Penn Mutual Life Insurance 401(k) and pension plans

Penn Mutual Life Insurance Company, Horsham, PA. EIN 23-0952300. Annual reports 2009–2024. Also filed as Penn Mutual Life Insurance Co.

Penn Mutual Life Insurance Company has 3 active retirement plans on file. The largest is the The Penn Mutual Retirement & Savings Plan, with 1,756 participants and $490 million in assets in 2024. Transamerica has been its recordkeeper since 2018.

Active plans: 3
Participants: 3,998
Plan assets: $649 million
401(k) recordkeeper: Transamerica
Plans on file: 4
Industry: Finance and insurance

All 4 plans

Active plans first

The Penn Mutual Retirement & Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 008Employer EIN 23-0952300
Participants (2024): 1,756
Net assets (2024): $490 million
Recordkeeper: TransamericaEarlier: Mercer (2011–2017), Ascensus (2009–2010)
Plan administrator: Penn Mutual Life Insurance Company
600 Dresher Road
Horsham, PA 19044
(215) 956-8395As filed for 2024
In effect since: April 4, 1977

Plans merged into this one: Penn Mutual Retirement Plan (2024).

Earlier plan names: Penn Mutual Retirement & Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,756	$490 million	Transamerica
2023	1,846	$401 million	Transamerica
2022	1,862	$346 million	Transamerica
2021	1,840	$409 million	Transamerica
2020	1,770	$361 million	Transamerica
2019	1,838	$305 million	Transamerica
2018	1,788	$252 million	Transamerica
2017	1,839	$266 million	Mercer
2016	1,827	$233 million	Mercer
2015	1,773	$221 million	Mercer
2014	1,703	$215 million	Mercer
2013	1,637	$205 million	Mercer
2012	1,643	$177 million	Mercer
2011	1,627	$161 million	Mercer
2010	1,517	$159 million	Ascensus
2009	1,503	$142 million	Ascensus

Penn Mutual Agents' Retirement Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 23-0952300
Participants (2024): 1,175
Net assets (2024): $84.5 million
Recordkeeper: TransamericaEarlier: Mercer (2011–2016), Ascensus (2009–2010)
Plan administrator: Penn Mutual Life Insurance Company
600 Dresher Road
Horsham, PA 19044
(215) 956-8383As filed for 2024
In effect since: January 4, 1941

Earlier plan names: Penn Mutual Agents Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,175	$84.5 million	Transamerica
2023	1,175	$77.5 million	Transamerica
2022	1,197	$67.7 million	Transamerica
2021	1,156	$82.0 million	Transamerica
2020	1,201	$72.5 million	Transamerica
2019	1,258	$65.2 million	Transamerica
2018	1,276	$53.8 million	Transamerica
2017	2,203	$59.5 million	Transamerica
2016	2,435	$52.3 million	Mercer
2015	2,187	$49.8 million	Mercer
2014	1,989	$48.5 million	Mercer
2013	1,851	$45.8 million	Mercer
2012	1,792	$42.1 million	Mercer
2011	1,702	$39.5 million	Mercer
2010	819	$39.0 million	Ascensus
2009	996	$35.1 million	Ascensus

Penn Mutual Agents' 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 013Employer EIN 23-0952300
Participants (2024): 1,067
Net assets (2024): $75.1 million
Recordkeeper: TransamericaEarlier: Mercer (2011–2016), Ascensus (2009–2010)
Plan administrator: Penn Mutual Life Insurance Company
600 Dresher Road
Horsham, PA 19044
(215) 953-8383As filed for 2024
In effect since: January 1, 1991

Earlier plan names: Penn Mutual Agents 401(k) Plan; Penn Mutual Agents 401K Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,067	$75.1 million	Transamerica
2023	1,064	$74.7 million	Transamerica
2022	1,068	$67.3 million	Transamerica
2021	1,096	$81.7 million	Transamerica
2020	1,125	$69.5 million	Transamerica
2019	1,168	$61.5 million	Transamerica
2018	1,179	$50.7 million	Transamerica
2017	1,337	$52.6 million	Transamerica
2016	1,305	$44.8 million	Mercer
2015	1,176	$40.3 million	Mercer
2014	1,077	$38.4 million	Mercer
2013	1,017	$34.2 million	Mercer
2012	1,044	$28.1 million	Mercer
2011	1,273	$26.1 million	Mercer
2010	1,031	$25.2 million	Ascensus
2009	937	$21.6 million	Ascensus

Penn Mutual Retirement Plan

Pension (defined benefit), frozenMerged

Merged. In 2024 its assets moved to the The Penn Mutual Retirement & Savings Plan, sponsored by Penn Mutual Life Insurance Company (EIN 23-0952300, plan 008). Accounts moved with them, so that plan is the one to contact.

Plan number: 010Employer EIN 23-0952300
Participants (2023): 2,039
Net assets (2023): $207 million
Plan administrator: Penn Mutual Life Insurance Company
600 Dresher Road
Horsham, PA 19044
(215) 956-8395As filed for 2024
In effect since: January 1, 1986

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	2,039	$207 million	not listed
2022	2,070	$194 million	not listed
2021	2,108	$231 million	not listed
2020	2,154	$224 million	not listed
2019	2,087	$214 million	not listed
2018	2,115	$181 million	not listed
2017	2,150	$193 million	not listed
2016	2,193	$178 million	not listed
2015	2,231	$175 million	not listed
2014	2,253	$179 million	not listed
2013	2,288	$176 million	not listed
2012	2,329	$158 million	not listed
2011	2,359	$146 million	not listed
2010	2,402	$134 million	not listed
2009	2,434	$122 million	not listed

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the The Penn Mutual Retirement & Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((215) 956-8395). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

The Penn Mutual Retirement & Savings Plan

Penn Mutual Agents' Retirement Plan

Penn Mutual Agents' 401(k) Plan

Penn Mutual Retirement Plan

If you had money in one of these plans

What these numbers are

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