401(k)
2023 plan-year 401(k) DOL Form 5500

PANTHERX SPECIALTY, LLC 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PANTHERX SPECIALTY, LLC

This 401(k) plan holds $9M in total assets and serves 386 participants as of 2023. It is sponsored by PANTHERX SPECIALTY, LLC in Pennsylvania. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$9M
Participants
386
State
Industry
Wholesale Trade

What the Filing Says About PANTHERX SPECIALTY, LLC 401(K) PLAN

PANTHERX SPECIALTY, LLC 401(K) PLAN is a 401(k) retirement plan sponsored by PANTHERX SPECIALTY, LLC, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 386 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 453620087, and the plan has been effective since 2022-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $9M at year-end — a gain of 258.9%. Net assets (after liabilities) closed the year at $9M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$7M
Plan Type401(k)
Employer EIN453620087
Plan Effective Date2022-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PANTHERX SPECIALTY, LLC)

Year Plans Participants Total Assets
2022 1 372 $3M
2023 1 386 $9M
2024 1 472 $17M

Nearby 401(k) Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the PANTHERX SPECIALTY, LLC 401(K) PLAN?
As of the 2023 Form 5500 filing, PANTHERX SPECIALTY, LLC 401(K) PLAN holds $9M in total assets with 386 participants. It is sponsored by PANTHERX SPECIALTY, LLC.
What type of plan is PANTHERX SPECIALTY, LLC 401(K) PLAN?
PANTHERX SPECIALTY, LLC 401(K) PLAN is a 401(k) plan. It has been effective since 2022-09-01. The plan is filed with the U.S. Department of Labor under EIN 453620087.
Who sponsors the PANTHERX SPECIALTY, LLC 401(K) PLAN?
PANTHERX SPECIALTY, LLC 401(K) PLAN is sponsored by PANTHERX SPECIALTY, LLC, located in Pennsylvania. The sponsor's EIN is 453620087 and the plan operates in the Wholesale Trade industry.
How did PANTHERX SPECIALTY, LLC 401(K) PLAN perform in 2023?
PANTHERX SPECIALTY, LLC 401(K) PLAN grew by 258.9% during 2023, moving from $3M to $9M in total assets. Net income was $7M.
Where can I find official filings for PANTHERX SPECIALTY, LLC 401(K) PLAN?
Official Form 5500 filings for PANTHERX SPECIALTY, LLC 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 453620087 or plan name at efast.dol.gov.
How does PANTHERX SPECIALTY, LLC 401(K) PLAN compare to other plans?
You can compare PANTHERX SPECIALTY, LLC 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 453620087.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.