401(k) · DOL Form 5500 · 2023

Pennenergy Resources, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
119
Participants Small participant base
75th
Percentile by assets National rank
$197,646
Avg per participant Above avg balance/head
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Official DOL plan name: Pennenergy Resources, LLC 401(k) Plan · Sponsored by Pennenergy Resources, LLC · Pennsylvania · Utilities

$24M in assets, 119 participants

Pennenergy Resources, LLC's Pennenergy Resources, LLC 401(k) Plan reported $24M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #276 in Utilities (721 peers)

Coverage in Pennsylvania

Pennenergy Resources, LLC 401(k) Plan covers 119 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#276
in Utilities (721 peers)
+33.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Pennenergy Resources, LLC 401(k) Plan's outsized position by total assets

Pennenergy Resources, LLC 401(k) Plan vs every filed plan by assets

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

$23,519,891 Top 25% higher than 75% 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

Pennenergy Resources, LLC 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. Pennenergy Resources, LLC 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennenergy Resources, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Pennenergy Resources, LLC 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Pennenergy Resources, LLC 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 452673440 · Pennenergy Resources, LLC PY 2023 · 401(k)

Pennenergy Resources, LLC 401(k) Plan · $24M · 119 · 75th

  • IND $24M
  • IND 119
  • IND 75th
  • IND 401(k)
  • IND near Holston Gases, Inc. 401(k) Profit Sharing Plan
  • IND ind #276

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 Utilities retirement plans → · Plans in Pennsylvania →

Pennenergy Resources, LLC 401(k) Plan in the asset neighbourhood

Pennenergy Resources, LLC 401(k) PlanPennenergy Resources, LLC 40…$24MHolston Gases, Inc. 401(k) Profit Sharing PlanHolston Gases, Inc. 401(k) P…$24MQuadrint, Inc. 401(k) Plan$24MDreyer & Reinbold, Inc. Savings PlanDreyer & Reinbold, Inc. Savi…$24MApplied Intuition 401(k) Plan$24M
End-of-year total assets ($M) among Pennenergy Resources, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$24M
Net Income$6M
Employer EIN452673440
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennenergy Resources, LLC)

Sponsor-wide plan assets over time

All Pennenergy Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 55.39555255765654% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.6M $27.3M ▲ +55.3%
Year Plans Participants Total Assets
2022 1 113 $18M
2023 1 119 $24M
2024 1 124 $27M

Nearby 401(k) Plans in Pennsylvania

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

Pennenergy Resources, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pennenergy Resources, LLC 401(k) Plan, Total assets ($B): 0.023519891 · Participants: 119Pennenergy Resources, LLC 401(k) 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
Pennenergy Resources, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennenergy Resources, LLC 401(k) Plan side-by-side with 3 peers →

Pennenergy Resources, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN ($24M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Pennenergy Resources, LLC 401(k) Plan assets move in 2023? ▼
Pennenergy Resources, LLC 401(k) Plan surged - up 33.8% during 2023, from $18M to $24M. Reported net income was $6M.
How have Pennenergy Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennenergy Resources, LLC's sponsor-wide assets grew 55.4%, from $18M to $27M.
Where does Pennenergy Resources, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Pennenergy Resources, LLC 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pennenergy Resources, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN ($24M, 324 participants).
Which 401(k) plans cover a similar participant headcount to Pennenergy Resources, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 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 452673440.

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.