401(k) · DOL Form 5500 · 2023

Pella Tennessee, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
110
Participants Small participant base
46th
Percentile by assets National rank
$49,543
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pella Tennessee 401(k) Plan · Sponsored by Pella Tennessee, LLC · Tennessee · Wholesale Trade

$5M in assets, 110 participants

Pella Tennessee, LLC's Pella Tennessee 401(k) Plan reported $5M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,231 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

Pella Tennessee 401(k) Plan covers 110 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.

#2,231
in Wholesale Trade (6,309 peers)
+22.7%
assets growth YoY

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

Pella Tennessee 401(k) Plan vs every filed plan by assets

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

$5,449,727 46th percentile higher than 46% 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

Pella Tennessee 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. Pella Tennessee 401(k) Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pella Tennessee 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pella Tennessee 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202745077 · Pella Tennessee, LLC PY 2023 · 401(k)

Pella Tennessee 401(k) Plan · $5M · 110 · 46th

  • ASSETS $5M
  • ASSETS 110
  • ASSETS 46th
  • ASSETS 401(k)
  • ASSETS near Key Lime Air 401(k) Plan
  • ASSETS ind #2231

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 Tennessee →

Pella Tennessee 401(k) Plan in the asset neighbourhood

Pella Tennessee 401(k) Plan$5MKey Lime Air 401(k) Plan$5MSnap Fitness 401(k) Plan$5MSmith Packett Med-Com, LLC 401(k) Retirement PlanSmith Packett Med-Com, LLC 4…$5MRobert J Parker Dds Ms PA Profit Sharing Plan and TrustRobert J Parker Dds Ms PA Pr…$5M
End-of-year total assets ($M) among Pella Tennessee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN202745077
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pella Tennessee, LLC)

Sponsor-wide plan assets over time

All Pella Tennessee, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.189421137364675% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.44M $6M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 110 $4M
2023 1 110 $5M
2024 1 117 $6M

Nearby 401(k) Plans in Tennessee

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

Pella Tennessee 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Pella Tennessee 401(k) Plan, Total assets ($B): 0.005449727 · Participants: 110Pella Tennessee 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Pella Tennessee 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Pella Tennessee 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Key Lime Air 401(k) Plan in CO ($5M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Pella Tennessee 401(k) Plan assets move in 2023? ▼
Pella Tennessee 401(k) Plan grew sharply - up 22.7% during 2023, from $4M to $5M. Reported net income was $1M.
How have Pella Tennessee, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pella Tennessee, LLC's sponsor-wide assets grew 35.2%, from $4M to $6M.
Which 401(k) plans are similar in size to Pella Tennessee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Key Lime Air 401(k) Plan in CO ($5M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Pella Tennessee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 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 202745077.

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.