401(k) · DOL Form 5500 · 2022
Penske Truck Leasing Co., L.P. 401(k) Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 13,128
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $77,622
- Avg per participant Below avg balance/head
Official DOL plan name: Penske Truck Leasing Co., L.P. Savings Retirement Plan · Sponsored by Penske Truck Leasing Co., L.P. · Pennsylvania · Transportation & Warehousing
$1.0B in assets, 13,128 participants
Penske Truck Leasing Co., L.P.'s Penske Truck Leasing Co., L.P. Savings Retirement Plan reported $1.0B in total assets and 13,128 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,810 in Transportation & Warehousing (3,876 peers)
Coverage in Pennsylvania
Penske Truck Leasing Co., L.P. Savings Retirement Plan covers 13,128 participants in Pennsylvania, 16x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.0B.
- #3,810
- in Transportation & Warehousing (3,876 peers)
- -16.9%
- assets change YoY
- 10×
- vs typical plan assets (national mean)
The plan reported a net loss of $207M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penske Truck Leasing Co., L.P. Savings Retirement Plan's outsized position by total assets
Penske Truck Leasing Co., L.P. Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,019,023,193 Top 1% higher than 99% 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 Truck Leasing Co., L.P. Savings Retirement Plan's mega-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 Truck Leasing Co., L.P. Savings Retirement Plan is a mega filing (13,128 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 232518618 · Penske Truck Leasing Co., L.P. PY 2022 · 401(k)
Penske Truck Leasing Co., L.P. Savings Retirement Plan · $1.0B · 13,128 · 99th
- PART $1.0B
- TYPE 13,128
- NET 99th
- BOOK 401(k)
- VS-ST near Hmh 401(k) Savings Plan
- BOY ind #3810
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 Transportation & Warehousing retirement plans → · Plans in Pennsylvania →
Penske Truck Leasing Co., L.P. Savings Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | -$207M |
| Employer EIN | 232518618 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penske Truck Leasing Co., L.P.)
Sponsor-wide plan assets over time
All Penske Truck Leasing Co., L.P. 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 Truck Leasing Co., L.P. Savings Retirement Plan
Penske Truck Leasing Co., L.P. Savings Retirement Plan reports $1.0B in end-of-year assets across 13,128 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $77,622 per participant (56% of the national average assets-per-participant) . Net income for plan year 2022 was -$207M.
This plan identity (EIN 232518618, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.0B to $1.3B (+32.1%) while covered participants moved from 13,128 to 17,512 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,128 | $1.0B | This page |
| 2023 | 15,015 | $1.2B | Open filing |
| 2024 · index core | 17,512 | $1.3B | 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 Truck Leasing Co., L.P. Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Hmh 401(k) Savings Plan in NJ ($1.0B); by covered participants it is Baystate Health, Inc Retirement Plan in MA (13,128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Hmh 401(k) Savings Plan (NJ) $1.0B · 25,813
- Forvis, LLP Employees' Savings Plan I (MO) $1.0B · 3,597
- The Molex Retirement and Savings Plan (IL) $1.0B · 7,142
- Advanced Drainage Systems, Inc. Retirement and Stock Ownership Plan (OH) $1.0B · 4,791
Similar participant headcount
Nearest other-state filings by covered participants (13,128 participants); asset peers above are excluded.
- Baystate Health, Inc Retirement Plan (MA) 13,128 · 0 off
- Lululemon Savings Plan (DE) 13,125 · 3 off
- U.S. Associate Savings Plan (NJ) 13,112 · 16 off
- Sanofi U.S. Group Savings Plan (NJ) 13,151 · 23 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.