Penelope Retirement Pooled Employer Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Smartwork, Inc. · New York · Finance & Insurance
What the 2023 filing shows
Penelope Retirement Pooled Employer Plan holds N/A for N/A participants.
- N/A
- total plan assets (2022 EOY)
- N/A
- covered participants
What the Filing Says About Penelope Retirement Pooled Employer Plan
Penelope Retirement Pooled Employer Plan is a Profit Sharing retirement plan sponsored by Smartwork, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers N/A participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 871268410, and the plan has been effective since 2022-01-07. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Profit Sharing |
| Employer EIN | 871268410 |
| Plan Effective Date | 2022-01-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smartwork, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | N/A |
| 2023 | 1 | 348 | $3M |
| 2024 | 1 | 512 | $5M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration $4.9B · 10,107
- The Retirement Savings Plan $4.1B · 41,528
Related Data
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Frequently Asked Questions
How much money is in the Penelope Retirement Pooled Employer Plan? ▼
What type of plan is Penelope Retirement Pooled Employer Plan? ▼
Who sponsors the Penelope Retirement Pooled Employer Plan? ▼
How did Penelope Retirement Pooled Employer Plan perform in 2022? ▼
Where can I find official filings for Penelope Retirement Pooled Employer Plan? ▼
How does Penelope Retirement Pooled Employer Plan compare to other plans? ▼
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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 871268410.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.