401(k) · DOL Form 5500 · 2023

National Pen Co. LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
255
Participants Below avg headcount
82nd
Percentile by assets National rank
$147,264
Avg per participant Above avg balance/head
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Official DOL plan name: National Pen & Associates Profit Sharing and Savings Plan · Sponsored by National Pen Co. LLC · Tennessee · Manufacturing

$38M in assets, 255 participants

National Pen Co. LLC's National Pen & Associates Profit Sharing and Savings Plan reported $38M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,004 in Manufacturing (18,722 peers)

Coverage in Tennessee

National Pen & Associates Profit Sharing and Savings Plan covers 255 participants in Tennessee, about 23% of the average Tennessee filer (state average ~1,126 per filing). Assets: $38M.

#14,004
in Manufacturing (18,722 peers)
+10.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

National Pen & Associates Profit Sharing and Savings Plan's outsized position by total assets

National Pen & Associates Profit Sharing and Savings Plan vs every filed plan by assets

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

$37,552,324 Top 18% higher than 82% 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

National Pen & Associates Profit Sharing and Savings 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. National Pen & Associates Profit Sharing and Savings Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Pen & Associates Profit Sharing and Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • National Pen & Associates Profit Sharing and Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • National Pen & Associates Profit Sharing and Savings Plan reported participants rose from 245 in the plan year 2022 filing to 255 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 460911877 · National Pen Co. LLC PY 2023 · 401(k)

National Pen & Associates Profit Sharing and Savings Plan · $38M · 255 · 82nd

  • NET $38M
  • BOOK 255
  • VS-ST 82nd
  • BOY 401(k)
  • SCH near Bnccorp, Inc. 401(k) Savings Plan
  • EBSA ind #14004

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 Tennessee →

National Pen & Associates Profit Sharing and Savings Plan in the asset neighbourhood

Somerset Trust Company 401(k) Profit Sharing PlanSomerset Trust Company 401(k…$38MNational Pen & Associates Profit Sharing and Savings PlanNational Pen & Associates Pr…$38MBnccorp, Inc. 401(k) Savings PlanBnccorp, Inc. 401(k) Savings…$38MIndiana Beverage, Inc. 401(k) Profit Sharing PlanIndiana Beverage, Inc. 401(k…$38M403(b) Thrift Plan for Employees of Greenwood Genetic Center403(b) Thrift Plan for Emplo…$38M
End-of-year total assets ($M) among National Pen & Associates Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN460911877
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Pen Co. LLC)

Sponsor-wide plan assets over time

All National Pen Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 22.3346637702717% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.1M $41.7M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 245 $34M
2023 1 255 $38M
2024 1 193 $42M

Nearby 401(k) Plans in Tennessee

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

National Pen & Associates Profit Sharing and Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants National Pen & Associates Profit Sharing and Savings Plan, Total assets ($B): 0.037552324 · Participants: 255National Pen & Associates Profit Sharing and Savings 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
National Pen & Associates Profit Sharing and Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare National Pen & Associates Profit Sharing and Savings Plan side-by-side with 3 peers →

National Pen & Associates Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Bnccorp, Inc. 401(k) Savings Plan in ND ($38M); by covered participants it is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 National Pen & Associates Profit Sharing and Savings Plan assets move in 2023? ▼
National Pen & Associates Profit Sharing and Savings Plan grew at a solid clip - up 10.2% during 2023, from $34M to $38M. Reported net income was $3M.
How have National Pen Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Pen Co. LLC's sponsor-wide assets grew 22.3%, from $34M to $42M.
Where does National Pen & Associates Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
National Pen & Associates Profit Sharing and Savings Plan ranks in the 82nd 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 National Pen & Associates Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bnccorp, Inc. 401(k) Savings Plan in ND ($38M, 213 participants).
Which 401(k) plans cover a similar participant headcount to National Pen & Associates Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 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 460911877.

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.