401(k) · DOL Form 5500 · 2023

Pilot Corporation of America 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
207
Participants Below avg headcount
60th
Percentile by assets National rank
$50,718
Avg per participant Low balance/head
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Official DOL plan name: Pilot Pen 401(k) Plan · Sponsored by Pilot Corporation of America · Florida · Wholesale Trade

$10M in assets, 207 participants

Pilot Corporation of America's Pilot Pen 401(k) Plan reported $10M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,280 in Wholesale Trade (6,309 peers)

Coverage in Florida

Pilot Pen 401(k) Plan covers 207 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#3,280
in Wholesale Trade (6,309 peers)
+37.4%
assets growth YoY

Pilot Pen 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Pilot Pen 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,498,573 Top 40% higher than 60% of 127,068 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 2023

Pilot Pen 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pilot Pen 401(k) Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pilot Pen 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pilot Pen 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Pilot Pen 401(k) Plan reported participants rose from 176 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112277015 · Pilot Corporation of America PY 2023 · 401(k)

Pilot Pen 401(k) Plan · $10M · 207 · 60th

  • PART $10M
  • PART 207
  • PART 60th
  • PART 401(k)
  • PART near Pickrel, Schaeffer and Ebeling Co., Lpa 401(k) Savings Plan
  • PART ind #3280

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 Florida →

Pilot Pen 401(k) Plan in the asset neighbourhood

Pilot Pen 401(k) Plan$10MPickrel, Schaeffer and Ebeling Co., Lpa 401(k) Savings PlanPickrel, Schaeffer and Ebeli…$10MFeeney, Inc. 401(k) Plan$10MMt. Hood Meadows Oreg., LLC 401(k) Savings PlanMt. Hood Meadows Oreg., LLC …$10MVba Defined Contribution Plan for Touchstone BankVba Defined Contribution Pla…$10M
End-of-year total assets ($M) among Pilot Pen 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN112277015
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pilot Corporation of America)

Sponsor-wide plan assets over time

All Pilot Corporation of America plans reported in each filing year

Latest sponsor-wide plan assets
$23M 36.92741925085734% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.6M $22.7M ▲ +36.9%
Year Plans Participants Total Assets
2022 2 240 $17M
2023 2 266 $22M
2024 2 287 $23M

Nearby 401(k) Plans in Florida

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

Pilot Pen 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Pilot Pen 401(k) Plan, Total assets ($B): 0.010498573 · Participants: 207Pilot Pen 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Pilot Pen 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Pilot Pen 401(k) Plan side-by-side with 3 peers →

Pilot Pen 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Pickrel, Schaeffer and Ebeling Co., Lpa 401(k) Savings Plan in OH ($10M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pilot Pen 401(k) Plan assets move in 2023? ▼
Pilot Pen 401(k) Plan surged - up 37.4% during 2023, from $8M to $10M. Reported net income was $3M.
How have Pilot Corporation of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pilot Corporation of America's sponsor-wide assets grew 36.9%, from $17M to $23M.
Which 401(k) plans are similar in size to Pilot Pen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pickrel, Schaeffer and Ebeling Co., Lpa 401(k) Savings Plan in OH ($10M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Pilot Pen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112277015.

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.