401(k) · DOL Form 5500 · 2022

Penske Truck Leasing Co., L.P. 401(k) Plan

Data updated 2026-08-25

$498K
Total assets Small plan by assets
12
Participants Small participant base
18th
Percentile by assets National rank
$41,496
Avg per participant Low balance/head
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Official DOL plan name: Penske Logistics 401(k) Plan for Collectively Bargained Employees · Sponsored by Penske Truck Leasing Co., L.P. · Pennsylvania · Transportation & Warehousing

$498K in assets, 12 participants

Penske Truck Leasing Co., L.P.'s Penske Logistics 401(k) Plan for Collectively Bargained Employees reported $498K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #685 in Transportation & Warehousing (3,876 peers)

Penske Truck Leasing Co., L.P. multi-year trail

Penske Truck Leasing Co., L.P.'s plans moved +27.6% in assets from 2022 to 2024; this filing shows Penske Logistics 401(k) Plan for Collectively Bargained Employees at $498K / 12 participants.

#685
in Transportation & Warehousing (3,876 peers)
-21.9%
assets change YoY

The plan reported a net loss of $139K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penske Logistics 401(k) Plan for Collectively Bargained Employees among the smaller filed plans by assets

Penske Logistics 401(k) Plan for Collectively Bargained Employees vs every filed plan by assets

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

$497,953 18th percentile higher than 18% 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

Penske Logistics 401(k) Plan for Collectively Bargained Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penske Logistics 401(k) Plan for Collectively Bargained Employees is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 232518618 · Penske Truck Leasing Co., L.P. PY 2022 · 401(k)

Penske Logistics 401(k) Plan for Collectively Bargained Employees · $498K · 12 · 18th

  • 5500 $498K
  • ASSETS 12
  • PCT 18th
  • EIN 401(k)
  • RANK near Preferred Care of Michigan 401(k) Plan
  • PHOTO ind #685

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 Logistics 401(k) Plan for Collectively Bargained Employees in the asset neighbourhood

Penske Logistics 401(k) Plan for Collectively Bargained EmployeesPenske Logistics 401(k) Plan…$498KPreferred Care of Michigan 401(k) PlanPreferred Care of Michigan 4…$498KFirst Choice Holdings, Inc. 401(k) PlanFirst Choice Holdings, Inc. …$498KG&a Concepts, Inc. 401(k) Profit Sharing PlanG&a Concepts, Inc. 401(k) Pr…$498KCooper's Downtime Adventures, Inc. 401(k) PlanCooper's Downtime Adventures…$498K
End-of-year total assets ($M) among Penske Logistics 401(k) Plan for Collectively Bargained Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Penske Truck Leasing Co., L.P. multi-year asset trail

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
$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.98B $2.52B ▲ +27.3%
Year Plans Participants Total Assets
2022 5 41,117 $2.0B
2023 4 43,770 $2.3B
2024 5 55,942 $2.5B

Penske Truck Leasing Co., L.P. filing trail (2022)

Total Assets (Beginning of Year)$637K
Net Assets (End of Year)$498K
Net Income-$139K
Employer EIN232518618
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Penske Logistics 401(k) Plan for Collectively Bargained Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Penske Logistics 401(k) Plan for Collectively Bargained Employees, Total assets ($B): 0.000497953 · Participants: 12Penske Logistics 401(k) Plan for Collectively Bargained EmployeesComcast 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
Penske Logistics 401(k) Plan for Collectively Bargained Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penske Logistics 401(k) Plan for Collectively Bargained Employees side-by-side with 3 peers →

Penske Logistics 401(k) Plan for Collectively Bargained Employees's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Preferred Care of Michigan 401(k) Plan in MI ($498K); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Penske Logistics 401(k) Plan for Collectively Bargained Employees assets move in 2022? ▼
Penske Logistics 401(k) Plan for Collectively Bargained Employees declined sharply - down 21.9% during 2022, from $637K to $498K. Reported net income was -$139K.
How have Penske Truck Leasing Co., L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penske Truck Leasing Co., L.P.'s sponsor-wide assets grew 27.6%, from $2.0B to $2.5B.
Where does Penske Logistics 401(k) Plan for Collectively Bargained Employees rank by assets among Form 5500 filers? ▼
Penske Logistics 401(k) Plan for Collectively Bargained Employees ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Penske Logistics 401(k) Plan for Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by assets is Preferred Care of Michigan 401(k) Plan in MI ($498K, 488 participants).
Which 401(k) plans cover a similar participant headcount to Penske Logistics 401(k) Plan for Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A 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 232518618.

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.