401(k) · DOL Form 5500 · 2022

H O Penn Machinery Company, Incorporated 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
222
Participants Below avg headcount
91st
Percentile by assets National rank
$337,203
Avg per participant High balance/head
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Official DOL plan name: H.O. Penn 401(k) & Profit Sharing Plan and Trust · Sponsored by H O Penn Machinery Company, Incorporated · New York · Wholesale Trade

$75M in assets, 222 participants

H O Penn Machinery Company, Incorporated's H.O. Penn 401(k) & Profit Sharing Plan and Trust reported $75M in total assets and 222 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #6,332 in Wholesale Trade (6,843 peers)

Coverage in New York

H.O. Penn 401(k) & Profit Sharing Plan and Trust covers 222 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $75M.

#6,332
in Wholesale Trade (6,843 peers)
-15.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H.O. Penn 401(k) & Profit Sharing Plan and Trust's outsized position by total assets

H.O. Penn 401(k) & Profit Sharing Plan and Trust vs every filed plan by assets

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

$74,859,111 Top 9% higher than 91% 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

H.O. Penn 401(k) & Profit Sharing Plan and Trust 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. H.O. Penn 401(k) & Profit Sharing Plan and Trust sits mid-pack in the medium band (222 participants).

Form 5500 schedule snapshot

Filing strip 131158790 · H O Penn Machinery Company, Incorporated PY 2022 · 401(k)

H.O. Penn 401(k) & Profit Sharing Plan and Trust · $75M · 222 · 91st

  • ASSETS $75M
  • ASSETS 222
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near Longwood Management Corporation 401(k) Savings Plan
  • ASSETS ind #6332

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 Wholesale Trade retirement plans → · Plans in New York →

H.O. Penn 401(k) & Profit Sharing Plan and Trust in the asset neighbourhood

23andme, Inc. 401(k) Plan$75MVecellio Group, Inc. Retirement Savings PlanVecellio Group, Inc. Retirem…$75MBrandenburg Industrial Service Company Profit Sharing and 401(k) PlanBrandenburg Industrial Servi…$75MLongwood Management Corporation 401(k) Savings PlanLongwood Management Corporat…$75MH.O. Penn 401(k) & Profit Sharing Plan and TrustH.O. Penn 401(k) & Profit Sh…$75M
End-of-year total assets ($M) among H.O. Penn 401(k) & Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$75M
Net Income-$14M
Employer EIN131158790
Plan Effective Date1980-07-29
Filing StatusFILING RECEIVED

Sponsor Plan History (H O Penn Machinery Company, Incorporated)

Sponsor-wide plan assets over time

All H O Penn Machinery Company, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$94M 18.124649056558084% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $80M $94.4M ▲ +18.1%
Year Plans Participants Total Assets
2022 2 229 $80M
2023 2 241 $87M
2024 2 251 $94M

Nearby 401(k) Plans in New York

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

H.O. Penn 401(k) & Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants H.O. Penn 401(k) & Profit Sharing Plan and Trust, Total assets ($B): 0.074859111 · Participants: 222H.O. Penn 401(k) & Profit Sharing Plan and TrustIBM 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
H.O. Penn 401(k) & Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare H.O. Penn 401(k) & Profit Sharing Plan and Trust side-by-side with 3 peers →

H.O. Penn 401(k) & Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Longwood Management Corporation 401(k) Savings Plan in CA ($75M); by covered participants it is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 H.O. Penn 401(k) & Profit Sharing Plan and Trust assets move in 2022? ▼
H.O. Penn 401(k) & Profit Sharing Plan and Trust declined sharply - down 15.6% during 2022, from $89M to $75M. Reported net income was -$14M.
How have H O Penn Machinery Company, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H O Penn Machinery Company, Incorporated's sponsor-wide assets grew 18.1%, from $80M to $94M.
Where does H.O. Penn 401(k) & Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
H.O. Penn 401(k) & Profit Sharing Plan and Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to H.O. Penn 401(k) & Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Longwood Management Corporation 401(k) Savings Plan in CA ($75M, 5,773 participants).
Which 401(k) plans cover a similar participant headcount to H.O. Penn 401(k) & Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 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 131158790.

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.