401(k) · DOL Form 5500 · 2022

John a. Penney Co., Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
29
Participants Small participant base
67th
Percentile by assets National rank
$383,705
Avg per participant High balance/head
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Official DOL plan name: John a. Penney Co., Inc. Retirement Savings Plan · Sponsored by John a. Penney Co., Inc. · Massachusetts · Construction

$11M in assets, 29 participants

John a. Penney Co., Inc.'s John a. Penney Co., Inc. Retirement Savings Plan reported $11M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,617 in Construction (9,927 peers)

John a. Penney Co., Inc. multi-year trail

John a. Penney Co., Inc.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows John a. Penney Co., Inc. Retirement Savings Plan at $11M / 29 participants.

#6,617
in Construction (9,927 peers)
-15.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John a. Penney Co., Inc. Retirement Savings Plan's outsized position by total assets

John a. Penney Co., Inc. Retirement Savings Plan vs every filed plan by assets

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

$11,127,448 Top 33% higher than 67% 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

John a. Penney Co., Inc. Retirement Savings 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. John a. Penney Co., Inc. Retirement Savings Plan is a small filing (29 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043524137 · John a. Penney Co., Inc. PY 2022 · 401(k)

John a. Penney Co., Inc. Retirement Savings Plan · $11M · 29 · 67th

  • PHOTO $11M
  • IND 29
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Lone Star Fasteners, LLC 401(k) and Profit Sharing Plan
  • PCT ind #6617

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 Construction retirement plans → · Plans in Massachusetts →

John a. Penney Co., Inc. Retirement Savings Plan in the asset neighbourhood

John a. Penney Co., Inc. Retirement Savings PlanJohn a. Penney Co., Inc. Ret…$11MLone Star Fasteners, LLC 401(k) and Profit Sharing PlanLone Star Fasteners, LLC 401…$11MHarness Roofing, Inc. Retirement Plan TrustHarness Roofing, Inc. Retire…$11MDual Temp Company, Inc. Profit Sharing 401(k) PlanDual Temp Company, Inc. Prof…$11MThe Scott Fetzer Hourly Employee 401(k) PlanThe Scott Fetzer Hourly Empl…$11M
End-of-year total assets ($M) among John a. Penney Co., Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

John a. Penney Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John a. Penney Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 33.79189010813621% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $14.9M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 29 $11M
2023 1 25 $14M
2024 1 25 $15M

John a. Penney Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN043524137
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

John a. Penney Co., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants John a. Penney Co., Inc. Retirement Savings Plan, Total assets ($B): 0.011127448 · Participants: 29John a. Penney Co., Inc. Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
John a. Penney Co., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare John a. Penney Co., Inc. Retirement Savings Plan side-by-side with 3 peers →

John a. Penney Co., Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lone Star Fasteners, LLC 401(k) and Profit Sharing Plan in TX ($11M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 John a. Penney Co., Inc. Retirement Savings Plan assets move in 2022? ▼
John a. Penney Co., Inc. Retirement Savings Plan declined sharply - down 15.2% during 2022, from $13M to $11M. Reported net income was -$2M.
How have John a. Penney Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John a. Penney Co., Inc.'s sponsor-wide assets grew 33.8%, from $11M to $15M.
Which 401(k) plans are similar in size to John a. Penney Co., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lone Star Fasteners, LLC 401(k) and Profit Sharing Plan in TX ($11M, 276 participants).
Which 401(k) plans cover a similar participant headcount to John a. Penney Co., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M 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 043524137.

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.