Plan Ledger DOL Form 5500 · updated monthly

Pennsylvania Lumbermens Mutual Insurance Company401(k)

PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Pennsylvania Lumbermens Mutual Insurance Company reported $27,288 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,045 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 841st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,770th of 4,798 in finance & insurance. In 2024, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,385,351
Participants with balances258
Active participants166
Employer contributions$1,833,391
Employee contributions$1,853,841
Employer contribution per active participant$11,045
Average account balance$179,788
Benefits paid to participants$5,071,417
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.4M · 258 accts · $1.8M emplr
2023$43.5M · 272 accts · $1.8M emplr
2022$39.4M · 251 accts · $1.5M emplr
The Pennsylvania Lumbermens Mutual Insurance Company 401(k) match · 2024
Employer contribution per active participant$11,045
Median for plans this size$2,416
2024$11,045 per active participant
2023$10,166 per active participant
2022$8,964 per active participant

Pennsylvania Lumbermens Mutual Insurance Company's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$18,060
VANGUARD ADVISERS INC. · Investment advisory (participants)$10,623

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,288 · 0.06%
2023$26,305 · 0.06%
2022$8,131 · 0.02%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Ameriserv Financial PA$48.6M · 0.34%
Meridian Bank PA$48.0M · 0.20%
Tri State Capital Bank PA$45.4M · 0.01%
Petrochoice Holdings, Inc. PA$44.4M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 230959220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.