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

Pen-Link, Ltd. 401(k) Plan

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

Sponsored by Pen-Link, Ltd. · Nebraska · Professional & Technical Services

What the 2023 filing shows

Pen-Link, Ltd. 401(k) Plan holds $30M for 104 participants — about $285,529 per participant, down 2.5% over the 2022 plan year.

$30M
total plan assets (2022 EOY)
104
covered participants
$285,529
avg assets per participant
-2.5%
assets change YoY

The plan reported a net loss of $751K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$30M
Participants
104
State
Industry
Professional & Technical Services

What the Filing Says About Pen-Link, Ltd. 401(k) Plan

Pen-Link, Ltd. 401(k) Plan is a 401(k) retirement plan sponsored by Pen-Link, Ltd., headquartered in Nebraska. As of the 2022 Form 5500 filing, the plan reports $30M in total end-of-year assets and covers 104 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 470707585, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $30M at the beginning of 2022 to $30M at year-end — a decline of 2.5%. Net assets (after liabilities) closed the year at $30M, with reported net income of $-750,946 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)$30M
Total Assets (End of Year)$30M
Net Assets (End of Year)$30M
Net Income$-750,946
Plan Type401(k)
Employer EIN470707585
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pen-Link, Ltd.)

Year Plans Participants Total Assets
2022 2 190 $30M
2023 2 219 $37M
2024 1 153 $41M

Nearby 401(k) Plans in Nebraska

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Frequently Asked Questions

How much money is in the Pen-Link, Ltd. 401(k) Plan?
As of the 2022 Form 5500 filing, Pen-Link, Ltd. 401(k) Plan holds $30M in total assets with 104 participants. It is sponsored by Pen-Link, Ltd..
What type of plan is Pen-Link, Ltd. 401(k) Plan?
Pen-Link, Ltd. 401(k) Plan is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 470707585.
Who sponsors the Pen-Link, Ltd. 401(k) Plan?
Pen-Link, Ltd. 401(k) Plan is sponsored by Pen-Link, Ltd., located in Nebraska. The sponsor's EIN is 470707585 and the plan operates in the Professional & Technical Services industry.
How did Pen-Link, Ltd. 401(k) Plan perform in 2022?
Pen-Link, Ltd. 401(k) Plan declined by 2.5% during 2022, moving from $30M to $30M in total assets. Net income was $-750,946.
Where can I find official filings for Pen-Link, Ltd. 401(k) Plan?
Official Form 5500 filings for Pen-Link, Ltd. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470707585 or plan name at efast.dol.gov.
How does Pen-Link, Ltd. 401(k) Plan compare to other plans?
You can compare Pen-Link, Ltd. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Nebraska 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 470707585.

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.