401(k) · DOL Form 5500 · 2022

Pennrose Management Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
298
Participants Below avg headcount
69th
Percentile by assets National rank
$41,982
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pennrose Management Company 401(k) Profit Sharing Plan · Sponsored by Pennrose Management Company · Pennsylvania · Real Estate

$13M in assets, 298 participants

Pennrose Management Company's Pennrose Management Company 401(k) Profit Sharing Plan reported $13M in total assets and 298 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,233 in Real Estate (5,057 peers)

Coverage in Pennsylvania

Pennrose Management Company 401(k) Profit Sharing Plan covers 298 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.

#4,233
in Real Estate (5,057 peers)
-8.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pennrose Management Company 401(k) Profit Sharing Plan's outsized position by total assets

Pennrose Management Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,510,764 Top 31% higher than 69% 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

Pennrose Management Company 401(k) Profit Sharing 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. Pennrose Management Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (298 participants).

DOL schedule card

Filing strip 232241171 · Pennrose Management Company PY 2022 · 401(k)

Pennrose Management Company 401(k) Profit Sharing Plan · $13M · 298 · 69th

  • 5500 $13M
  • ASSETS 298
  • PCT 69th
  • EIN 401(k)
  • RANK near Sterling Site Access Solutions, LLC 401(k) Plan
  • PHOTO ind #4233

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 Real Estate retirement plans → · Plans in Pennsylvania →

Pennrose Management Company 401(k) Profit Sharing Plan in the asset neighbourhood

Pennrose Management Company 401(k) Profit Sharing PlanPennrose Management Company …$13MSterling Site Access Solutions, LLC 401(k) PlanSterling Site Access Solutio…$13MFirst State Bank 401(k) Savings PlanFirst State Bank 401(k) Savi…$13M4earth Farms Retirement Plan$13MHorn Aylward & Bandy, LLC 401(k) Savings PlanHorn Aylward & Bandy, LLC 40…$13M
End-of-year total assets ($M) among Pennrose Management Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN232241171
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennrose Management Company)

Sponsor-wide plan assets over time

All Pennrose Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 28.02270908475294% vs 2022
2023 filing year
$12M$14M$16M$18M 20222023 $12.5M $16M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 298 $13M
2023 1 450 $16M

Nearby 401(k) Plans in Pennsylvania

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

Pennrose Management Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pennrose Management Company 401(k) Profit Sharing Plan, Total assets ($B): 0.012510764 · Participants: 298Pennrose Management Company 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Pennrose Management Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennrose Management Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pennrose Management Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sterling Site Access Solutions, LLC 401(k) Plan in IL ($13M); by covered participants it is Buckeye International, Inc 401(k) Plan in MO (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Pennrose Management Company 401(k) Profit Sharing Plan assets move in 2022? ▼
Pennrose Management Company 401(k) Profit Sharing Plan pulled back noticeably - down 8.0% during 2022, from $14M to $13M. Reported net income was -$1M.
How have Pennrose Management Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pennrose Management Company's sponsor-wide assets grew 28.0%, from $13M to $16M.
Which 401(k) plans are similar in size to Pennrose Management Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sterling Site Access Solutions, LLC 401(k) Plan in IL ($13M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Pennrose Management Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buckeye International, Inc 401(k) Plan in MO (298 participants, $39M 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 232241171.

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.