401(k) · DOL Form 5500 · 2022

Penn United Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
722
Participants Near avg headcount
91st
Percentile by assets National rank
$110,165
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Penn United Technologies, Inc. 401(k) Plan · Sponsored by Penn United Technologies, Inc. · Pennsylvania · Manufacturing

$80M in assets, 722 participants

Penn United Technologies, Inc.'s Penn United Technologies, Inc. 401(k) Plan reported $80M in total assets and 722 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.

  • #17,927 in Manufacturing (20,602 peers)

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

Penn United Technologies, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $80M for 722 participants (~$110,165/participant), down 4.8% in 2022.

#17,927
in Manufacturing (20,602 peers)
-4.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$79,538,869 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

Penn United Technologies, 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 United Technologies, Inc. 401(k) Plan sits mid-pack in the medium band (722 participants).

EBSA filing schedule strip

Filing strip 251215115 · Penn United Technologies, Inc. PY 2022 · 401(k)

Penn United Technologies, Inc. 401(k) Plan · $80M · 722 · 91st

  • IND $80M
  • EOY 722
  • 5500 91st
  • ASSETS 401(k)
  • PCT near Golden State Orthopedics & Spine Profit Sharing 401(k) Plan
  • EIN ind #17927

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 Manufacturing retirement plans → · Plans in Pennsylvania →

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

Msh US Payroll 401(k) Retirement PlanMsh US Payroll 401(k) Retire…$80MScriptpro LLC 401(k) Plan$80MPenn United Technologies, Inc. 401(k) PlanPenn United Technologies, In…$80MGolden State Orthopedics & Spine Profit Sharing 401(k) PlanGolden State Orthopedics & S…$80MCumming Management Group, Inc. 401(k) Plan-IICumming Management Group, In…$80M
End-of-year total assets ($M) among Penn United Technologies, 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)$84M
Net Assets (End of Year)$80M
Net Income-$4M
Employer EIN251215115
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn United Technologies, Inc.)

Sponsor-wide plan assets over time

All Penn United Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 1.850305710376001% vs 2022
2024 filing year
$230M$235M$240M$245M$250M 202220232024 $232M $236M ▲ +1.9%
Year Plans Participants Total Assets
2022 2 1,489 $232M
2023 2 1,480 $246M
2024 2 806 $236M

Nearby 401(k) Plans in Pennsylvania

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

Penn United Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Penn United Technologies, Inc. 401(k) Plan, Total assets ($B): 0.079538869 · Participants: 722Penn United Technologies, 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 United Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penn United Technologies, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Golden State Orthopedics & Spine Profit Sharing 401(k) Plan in CA ($80M); by covered participants it is Venture Express, Inc. 401(k) Plan in TN (722 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (722 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 United Technologies, Inc. 401(k) Plan assets move in 2022? ▼
Penn United Technologies, Inc. 401(k) Plan edged down modestly - down 4.8% during 2022, from $84M to $80M. Reported net income was -$4M.
How have Penn United Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn United Technologies, Inc.'s sponsor-wide assets grew 1.9%, from $232M to $236M.
Where does Penn United Technologies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Penn United Technologies, Inc. 401(k) Plan 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 Penn United Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden State Orthopedics & Spine Profit Sharing 401(k) Plan in CA ($80M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Penn United Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venture Express, Inc. 401(k) Plan in TN (722 participants, $364K 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 251215115.

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.