401(k) · DOL Form 5500 · 2022

Pentegra Services, Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
N/A
Participants Small participant base
52nd
Percentile by assets National rank
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Official DOL plan name: The Gratitude Pep · Sponsored by Pentegra Services, Inc · New York · Finance & Insurance

$5M in assets, N/A participants

Pentegra Services, Inc's The Gratitude Pep reported $5M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,392 in Finance & Insurance (9,261 peers)

Pentegra Services, Inc multi-year trail

Pentegra Services, Inc's plans moved +1935.2% in assets from 2022 to 2024; this filing shows The Gratitude Pep at $5M / N/A participants.

#3,392
in Finance & Insurance (9,261 peers)
$5M
reported net income

The Gratitude Pep's mid-pack asset rank among Finance & Insurance and all filers

The Gratitude Pep vs every filed plan by assets

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

$5,449,365 Top 48% higher than 52% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 133745616 · Pentegra Services, Inc PY 2022 · 401(k)

The Gratitude Pep · $5M · N/A · 52nd

  • TYPE $5M
  • NET N/A
  • BOOK 52nd
  • VS-ST 401(k)
  • BOY near D'amico Holding Company 401(k) Plan
  • SCH ind #3392

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 Finance & Insurance retirement plans → · Plans in New York →

The Gratitude Pep in the asset neighbourhood

The Gratitude Pep$5MD'amico Holding Company 401(k) PlanD'amico Holding Company 401(…$5MMeriden Manufacturing 401(k) PlanMeriden Manufacturing 401(k)…$5MSyndex Corporation 401(k) Retirement PlanSyndex Corporation 401(k) Re…$5MWard Petroleum Employee Retirement Savings PlanWard Petroleum Employee Reti…$5M
End-of-year total assets ($M) among The Gratitude Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pentegra Services, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Pentegra Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$378M 1935.1582619279213% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $18.6M $378M ▲ +1934.6%
Year Plans Participants Total Assets
2022 5 203 $19M
2023 8 1,283 $123M
2024 11 4,740 $378M

Pentegra Services, Inc filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$5M
Net Income$5M
Employer EIN133745616
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

The Gratitude Pep vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Gratitude Pep, Total assets ($B): 0.005449365 · Participants: 0The Gratitude PepIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Gratitude Pep vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Gratitude Pep side-by-side with 3 peers →

The Gratitude Pep's closest out-of-state 401(k) peers by assets

Outside New York, the nearest 401(k) by end-of-year assets is D'amico Holding Company 401(k) Plan in MN at $5M (this filing: $5M).

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 have Pentegra Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentegra Services, Inc's sponsor-wide assets grew 1935.2%, from $19M to $378M.
Which 401(k) plans are similar in size to The Gratitude Pep? ▼
Among 401(k) plans in other states, the closest by assets is D'amico Holding Company 401(k) Plan in MN ($5M, 686 participants).

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 133745616.

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.