401(k) · DOL Form 5500 · 2022

Ron Penney & Associates 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
34th
Percentile by assets National rank
$143,180
Avg per participant Near avg balance/head
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Official DOL plan name: Ron Penney & Associates 401(k) Profit Sharing Plan · Sponsored by Ron Penney & Associates · Missouri · Finance & Insurance

$2M in assets, 14 participants

Ron Penney & Associates's Ron Penney & Associates 401(k) Profit Sharing Plan reported $2M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,118 in Finance & Insurance (9,261 peers)

Ron Penney & Associates multi-year trail

Ron Penney & Associates's plans moved +73.2% in assets from 2022 to 2024; this filing shows Ron Penney & Associates 401(k) Profit Sharing Plan at $2M / 14 participants.

#2,118
in Finance & Insurance (9,261 peers)
-42.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ron Penney & Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Ron Penney & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,004,525 34th percentile higher than 34% of 139,123 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 2022

Ron Penney & Associates 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ron Penney & Associates 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 431883269 · Ron Penney & Associates PY 2022 · 401(k)

Ron Penney & Associates 401(k) Profit Sharing Plan · $2M · 14 · 34th

  • EOY $2M
  • 5500 14
  • ASSETS 34th
  • PCT 401(k)
  • EIN near Food for Thought Enterprises Retirement Savings Plan
  • RANK ind #2118

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 Missouri →

Ron Penney & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Ron Penney & Associates 401(k) Profit Sharing PlanRon Penney & Associates 401(…$2MFood for Thought Enterprises Retirement Savings PlanFood for Thought Enterprises…$2MWalt Dittmer & Sons, Inc. Profit Sharing PlanWalt Dittmer & Sons, Inc. Pr…$2MMetal Powder Products, LLC Washington Street Hourly Employees Retirement PlanMetal Powder Products, LLC W…$2MRustam Devitre Md 401(k) Profit Sharing Plan & TrustRustam Devitre Md 401(k) Pro…$2M
End-of-year total assets ($M) among Ron Penney & Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ron Penney & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Ron Penney & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$3M 73.18247465110188% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2M $3.47M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 13 $3M
2024 1 13 $3M

Ron Penney & Associates filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN431883269
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Ron Penney & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Ron Penney & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.002004525 · Participants: 14Ron Penney & Associates 401(k) Profit Sharing PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Ron Penney & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ron Penney & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ron Penney & Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Food for Thought Enterprises Retirement Savings Plan in IL ($2M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ron Penney & Associates 401(k) Profit Sharing Plan assets move in 2022? ▼
Ron Penney & Associates 401(k) Profit Sharing Plan contracted severely - down 42.2% during 2022, from $3M to $2M. Reported net income was -$1M.
How have Ron Penney & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ron Penney & Associates's sponsor-wide assets grew 73.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Ron Penney & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Food for Thought Enterprises Retirement Savings Plan in IL ($2M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Ron Penney & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431883269.

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.