401(k) · DOL Form 5500 · 2024

Pennsylvania National Mutual Casualty Insurance Company 401(k) Plan

Data updated 2026-08-25

$218M
Total assets Near avg plan size
812
Participants Near avg headcount
95th
Percentile by assets National rank
$267,975
Avg per participant High balance/head
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Official DOL plan name: Penn National Insurance 401(k) Retirement Savings Plan · Sponsored by Pennsylvania National Mutual Casualty Insurance Company · Pennsylvania · Finance & Insurance

$218M in assets, 812 participants

Pennsylvania National Mutual Casualty Insurance Company's Penn National Insurance 401(k) Retirement Savings Plan reported $218M in total assets and 812 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,805 in Finance & Insurance (8,549 peers)

Where Penn National Insurance 401(k) Retirement Savings Plan sits by assets

Penn National Insurance 401(k) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $218M for 812 participants (~$267,975/participant), up 4.9% in 2024.

#7,805
in Finance & Insurance (8,549 peers)
+4.9%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Penn National Insurance 401(k) Retirement Savings Plan's outsized position by total assets

Penn National Insurance 401(k) Retirement Savings Plan vs every filed plan by assets

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

$217,595,874 Top 5% higher than 95% 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 National Insurance 401(k) Retirement Savings 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 National Insurance 401(k) Retirement Savings Plan sits mid-pack in the medium band (812 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penn National Insurance 401(k) Retirement Savings Plan reported net income fell from $23M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Penn National Insurance 401(k) Retirement Savings Plan end-of-year assets rose from $207M in the plan year 2023 filing to $218M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 230961349 · Pennsylvania National Mutual Casualty Insurance Company PY 2024 · 401(k)

Penn National Insurance 401(k) Retirement Savings Plan · $218M · 812 · 95th

  • BOOK $218M
  • VS-ST 812
  • BOY 95th
  • SCH 401(k)
  • EBSA near Flow Control Group 401(k) Plan
  • PART ind #7805

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 National Insurance 401(k) Retirement Savings Plan in the asset neighbourhood

Eastern Research Group, Inc. Cash or Deferred Profit Sharing PlanEastern Research Group, Inc.…$218MPenn National Insurance 401(k) Retirement Savings PlanPenn National Insurance 401(…$218MFlow Control Group 401(k) PlanFlow Control Group 401(k) Pl…$218MUnited Scenic Artists Local 829 Retirement 401(k) PlanUnited Scenic Artists Local …$218MSmart Modular Technologies 401(k) Retirement Savings PlanSmart Modular Technologies 4…$217M
End-of-year total assets ($M) among Penn National Insurance 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$207M
Net Assets (End of Year)$218M
Net Income$10M
Employer EIN230961349
Plan Effective Date1972-01-01
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 401(k) Plans in Pennsylvania

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

Penn National Insurance 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Penn National Insurance 401(k) Retirement Savings Plan, Total assets ($B): 0.217595874 · Participants: 812Penn National Insurance 401(k) Retirement Savings 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 National Insurance 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penn National Insurance 401(k) Retirement Savings Plan side-by-side with 3 peers →

Penn National Insurance 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Flow Control Group 401(k) Plan in NC ($218M); by covered participants it is Alliance Entertainment 401(k) Plan in FL (812 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (812 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 National Insurance 401(k) Retirement Savings Plan assets move in 2024? ▼
Penn National Insurance 401(k) Retirement Savings Plan edged up modestly - up 4.9% during 2024, from $207M to $218M. Reported net income was $10M.
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 Penn National Insurance 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Penn National Insurance 401(k) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Penn National Insurance 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flow Control Group 401(k) Plan in NC ($218M, 2,038 participants).
Which 401(k) plans cover a similar participant headcount to Penn National Insurance 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliance Entertainment 401(k) Plan in FL (812 participants, $29M 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.