401(k) · DOL Form 5500 · 2022
Penney & Associates, Legal Corporation 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $255,269
- Avg per participant Above avg balance/head
Official DOL plan name: Penney & Associates 401(k) Profit Sharing Plan & Trust · Sponsored by Penney & Associates, Legal Corporation · California · Professional & Technical Services
$5M in assets, 18 participants
Penney & Associates, Legal Corporation's Penney & Associates 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #10,036 in Professional & Technical Services (21,562 peers)
Penney & Associates, Legal Corporation multi-year trail
Penney & Associates, Legal Corporation's plans moved +26.5% in assets from 2022 to 2024; this filing shows Penney & Associates 401(k) Profit Sharing Plan & Trust at $5M / 18 participants.
- #10,036
- in Professional & Technical Services (21,562 peers)
- -7.0%
- assets change YoY
The plan reported a net loss of $347K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penney & Associates 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Penney & Associates 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,594,839 49th percentile higher than 49% 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
Penney & Associates 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penney & Associates 401(k) Profit Sharing Plan & Trust is a small filing (18 participants) on this national headcount ladder.
DOL schedule card
Filing strip 264278715 · Penney & Associates, Legal Corporation PY 2022 · 401(k)
Penney & Associates 401(k) Profit Sharing Plan & Trust · $5M · 18 · 49th
- IND $5M
- IND 18
- IND 49th
- IND 401(k)
- IND near 403(b) Thrift Plan of Ecker Center for Behavioral Health, Inc.
- IND ind #10036
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 Professional & Technical Services retirement plans → · Plans in California →
Penney & Associates 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Penney & Associates, Legal Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Penney & Associates, Legal Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 26.451742922874992% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $5M |
| 2023 | 1 | 17 | $6M |
| 2024 | 1 | 14 | $6M |
Penney & Associates, Legal Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$347K |
| Employer EIN | 264278715 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Penney & Associates 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is 403(b) Thrift Plan of Ecker Center for Behavioral Health, Inc. in IL ($5M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.