401(k) · DOL Form 5500 · 2022

Penzeys, Ltd 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
443
Participants Below avg headcount
71st
Percentile by assets National rank
$31,124
Avg per participant Low balance/head
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Official DOL plan name: Penzeys, Ltd 401(k) Plan and Trust · Sponsored by Penzeys, Ltd · Wisconsin · Manufacturing

$14M in assets, 443 participants

Penzeys, Ltd's Penzeys, Ltd 401(k) Plan and Trust reported $14M in total assets and 443 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,390 in Manufacturing (20,602 peers)

Penzeys, Ltd multi-year trail

Penzeys, Ltd's plans moved +27.6% in assets from 2022 to 2024; this filing shows Penzeys, Ltd 401(k) Plan and Trust at $14M / 443 participants.

#12,390
in Manufacturing (20,602 peers)
-15.3%
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.

Penzeys, Ltd 401(k) Plan and Trust's outsized position by total assets

Penzeys, Ltd 401(k) Plan and Trust vs every filed plan by assets

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

$13,787,891 Top 29% higher than 71% 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

Penzeys, Ltd 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penzeys, Ltd 401(k) Plan and Trust sits mid-pack in the medium band (443 participants).

Plan-year Form 5500 strip

Filing strip 391623813 · Penzeys, Ltd PY 2022 · 401(k)

Penzeys, Ltd 401(k) Plan and Trust · $14M · 443 · 71st

  • ASSETS $14M
  • ASSETS 443
  • ASSETS 71st
  • ASSETS 401(k)
  • ASSETS near Brainpop 401(k) Plan
  • ASSETS ind #12390

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 Manufacturing retirement plans → · Plans in Wisconsin →

Penzeys, Ltd 401(k) Plan and Trust in the asset neighbourhood

Penzeys, Ltd 401(k) Plan and TrustPenzeys, Ltd 401(k) Plan and…$14MBrainpop 401(k) Plan$14MShaw Development, LLC 401(k) Profit Sharing PlanShaw Development, LLC 401(k)…$14MEpoch Senior Living 401(k) PlanEpoch Senior Living 401(k) P…$14MEaton 401(k) Profit Sharing PlanEaton 401(k) Profit Sharing …$14M
End-of-year total assets ($M) among Penzeys, Ltd 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Penzeys, Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Penzeys, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$18M 27.63422629320177% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.8M $17.6M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 443 $14M
2023 1 427 $16M
2024 1 425 $18M

Penzeys, Ltd filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN391623813
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Penzeys, Ltd 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Penzeys, Ltd 401(k) Plan and Trust, Total assets ($B): 0.013787891 · Participants: 443Penzeys, Ltd 401(k) Plan and TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Penzeys, Ltd 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Penzeys, Ltd 401(k) Plan and Trust side-by-side with 3 peers →

Penzeys, Ltd 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Brainpop 401(k) Plan in NY ($14M); by covered participants it is Oskar Blues Restaurant 401(k) Plan in CO (443 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (443 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 Penzeys, Ltd 401(k) Plan and Trust assets move in 2022? ▼
Penzeys, Ltd 401(k) Plan and Trust declined sharply - down 15.3% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Penzeys, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penzeys, Ltd's sponsor-wide assets grew 27.6%, from $14M to $18M.
Which 401(k) plans are similar in size to Penzeys, Ltd 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Brainpop 401(k) Plan in NY ($14M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Penzeys, Ltd 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oskar Blues Restaurant 401(k) Plan in CO (443 participants, $152K 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 391623813.

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.