401(k) · DOL Form 5500 · 2022

Pankl Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
227
Participants Below avg headcount
71st
Percentile by assets National rank
$60,825
Avg per participant Low balance/head
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Official DOL plan name: Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan · Sponsored by Pankl Holdings, Inc. · California · Manufacturing

$14M in assets, 227 participants

Pankl Holdings, Inc.'s Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan reported $14M in total assets and 227 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.

  • #12,398 in Manufacturing (20,602 peers)

Coverage in California

Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan covers 227 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $14M.

#12,398
in Manufacturing (20,602 peers)
-10.1%
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.

Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan's outsized position by total assets

Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan vs every filed plan by assets

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

$13,807,349 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

Pankl Holdings, Inc. & Affiliated Employer 401(k) 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. Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan sits mid-pack in the medium band (227 participants).

Form 5500 schedule snapshot

Filing strip 330804711 · Pankl Holdings, Inc. PY 2022 · 401(k)

Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan · $14M · 227 · 71st

  • BOY $14M
  • BOY 227
  • BOY 71st
  • BOY 401(k)
  • BOY near Orion Food Systems, LLC 401(k) Retirement Plan
  • BOY ind #12398

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 California →

Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan in the asset neighbourhood

Pankl Holdings, Inc. & Affiliated Employer 401(k) PlanPankl Holdings, Inc. & Affil…$14MOrion Food Systems, LLC 401(k) Retirement PlanOrion Food Systems, LLC 401(…$14MThe Philadelphia Protestant Home 401(k) PlanThe Philadelphia Protestant …$14MCulicchia Neurological Clinic, LLC 401(k) Profit Sharing PlanCulicchia Neurological Clini…$14MThe Tkl Profit Sharing & 401(k) Savings PlanThe Tkl Profit Sharing & 401…$14M
End-of-year total assets ($M) among Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN330804711
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pankl Holdings, Inc.)

Sponsor-wide plan assets over time

All Pankl Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 30.419945204542888% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 227 $14M
2023 1 250 $16M
2024 1 240 $18M

Nearby 401(k) Plans in California

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

Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan, Total assets ($B): 0.013807349 · Participants: 227Pankl Holdings, Inc. & Affiliated Employer 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan side-by-side with 3 peers →

Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Orion Food Systems, LLC 401(k) Retirement Plan in SD ($14M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan assets move in 2022? ▼
Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan pulled back noticeably - down 10.1% during 2022, from $15M to $14M. Reported net income was -$2M.
How have Pankl Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pankl Holdings, Inc.'s sponsor-wide assets grew 30.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orion Food Systems, LLC 401(k) Retirement Plan in SD ($14M, 376 participants).
Which 401(k) plans cover a similar participant headcount to Pankl Holdings, Inc. & Affiliated Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M 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 330804711.

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.