401(k) · DOL Form 5500 · 2023

John a. Penney Co., Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
25
Participants Small participant base
65th
Percentile by assets National rank
$545,048
Avg per participant High balance/head
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Official DOL plan name: John a. Penney Co., Inc. Retirement Savings Plan · Sponsored by John a. Penney Co., Inc. · Massachusetts · Construction

$14M in assets, 25 participants

John a. Penney Co., Inc.'s John a. Penney Co., Inc. Retirement Savings Plan reported $14M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,763 in Construction (9,030 peers)

John a. Penney Co., Inc. multi-year trail

John a. Penney Co., Inc.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows John a. Penney Co., Inc. Retirement Savings Plan at $14M / 25 participants.

#5,763
in Construction (9,030 peers)
+22.5%
assets growth YoY

John a. Penney Co., Inc. Retirement Savings Plan's mid-pack asset rank among Construction and all filers

John a. Penney Co., Inc. Retirement Savings Plan vs every filed plan by assets

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

$13,626,195 Top 35% higher than 65% 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

John a. Penney Co., Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John a. Penney Co., Inc. Retirement Savings Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John a. Penney Co., Inc. Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • John a. Penney Co., Inc. Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • John a. Penney Co., Inc. Retirement Savings Plan reported participants fell from 29 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043524137 · John a. Penney Co., Inc. PY 2023 · 401(k)

John a. Penney Co., Inc. Retirement Savings Plan · $14M · 25 · 65th

  • TYPE $14M
  • NET 25
  • BOOK 65th
  • VS-ST 401(k)
  • BOY near Cafe Rio, Inc. 401(k) Plan
  • SCH ind #5763

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 Construction retirement plans → · Plans in Massachusetts →

John a. Penney Co., Inc. Retirement Savings Plan in the asset neighbourhood

John a. Penney Co., Inc. Retirement Savings PlanJohn a. Penney Co., Inc. Ret…$14MCafe Rio, Inc. 401(k) Plan$14MCrew, Inc. 401(k) Retirement PlanCrew, Inc. 401(k) Retirement…$14MBattlefield Farms, Inc. Profit Sharing PlanBattlefield Farms, Inc. Prof…$14MAllentown Mack 401(k) Plan and TrustAllentown Mack 401(k) Plan a…$14M
End-of-year total assets ($M) among John a. Penney Co., Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

John a. Penney Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John a. Penney Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 33.79189010813621% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $14.9M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 29 $11M
2023 1 25 $14M
2024 1 25 $15M

John a. Penney Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN043524137
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

John a. Penney Co., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants John a. Penney Co., Inc. Retirement Savings Plan, Total assets ($B): 0.013626195 · Participants: 25John a. Penney Co., Inc. Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
John a. Penney Co., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare John a. Penney Co., Inc. Retirement Savings Plan side-by-side with 3 peers →

John a. Penney Co., Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cafe Rio, Inc. 401(k) Plan in UT ($14M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 John a. Penney Co., Inc. Retirement Savings Plan assets move in 2023? ▼
John a. Penney Co., Inc. Retirement Savings Plan grew sharply - up 22.5% during 2023, from $11M to $14M. Reported net income was $2M.
How have John a. Penney Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John a. Penney Co., Inc.'s sponsor-wide assets grew 33.8%, from $11M to $15M.
Which 401(k) plans are similar in size to John a. Penney Co., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cafe Rio, Inc. 401(k) Plan in UT ($14M, 2,898 participants).
Which 401(k) plans cover a similar participant headcount to John a. Penney Co., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 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 043524137.

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.