401(k) · DOL Form 5500 · 2022
Penske Truck Leasing Co., LP 401(k) Plan
Data updated 2026-08-25
- $267M
- Total assets Near avg plan size
- 5,396
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $49,393
- Avg per participant Low balance/head
Official DOL plan name: Penske Logistics Retirement Savings Plan · Sponsored by Penske Truck Leasing Co., LP · Pennsylvania · Real Estate
$267M in assets, 5,396 participants
Penske Truck Leasing Co., LP's Penske Logistics Retirement Savings Plan reported $267M in total assets and 5,396 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #5,021 in Real Estate (5,057 peers)
Coverage in Pennsylvania
Penske Logistics Retirement Savings Plan covers 5,396 participants in Pennsylvania, 6.6x the typical Pennsylvania plan (state average ~822 per filing). Assets: $267M.
- #5,021
- in Real Estate (5,057 peers)
- -17.4%
- assets change YoY
- 2.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penske Logistics Retirement Savings Plan's outsized position by total assets
Penske Logistics Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$266,524,599 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Penske Logistics Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penske Logistics Retirement Savings Plan lands in the large band (5,396 participants).
Published 5500 schedule card
Filing strip 232518618 · Penske Truck Leasing Co., LP PY 2022 · 401(k)
Penske Logistics Retirement Savings Plan · $267M · 5,396 · 97th
- PCT $267M
- PCT 5,396
- PCT 97th
- PCT 401(k)
- PCT near Terumo Bct, Inc. 401(k) Plan
- PCT ind #5021
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 →
Penske Logistics Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $323M |
|---|---|
| Net Assets (End of Year) | $266M |
| Net Income | -$56M |
| Employer EIN | 232518618 |
| Plan Effective Date | 1988-04-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penske Truck Leasing Co., LP)
Sponsor-wide plan assets over time
All Penske Truck Leasing Co., LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 27.55041659876019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 41,117 | $2.0B |
| 2023 | 4 | 43,770 | $2.3B |
| 2024 | 5 | 55,942 | $2.5B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Scale composition for Penske Logistics Retirement Savings Plan
Penske Logistics Retirement Savings Plan reports $267M in end-of-year assets across 5,396 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $49,393 per participant (36% of the national average assets-per-participant) . Net income for plan year 2022 was -$56M.
This plan identity (EIN 232518618, plan #010) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $267M to $360M (+35.1%) while covered participants moved from 5,396 to 5,543 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,396 | $267M | This page |
| 2023 | 5,022 | $313M | Open filing |
| 2024 · index core | 5,543 | $360M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Penske Truck Leasing Co., L.P. Savings Retirement Plan (401(k), $1.3B, 17,512 participants)
- Penske Cash Balance Benefit Plan (Defined Benefit (Pension), $668M, 20,195 participants)
- Penske Logistics Retirement Savings Plan (401(k), $360M, 5,543 participants)
- Penske Retirement Savings Plan (401(k), $143M, 12,660 participants)
Penske Logistics Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Terumo Bct, Inc. 401(k) Plan in CO ($266M); by covered participants it is Iss Facility Services 401(k) Savings Plan in TX (5,394 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($267M here).
- Terumo Bct, Inc. 401(k) Plan (CO) $266M · 2,029
- Kci Holding USA, Inc. 401(k) Plan (OH) $267M · 2,315
- Sevita 401(k) Plan (MA) $267M · 25,111
- Eg America Employee Savings Plan (MA) $267M · 14,467
Similar participant headcount
Nearest other-state filings by covered participants (5,396 participants); asset peers above are excluded.
- Iss Facility Services 401(k) Savings Plan (TX) 5,394 · 2 off
- Mau, Inc. 401(k) Profit Sharing Plan (GA) 5,393 · 3 off
- Amwins Group, Inc. 401(k) Plan (NC) 5,389 · 7 off
- Sykes Enterprises, Inc. 401(k) Savings Plan & Trust (FL) 5,403 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.