401(k) · DOL Form 5500 · 2022

Charles Penzone, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
279
Participants Below avg headcount
66th
Percentile by assets National rank
$38,845
Avg per participant Low balance/head
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Official DOL plan name: Charles Penzone, Inc. 401(k) Plan and Trust · Sponsored by Charles Penzone, Inc. · Ohio · Other Services

$11M in assets, 279 participants

Charles Penzone, Inc.'s Charles Penzone, Inc. 401(k) Plan and Trust reported $11M in total assets and 279 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,781 in Other Services (8,398 peers)

Coverage in Ohio

Charles Penzone, Inc. 401(k) Plan and Trust covers 279 participants in Ohio, about 36% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#6,781
in Other Services (8,398 peers)
-21.9%
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.

Charles Penzone, Inc. 401(k) Plan and Trust's mid-pack asset rank among Other Services and all filers

Charles Penzone, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$10,837,784 Top 34% higher than 66% 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

Charles Penzone, Inc. 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. Charles Penzone, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (279 participants).

DOL schedule card

Filing strip 310749362 · Charles Penzone, Inc. PY 2022 · 401(k)

Charles Penzone, Inc. 401(k) Plan and Trust · $11M · 279 · 66th

  • SCH $11M
  • EBSA 279
  • PART 66th
  • TYPE 401(k)
  • NET near Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust
  • BOOK ind #6781

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 Other Services retirement plans → · Plans in Ohio →

Charles Penzone, Inc. 401(k) Plan and Trust in the asset neighbourhood

Charles Penzone, Inc. 401(k) Plan and TrustCharles Penzone, Inc. 401(k)…$11MSuncoast Beverage Sales 401(k) Profit Sharing Plan & TrustSuncoast Beverage Sales 401(…$11MArcis Golf 401(k) Plan$11MQualicaps 401(k) Plan$11MBlue Mistral, LLC 401(k) Profit Sharing Plan & TrustBlue Mistral, LLC 401(k) Pro…$11M
End-of-year total assets ($M) among Charles Penzone, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN310749362
Plan Effective Date1990-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles Penzone, Inc.)

Sponsor-wide plan assets over time

All Charles Penzone, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 34.56035846442409% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.8M $14.6M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 279 $11M
2023 1 282 $13M
2024 1 300 $15M

Nearby 401(k) Plans in Ohio

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

Charles Penzone, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Charles Penzone, Inc. 401(k) Plan and Trust, Total assets ($B): 0.010837784 · Participants: 279Charles Penzone, Inc. 401(k) Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Charles Penzone, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Charles Penzone, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Charles Penzone, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust in FL ($11M); by covered participants it is Norwalk Hospital Employee Savings Plan in CT (279 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Charles Penzone, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Charles Penzone, Inc. 401(k) Plan and Trust declined sharply - down 21.9% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Charles Penzone, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Penzone, Inc.'s sponsor-wide assets grew 34.6%, from $11M to $15M.
Which 401(k) plans are similar in size to Charles Penzone, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust in FL ($11M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Charles Penzone, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Norwalk Hospital Employee Savings Plan in CT (279 participants, N/A 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 310749362.

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.