401(k) · DOL Form 5500 · 2024
Pennsylvania Lumbermens Mutual Insurance Company 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 179
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $259,136
- Avg per participant Above avg balance/head
Official DOL plan name: Plm Savings Plan · Sponsored by Pennsylvania Lumbermens Mutual Insurance Company · Pennsylvania · Finance & Insurance
$46M in assets, 179 participants
Pennsylvania Lumbermens Mutual Insurance Company's Plm Savings Plan reported $46M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,329 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Plm Savings Plan covers 179 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $46M.
- #6,329
- in Finance & Insurance (8,549 peers)
- +6.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Plm Savings Plan's outsized position by total assets
Plm Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,385,351 Top 17% higher than 83% 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
Plm 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. Plm Savings Plan sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Plm Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Plm Savings Plan end-of-year assets rose from $44M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Plm Savings Plan reported participants rose from 170 in the plan year 2023 filing to 179 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 230959220 · Pennsylvania Lumbermens Mutual Insurance Company PY 2024 · 401(k)
Plm Savings Plan · $46M · 179 · 83rd
- RANK $46M
- RANK 179
- RANK 83rd
- RANK 401(k)
- RANK near Caire, Inc. 401(k) Plan
- RANK ind #6329
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 →
Plm Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $3M |
| Employer EIN | 230959220 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennsylvania Lumbermens Mutual Insurance Company)
Sponsor-wide plan assets over time
All Pennsylvania Lumbermens Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 4.20506645029246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 200 | $81M |
| 2023 | 2 | 212 | $84M |
| 2024 | 2 | 218 | $84M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Plm Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Caire, Inc. 401(k) Plan in GA ($46M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Davies Life & Health, Inc. (MA) 179 · 0 off
- Pubco Corporation and Subsidiaries 401(k) Plan (OH) 179 · 0 off
- Capital Healthcare Mso, Inc. 401(k) Plan (VA) 179 · 0 off
- Ascom (US), Inc. Retirement Plan (NC) 179 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.