401(k) · DOL Form 5500 · 2022

Penn Foster, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
833
Participants Near avg headcount
85th
Percentile by assets National rank
$42,883
Avg per participant Low balance/head
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Official DOL plan name: Penn Foster, Inc. 401(k) Plan · Sponsored by Penn Foster, Inc. · Pennsylvania · Educational Services

$36M in assets, 833 participants

Penn Foster, Inc.'s Penn Foster, Inc. 401(k) Plan reported $36M in total assets and 833 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,892 in Educational Services (4,024 peers)

Where Penn Foster, Inc. 401(k) Plan sits by assets

Penn Foster, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 833 participants (~$42,883/participant), down 19.0% in 2022.

#2,892
in Educational Services (4,024 peers)
-19.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penn Foster, Inc. 401(k) Plan's outsized position by total assets

Penn Foster, Inc. 401(k) Plan vs every filed plan by assets

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

$35,721,584 Top 15% higher than 85% 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

Penn Foster, Inc. 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. Penn Foster, Inc. 401(k) Plan sits mid-pack in the medium band (833 participants).

EBSA filing schedule strip

Filing strip 330124636 · Penn Foster, Inc. PY 2022 · 401(k)

Penn Foster, Inc. 401(k) Plan · $36M · 833 · 85th

  • PHOTO $36M
  • PHOTO 833
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Loren Cook Company 401(k) Plan
  • PHOTO ind #2892

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 Pennsylvania →

Penn Foster, Inc. 401(k) Plan in the asset neighbourhood

Align Precision 401(k) Plan$36MPenn Foster, Inc. 401(k) Plan$36MLoren Cook Company 401(k) PlanLoren Cook Company 401(k) Pl…$36MAvis Industrial Corporation 401(k) PlanAvis Industrial Corporation …$36MMurchison & Cumming LLP 401(k) Profit Sharing PlanMurchison & Cumming LLP 401(…$36M
End-of-year total assets ($M) among Penn Foster, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$36M
Net Income-$8M
Employer EIN330124636
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn Foster, Inc.)

Sponsor-wide plan assets over time

All Penn Foster, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 36.653324219889015% vs 2022
2023 filing year
$30M$35M$40M$45M$50M$55M 20222023 $35.7M $48.8M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 833 $36M
2023 1 906 $49M

Nearby 401(k) Plans in Pennsylvania

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

Penn Foster, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Penn Foster, Inc. 401(k) Plan, Total assets ($B): 0.035721584 · Participants: 833Penn Foster, Inc. 401(k) PlanComcast 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
Penn Foster, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penn Foster, Inc. 401(k) Plan side-by-side with 3 peers →

Penn Foster, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Loren Cook Company 401(k) Plan in MO ($36M); by covered participants it is Truly Nolen of America, Inc. Profit Sharing and Savings Plan in AZ (833 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (833 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 Penn Foster, Inc. 401(k) Plan assets move in 2022? ▼
Penn Foster, Inc. 401(k) Plan declined sharply - down 19.0% during 2022, from $44M to $36M. Reported net income was -$8M.
How have Penn Foster, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Penn Foster, Inc.'s sponsor-wide assets grew 36.7%, from $36M to $49M.
Where does Penn Foster, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Penn Foster, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Penn Foster, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loren Cook Company 401(k) Plan in MO ($36M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Penn Foster, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Truly Nolen of America, Inc. Profit Sharing and Savings Plan in AZ (833 participants, $35M 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 330124636.

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.