401(k) · DOL Form 5500 · 2023

New Penn Equipment Corporation 401(k) Plan

Data updated 2026-08-25

$986K
Total assets Small plan by assets
10
Participants Small participant base
24th
Percentile by assets National rank
$98,624
Avg per participant Below avg balance/head
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Official DOL plan name: New Penn Equipment Corporation Tax-Favored Savings Plan · Sponsored by New Penn Equipment Corporation · Pennsylvania · Manufacturing

$986K in assets, 10 participants

New Penn Equipment Corporation's New Penn Equipment Corporation Tax-Favored Savings Plan reported $986K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,912 in Manufacturing (18,722 peers)

New Penn Equipment Corporation multi-year trail

New Penn Equipment Corporation's plans moved -98.5% in assets from 2022 to 2024; this filing shows New Penn Equipment Corporation Tax-Favored Savings Plan at $986K / 10 participants.

#1,912
in Manufacturing (18,722 peers)
+1.8%
assets growth YoY

New Penn Equipment Corporation Tax-Favored Savings Plan among the smaller filed plans by assets

New Penn Equipment Corporation Tax-Favored Savings Plan vs every filed plan by assets

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

$986,239 24th percentile higher than 24% 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

New Penn Equipment Corporation Tax-Favored Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Penn Equipment Corporation Tax-Favored Savings Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Penn Equipment Corporation Tax-Favored Savings Plan reported net income rose from -$332K in the plan year 2022 filing to $16K in the plan year 2023 filing.
  • New Penn Equipment Corporation Tax-Favored Savings Plan reported participants fell from 13 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • New Penn Equipment Corporation Tax-Favored Savings Plan end-of-year assets rose from $969K in the plan year 2022 filing to $986K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 920329159 · New Penn Equipment Corporation PY 2023 · 401(k)

New Penn Equipment Corporation Tax-Favored Savings Plan · $986K · 10 · 24th

  • ASSETS $986K
  • ASSETS 10
  • ASSETS 24th
  • ASSETS 401(k)
  • ASSETS near Base Partners, Inc. 401(k) Plan
  • ASSETS ind #1912

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 →

New Penn Equipment Corporation Tax-Favored Savings Plan in the asset neighbourhood

New Penn Equipment Corporation Tax-Favored Savings PlanNew Penn Equipment Corporati…$986KBase Partners, Inc. 401(k) PlanBase Partners, Inc. 401(k) P…$986KJones Blue Star Retirement PlanJones Blue Star Retirement P…$986KPro-Ject Chemicals 401(k) PlanPro-Ject Chemicals 401(k) Pl…$986KSynq3 Restaurant Solutions 401(k) PlanSynq3 Restaurant Solutions 4…$986K
End-of-year total assets ($M) among New Penn Equipment Corporation Tax-Favored Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Penn Equipment Corporation multi-year asset trail

Sponsor-wide plan assets over time

All New Penn Equipment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$15K 98.47556821700626% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.97M $0.01M ▼ -99.0%
Year Plans Participants Total Assets
2022 1 13 $969K
2023 1 10 $986K
2024 1 11 $15K

New Penn Equipment Corporation filing trail (2023)

Total Assets (Beginning of Year)$969K
Net Assets (End of Year)$985K
Net Income$16K
Employer EIN920329159
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

New Penn Equipment Corporation Tax-Favored Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants New Penn Equipment Corporation Tax-Favored Savings Plan, Total assets ($B): 0.000986239 · Participants: 10New Penn Equipment Corporation Tax-Favored Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
New Penn Equipment Corporation Tax-Favored Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare New Penn Equipment Corporation Tax-Favored Savings Plan side-by-side with 3 peers →

New Penn Equipment Corporation Tax-Favored Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Base Partners, Inc. 401(k) Plan in IL ($986K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($986K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 New Penn Equipment Corporation Tax-Favored Savings Plan assets move in 2023? ▼
New Penn Equipment Corporation Tax-Favored Savings Plan edged up modestly - up 1.8% during 2023, from $969K to $986K. Reported net income was $16K.
How have New Penn Equipment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Penn Equipment Corporation's sponsor-wide assets declined 98.5%, from $969K to $15K.
Where does New Penn Equipment Corporation Tax-Favored Savings Plan rank by assets among Form 5500 filers? ▼
New Penn Equipment Corporation Tax-Favored Savings Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to New Penn Equipment Corporation Tax-Favored Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Base Partners, Inc. 401(k) Plan in IL ($986K, 19 participants).
Which 401(k) plans cover a similar participant headcount to New Penn Equipment Corporation Tax-Favored Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 920329159.

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.