Defined Benefit (Pension) · DOL Form 5500 · 2022
Penn Engineering & Mfg. Corp. Pension Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 221
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $73,169
- Avg per participant Below avg balance/head
Official DOL plan name: Penn Engineering Pension Plan · Sponsored by Penn Engineering & Mfg. Corp. · Pennsylvania · Manufacturing
$16M in assets, 221 participants
Penn Engineering & Mfg. Corp.'s Penn Engineering Pension Plan reported $16M in total assets and 221 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #13,097 in Manufacturing (20,602 peers)
Coverage in Pennsylvania
Penn Engineering Pension Plan covers 221 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.
- #13,097
- in Manufacturing (20,602 peers)
- -21.6%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penn Engineering Pension Plan's outsized position by total assets
Penn Engineering Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,170,363 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Penn Engineering Pension Plan 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. Penn Engineering Pension Plan sits mid-pack in the medium band (221 participants).
DOL schedule card
Filing strip 230951065 · Penn Engineering & Mfg. Corp. PY 2022 · Defined Benefit (Pension)
Penn Engineering Pension Plan · $16M · 221 · 74th
- TYPE $16M
- TYPE 221
- TYPE 74th
- TYPE Defined Benefit (Pension)
- TYPE near Food Products Association Retirement Plan
- TYPE ind #13097
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 Pennsylvania →
Penn Engineering Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$4M |
| Employer EIN | 230951065 |
| Plan Effective Date | 1962-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penn Engineering & Mfg. Corp.)
Sponsor-wide plan assets over time
All Penn Engineering & Mfg. Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $183M 33.26547835398494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 987 | $138M |
| 2023 | 2 | 1,007 | $172M |
| 2024 | 2 | 1,092 | $183M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Penn Engineering Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Food Products Association Retirement Plan in VA ($16M); by covered participants it is Pnm Resources, Inc. Employees' Retirement Plan in NM (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Food Products Association Retirement Plan (VA) $16M · 1
- Henry Ford Medical Center Union Facilities Retirement Plan for Collectively Bargained Employees (MI) $16M · 48
- Leistritz Advanced Technologies Corp. Retirement Plan (NJ) $16M · N/A
- Gcc Rio Grande, Inc. Defined Benefit Pension Plan (NM) $16M · 54
Similar participant headcount
Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.
- Pnm Resources, Inc. Employees' Retirement Plan (NM) 221 · 0 off
- Retirement Plan for Non Legal Employees of Stb LLP (NY) 221 · 0 off
- America's Family Defined Benefit Plan (NY) 221 · 0 off
- Sullivan & Cromwell LLP Employees' Pension Plan (NY) 221 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.