401(k) · DOL Form 5500 · 2022

National Pen Co. LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
245
Participants Below avg headcount
84th
Percentile by assets National rank
$139,115
Avg per participant Near avg balance/head
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Official DOL plan name: The National Pen & Associates P/S & Svgs Plan · Sponsored by National Pen Co. LLC · Tennessee · Manufacturing

$34M in assets, 245 participants

National Pen Co. LLC's The National Pen & Associates P/S & Svgs Plan reported $34M in total assets and 245 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,958 in Manufacturing (20,602 peers)

Coverage in Tennessee

The National Pen & Associates P/S & Svgs Plan covers 245 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.

#15,958
in Manufacturing (20,602 peers)
-16.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The National Pen & Associates P/S & Svgs Plan's outsized position by total assets

The National Pen & Associates P/S & Svgs Plan vs every filed plan by assets

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

$34,083,289 Top 16% higher than 84% 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

The National Pen & Associates P/S & Svgs 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. The National Pen & Associates P/S & Svgs Plan sits mid-pack in the medium band (245 participants).

Published 5500 schedule card

Filing strip 460911877 · National Pen Co. LLC PY 2022 · 401(k)

The National Pen & Associates P/S & Svgs Plan · $34M · 245 · 84th

  • SCH $34M
  • SCH 245
  • SCH 84th
  • SCH 401(k)
  • SCH near Gastrointestinal Specialists, Amc 401(k) Profit Sharing Plan
  • SCH ind #15958

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 Tennessee →

The National Pen & Associates P/S & Svgs Plan in the asset neighbourhood

The National Pen & Associates P/S & Svgs PlanThe National Pen & Associate…$34MGastrointestinal Specialists, Amc 401(k) Profit Sharing PlanGastrointestinal Specialists…$34MMoye White LLP 401(k) Profit-Sharing Plan and TrustMoye White LLP 401(k) Profit…$34MSolomonedwardsgroup, LLC 401(k) Savings PlanSolomonedwardsgroup, LLC 401…$34MGust Rosenfeld P. L. C. Retirement PlanGust Rosenfeld P. L. C. Reti…$34M
End-of-year total assets ($M) among The National Pen & Associates P/S & Svgs Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$34M
Net Income-$7M
Employer EIN460911877
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Pen Co. LLC)

Sponsor-wide plan assets over time

All National Pen Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 22.3346637702717% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.1M $41.7M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 245 $34M
2023 1 255 $38M
2024 1 193 $42M

Nearby 401(k) Plans in Tennessee

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

The National Pen & Associates P/S & Svgs Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The National Pen & Associates P/S & Svgs Plan, Total assets ($B): 0.034083289 · Participants: 245The National Pen & Associates P/S & Svgs PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
The National Pen & Associates P/S & Svgs Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The National Pen & Associates P/S & Svgs Plan side-by-side with 3 peers →

The National Pen & Associates P/S & Svgs Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Gastrointestinal Specialists, Amc 401(k) Profit Sharing Plan in LA ($34M); by covered participants it is Moyer & Son, Inc. 401(k) Plan in PA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 The National Pen & Associates P/S & Svgs Plan assets move in 2022? ▼
The National Pen & Associates P/S & Svgs Plan declined sharply - down 16.7% during 2022, from $41M to $34M. Reported net income was -$7M.
How have National Pen Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Pen Co. LLC's sponsor-wide assets grew 22.3%, from $34M to $42M.
Where does The National Pen & Associates P/S & Svgs Plan rank by assets among Form 5500 filers? ▼
The National Pen & Associates P/S & Svgs Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The National Pen & Associates P/S & Svgs Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gastrointestinal Specialists, Amc 401(k) Profit Sharing Plan in LA ($34M, 125 participants).
Which 401(k) plans cover a similar participant headcount to The National Pen & Associates P/S & Svgs Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moyer & Son, Inc. 401(k) Plan in PA (245 participants, $15M 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 460911877.

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.