961349.

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.