401(k) · DOL Form 5500 · 2022

Penta Research, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
140
Participants Small participant base
84th
Percentile by assets National rank
$246,335
Avg per participant Above avg balance/head
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Official DOL plan name: Penta Research, Inc. 401(k) Plan · Sponsored by Penta Research, Inc. · Alabama · Professional & Technical Services

$34M in assets, 140 participants

Penta Research, Inc.'s Penta Research, Inc. 401(k) Plan reported $34M in total assets and 140 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.

  • #18,362 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

Penta Research, Inc. 401(k) Plan covers 140 participants in Alabama, about 39% of the average Alabama filer (state average ~360 per filing). Assets: $34M.

#18,362
in Professional & Technical Services (21,562 peers)
-11.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penta Research, Inc. 401(k) Plan's outsized position by total assets

Penta Research, Inc. 401(k) Plan vs every filed plan by assets

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

$34,486,851 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

Penta Research, Inc. 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. Penta Research, Inc. 401(k) Plan sits mid-pack in the medium band (140 participants).

Published 5500 schedule card

Filing strip 631284082 · Penta Research, Inc. PY 2022 · 401(k)

Penta Research, Inc. 401(k) Plan · $34M · 140 · 84th

  • BOOK $34M
  • VS-ST 140
  • BOY 84th
  • SCH 401(k)
  • EBSA near Valco Instruments Restated Profit Sharing Plan Trust
  • PART ind #18362

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Penta Research, Inc. 401(k) Plan in the asset neighbourhood

Penta Research, Inc. 401(k) PlanPenta Research, Inc. 401(k) …$34MValco Instruments Restated Profit Sharing Plan TrustValco Instruments Restated P…$34MEl Dorado Savings Bank Profit Sharing PlanEl Dorado Savings Bank Profi…$34MA Place for Mom, Inc. 401(k) PlanA Place for Mom, Inc. 401(k)…$34MPacific Langham 401(k) Plan$34M
End-of-year total assets ($M) among Penta Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$34M
Net Income-$5M
Employer EIN631284082
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penta Research, Inc.)

Sponsor-wide plan assets over time

All Penta Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 20.92975360216644% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $56.9M $68.8M ▲ +20.9%
Year Plans Participants Total Assets
2022 2 280 $57M
2023 2 261 $64M
2024 2 232 $69M

Nearby 401(k) Plans in Alabama

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

Penta Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Penta Research, Inc. 401(k) Plan, Total assets ($B): 0.034486851 · Participants: 140Penta Research, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Penta Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Penta Research, Inc. 401(k) Plan side-by-side with 3 peers →

Penta Research, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Valco Instruments Restated Profit Sharing Plan Trust in TX ($34M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Penta Research, Inc. 401(k) Plan assets move in 2022? ▼
Penta Research, Inc. 401(k) Plan pulled back noticeably - down 11.9% during 2022, from $39M to $34M. Reported net income was -$5M.
How have Penta Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penta Research, Inc.'s sponsor-wide assets grew 20.9%, from $57M to $69M.
Where does Penta Research, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Penta Research, Inc. 401(k) 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 Penta Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valco Instruments Restated Profit Sharing Plan Trust in TX ($34M, 355 participants).
Which 401(k) plans cover a similar participant headcount to Penta Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants, $584K 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 631284082.

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.