401(k) · DOL Form 5500 · 2022

Pennsylvania Employees Benefit Trust Fund 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
60
Participants Small participant base
67th
Percentile by assets National rank
$181,438
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan of the Nonunion Employees of the Pebtf · Sponsored by Pennsylvania Employees Benefit Trust Fund · Pennsylvania · Finance & Insurance

$11M in assets, 60 participants

Pennsylvania Employees Benefit Trust Fund's Retirement Plan of the Nonunion Employees of the Pebtf reported $11M in total assets and 60 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.

  • #4,642 in Finance & Insurance (9,261 peers)

Pennsylvania Employees Benefit Trust Fund multi-year trail

Pennsylvania Employees Benefit Trust Fund's plans moved +31.6% in assets from 2022 to 2024; this filing shows Retirement Plan of the Nonunion Employees of the Pebtf at $11M / 60 participants.

#4,642
in Finance & Insurance (9,261 peers)
-21.8%
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.

Retirement Plan of the Nonunion Employees of the Pebtf's outsized position by total assets

Retirement Plan of the Nonunion Employees of the Pebtf vs every filed plan by assets

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

$10,886,282 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

Retirement Plan of the Nonunion Employees of the Pebtf among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of the Nonunion Employees of the Pebtf is a small filing (60 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 521588740 · Pennsylvania Employees Benefit Trust Fund PY 2022 · 401(k)

Retirement Plan of the Nonunion Employees of the Pebtf · $11M · 60 · 67th

  • NET $11M
  • NET 60
  • NET 67th
  • NET 401(k)
  • NET near Mcgregor Metalworking Companies 401(k) Profit Sharing Plan
  • NET ind #4642

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 →

Retirement Plan of the Nonunion Employees of the Pebtf in the asset neighbourhood

Retirement Plan of the Nonunion Employees of the PebtfRetirement Plan of the Nonun…$11MMcgregor Metalworking Companies 401(k) Profit Sharing PlanMcgregor Metalworking Compan…$11MWhite House Custom Colour, Inc. 401(k) PlanWhite House Custom Colour, I…$11MHereford Insurance Company 401(k) Profit Sharing Plan and TrustHereford Insurance Company 4…$11MPulmonary Associates, P.C. 401(k) Profit Sharing PlanPulmonary Associates, P.C. 4…$11M
End-of-year total assets ($M) among Retirement Plan of the Nonunion Employees of the Pebtf and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania Employees Benefit Trust Fund multi-year asset trail

Sponsor-wide plan assets over time

All Pennsylvania Employees Benefit Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$14M 31.60735685516873% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.3M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 60 $11M
2023 1 57 $13M
2024 1 62 $14M

Pennsylvania Employees Benefit Trust Fund filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN521588740
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Retirement Plan of the Nonunion Employees of the Pebtf vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Retirement Plan of the Nonunion Employees of the Pebtf, Total assets ($B): 0.010886282 · Participants: 60Retirement Plan of the Nonunion Employees of the PebtfComcast 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
Retirement Plan of the Nonunion Employees of the Pebtf vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of the Nonunion Employees of the Pebtf side-by-side with 3 peers →

Retirement Plan of the Nonunion Employees of the Pebtf's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mcgregor Metalworking Companies 401(k) Profit Sharing Plan in OH ($11M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Retirement Plan of the Nonunion Employees of the Pebtf assets move in 2022? ▼
Retirement Plan of the Nonunion Employees of the Pebtf declined sharply - down 21.8% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Pennsylvania Employees Benefit Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania Employees Benefit Trust Fund's sponsor-wide assets grew 31.6%, from $11M to $14M.
Which 401(k) plans are similar in size to Retirement Plan of the Nonunion Employees of the Pebtf? ▼
Among 401(k) plans in other states, the closest by assets is Mcgregor Metalworking Companies 401(k) Profit Sharing Plan in OH ($11M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Plan of the Nonunion Employees of the Pebtf? ▼
Among 401(k) plans in other states, the closest by covered participants is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants, $12M 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 521588740.

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.