401(k) · DOL Form 5500 · 2023

Penn Valley Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 3
Participants Small participant base: 26th
Percentile by assets National rank: $457,675
Avg per participant High balance/head

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Official DOL plan name: Penn Valley Brands, Inc. Retirement Plan · Sponsored by Penn Valley Brands, Inc. · Pennsylvania · Other Services

$1M in assets, 3 participants

Penn Valley Brands, Inc.'s Penn Valley Brands, Inc. Retirement Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#4,039 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Penn Valley Brands, Inc. Retirement Plan ranks #4,039 of 7,857 2023 filers by assets (1462% of the sector average)-$1M for 3 participants.

#4,039
in Other Services (7,857 peers): +90.8%
assets growth YoY

Penn Valley Brands, Inc. Retirement Plan among the smaller filed plans by assets

Penn Valley Brands, Inc. Retirement Plan vs every filed plan by assets

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

$1,373,025 26th percentile higher than 26% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Penn Valley Brands, Inc. Retirement 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. Penn Valley Brands, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Penn Valley Brands, Inc. Retirement Plan reported net income rose from $21K in the plan year 2022 filing to $653K in the plan year 2023 filing.
Penn Valley Brands, Inc. Retirement Plan end-of-year assets rose from $720K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 825029896 · Penn Valley Brands, Inc. PY 2023 · 401(k)

Penn Valley Brands, Inc. Retirement Plan · $1M · 3 · 26th

BOOK $1M
VS-ST 3
BOY 26th
SCH 401(k)
EBSA near Eckerman 401(k) Plan
PART ind #4039

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 Other Services retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Penn Valley Brands, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$720K
Net Assets (End of Year)	$1M
Net Income	$653K
Employer EIN	825029896
Plan Effective Date	2018-04-02
Filing Status	FILING RECEIVED

Sponsor Plan History (Penn Valley Brands, Inc.)

Latest sponsor-wide plan assets: $1M 66.2291988572572% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$720K
2023	1	3	$1M
2024	1	3	$1M

Nearby 401(k) Plans in Pennsylvania

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

Penn Valley Brands, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Penn Valley Brands, Inc. Retirement Plan side-by-side with 3 peers →

Penn Valley Brands, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Eckerman 401(k) Plan in NV ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Eckerman 401(k) Plan (NV) $1M · 5
Mfxg Inc. 401(k) Plan (IL) $1M · 28
Srd Architects Inc 401(k) Profit Sharing Plan & Trust (CA) $1M · 2
Ron Hoppe Consulting 401(k) Plan (CA) $1M · 2

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

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 Penn Valley Brands, Inc. Retirement Plan assets move in 2023? ▼

Penn Valley Brands, Inc. Retirement Plan surged - up 90.8% during 2023, from $720K to $1M. Reported net income was $653K.

How have Penn Valley Brands, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Penn Valley Brands, Inc.'s sponsor-wide assets grew 66.2%, from $720K to $1M.

Which 401(k) plans are similar in size to Penn Valley Brands, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Eckerman 401(k) Plan in NV ($1M, 5 participants).

Which 401(k) plans cover a similar participant headcount to Penn Valley Brands, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 825029896.