401(k)
2022 plan-year 401(k) DOL Form 5500

Pencor Services, Inc. 401(k) Salary Reduction Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pencor Services, Inc. · Pennsylvania · Information & Media

What the 2023 filing shows

Pencor Services, Inc. 401(k) Salary Reduction Plan holds $21M for 676 participants — about $31,049 per participant, down 10.3% over the 2022 plan year.

$21M
total plan assets (2022 EOY)
676
covered participants
$31,049
avg assets per participant
-10.3%
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.

Total Assets (2023)
$21M
Participants
676
State
Industry
Information & Media

What the Filing Says About Pencor Services, Inc. 401(k) Salary Reduction Plan

Pencor Services, Inc. 401(k) Salary Reduction Plan is a 401(k) retirement plan sponsored by Pencor Services, Inc., headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 676 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 240820653, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $21M at year-end — a decline of 10.3%. Net assets (after liabilities) closed the year at $21M, with reported net income of $-2,768,922 driven by investment returns, contributions received, and benefit payments during the period. 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)$23M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$-2,768,922
Plan Type401(k)
Employer EIN240820653
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pencor Services, Inc.)

Year Plans Participants Total Assets
2022 2 1,454 $166M
2023 2 1,383 $187M
2024 1 696 $29M

Nearby 401(k) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Pencor Services, Inc. 401(k) Salary Reduction Plan?
As of the 2022 Form 5500 filing, Pencor Services, Inc. 401(k) Salary Reduction Plan holds $21M in total assets with 676 participants. It is sponsored by Pencor Services, Inc..
What type of plan is Pencor Services, Inc. 401(k) Salary Reduction Plan?
Pencor Services, Inc. 401(k) Salary Reduction Plan is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 240820653.
Who sponsors the Pencor Services, Inc. 401(k) Salary Reduction Plan?
Pencor Services, Inc. 401(k) Salary Reduction Plan is sponsored by Pencor Services, Inc., located in Pennsylvania. The sponsor's EIN is 240820653 and the plan operates in the Information & Media industry.
How did Pencor Services, Inc. 401(k) Salary Reduction Plan perform in 2022?
Pencor Services, Inc. 401(k) Salary Reduction Plan declined by 10.3% during 2022, moving from $23M to $21M in total assets. Net income was $-2,768,922.
Where can I find official filings for Pencor Services, Inc. 401(k) Salary Reduction Plan?
Official Form 5500 filings for Pencor Services, Inc. 401(k) Salary Reduction Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 240820653 or plan name at efast.dol.gov.
How does Pencor Services, Inc. 401(k) Salary Reduction Plan compare to other plans?
You can compare Pencor Services, Inc. 401(k) Salary Reduction Plan against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 240820653.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.