401(k) · DOL Form 5500 · 2022

Penn Capital Management Co., Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
25
Participants Small participant base
68th
Percentile by assets National rank
$457,491
Avg per participant High balance/head
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Official DOL plan name: Penn Capital Management Co., Inc. 401(k) Plan · Sponsored by Penn Capital Management Co., Inc. · Pennsylvania · Finance & Insurance

$11M in assets, 25 participants

Penn Capital Management Co., Inc.'s Penn Capital Management Co., Inc. 401(k) Plan reported $11M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,735 in Finance & Insurance (9,261 peers)

2022 asset change

Penn Capital Management Co., Inc. 401(k) Plan declined sharply 20.4% in 2022 ($14M → $11M) for 25 participants.

#4,735
in Finance & Insurance (9,261 peers)
-20.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penn Capital Management Co., Inc. 401(k) Plan's outsized position by total assets

Penn Capital Management Co., Inc. 401(k) Plan vs every filed plan by assets

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

$11,437,280 Top 32% higher than 68% 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

Penn Capital Management Co., Inc. 401(k) 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. Penn Capital Management Co., Inc. 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

DOL schedule card

Filing strip 222796848 · Penn Capital Management Co., Inc. PY 2022 · 401(k)

Penn Capital Management Co., Inc. 401(k) Plan · $11M · 25 · 68th

  • PHOTO $11M
  • IND 25
  • EOY 68th
  • 5500 401(k)
  • ASSETS near Hrc-Be-Cc 401(k)Plan
  • PCT ind #4735

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 Capital Management Co., Inc. 401(k) Plan in the asset neighbourhood

Penn Capital Management Co., Inc. 401(k) PlanPenn Capital Management Co.,…$11MHrc-Be-Cc 401(k)Plan$11MAnkle and Foot Centers of Georgia 401(k) PlanAnkle and Foot Centers of Ge…$11MFerche Millwork, Inc. Savings PlanFerche Millwork, Inc. Saving…$11MGeater Machining & Manufacturing Co., Inc. Retirement Savings PlanGeater Machining & Manufactu…$11M
End-of-year total assets ($M) among Penn Capital Management Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Penn Capital Management Co., Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Penn Capital Management Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 4.964720632877747% vs 2022
2024 filing year
$10.8M$11M$11.2M$11.4M$11.6M 202220232024 $11.4M $10.9M ▼ -5.0%
Year Plans Participants Total Assets
2022 1 25 $11M
2023 1 24 $11M
2024 1 21 $11M

2022 asset-move particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN222796848
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Penn Capital Management Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Penn Capital Management Co., Inc. 401(k) Plan, Total assets ($B): 0.01143728 · Participants: 25Penn Capital Management Co., Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Penn Capital Management Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penn Capital Management Co., Inc. 401(k) Plan side-by-side with 3 peers →

Penn Capital Management Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hrc-Be-Cc 401(k)Plan in CA ($11M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Penn Capital Management Co., Inc. 401(k) Plan assets move in 2022? ▼
Penn Capital Management Co., Inc. 401(k) Plan declined sharply - down 20.4% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Penn Capital Management Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn Capital Management Co., Inc.'s sponsor-wide assets declined 5.0%, from $11M to $11M.
Which 401(k) plans are similar in size to Penn Capital Management Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hrc-Be-Cc 401(k)Plan in CA ($11M, 353 participants).
Which 401(k) plans cover a similar participant headcount to Penn Capital Management Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M 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 222796848.

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.