401(k) · DOL Form 5500 · 2022
Penton Learning Systems, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 243
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $95,154
- Avg per participant Below avg balance/head
Official DOL plan name: Penton Learning Systems, L.L.C. 401(k) Plan · Sponsored by Penton Learning Systems, L.L.C. · New York · Educational Services
$23M in assets, 243 participants
Penton Learning Systems, L.L.C.'s Penton Learning Systems, L.L.C. 401(k) Plan reported $23M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #2,571 in Educational Services (4,024 peers)
Coverage in New York
Penton Learning Systems, L.L.C. 401(k) Plan covers 243 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $23M.
- #2,571
- in Educational Services (4,024 peers)
- -12.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penton Learning Systems, L.L.C. 401(k) Plan's outsized position by total assets
Penton Learning Systems, L.L.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,122,433 Top 21% higher than 79% 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
Penton Learning Systems, L.L.C. 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. Penton Learning Systems, L.L.C. 401(k) Plan sits mid-pack in the medium band (243 participants).
DOL schedule card
Filing strip 133839754 · Penton Learning Systems, L.L.C. PY 2022 · 401(k)
Penton Learning Systems, L.L.C. 401(k) Plan · $23M · 243 · 79th
- SCH $23M
- EBSA 243
- PART 79th
- TYPE 401(k)
- NET near Quality Living, Inc. 401(k) Retirement Plan
- BOOK ind #2571
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 Educational Services retirement plans → · Plans in New York →
Penton Learning Systems, L.L.C. 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$3M |
| Employer EIN | 133839754 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penton Learning Systems, L.L.C.)
Sponsor-wide plan assets over time
All Penton Learning Systems, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 49.91227782993251% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 243 | $23M |
| 2023 | 1 | 295 | $29M |
| 2024 | 1 | 278 | $35M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Penton Learning Systems, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Quality Living, Inc. 401(k) Retirement Plan in NE ($23M); by covered participants it is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Quality Living, Inc. 401(k) Retirement Plan (NE) $23M · 419
- U.S. Foot and Ankle Specialists 401(k) Plan (MD) $23M · 804
- Iqeq US Management Co. LLC Retirement Plan (TX) $23M · N/A
- Fagen, Inc. 401(k) Plan (MN) $23M · 1,019
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan (PA) 243 · 0 off
- Chariot Auto Retirement Readiness 401(k)Plan (IN) 243 · 0 off
- Crestview Rv 401(k) Plan (TX) 243 · 0 off
- Mitchell's Salon and Day Spa, Inc. 401(k) Plan (OH) 243 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.