401(k) · DOL Form 5500 · 2023

Pen-Link, Ltd. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
137
Participants Small participant base
82nd
Percentile by assets National rank
$271,950
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pen-Link, Ltd. 401(k) Plan · Sponsored by Pen-Link, Ltd. · Nebraska · Professional & Technical Services

$37M in assets, 137 participants

Pen-Link, Ltd.'s Pen-Link, Ltd. 401(k) Plan reported $37M in total assets and 137 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.

  • #16,838 in Professional & Technical Services (20,321 peers)

Coverage in Nebraska

Pen-Link, Ltd. 401(k) Plan covers 137 participants in Nebraska, about 25% of the average Nebraska filer (state average ~552 per filing). Assets: $37M.

#16,838
in Professional & Technical Services (20,321 peers)
+25.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pen-Link, Ltd. 401(k) Plan's outsized position by total assets

Pen-Link, Ltd. 401(k) Plan vs every filed plan by assets

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

$37,257,147 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

Pen-Link, Ltd. 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. Pen-Link, Ltd. 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pen-Link, Ltd. 401(k) Plan reported net income rose from -$751K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Pen-Link, Ltd. 401(k) Plan reported participants rose from 104 in the plan year 2022 filing to 137 in the plan year 2023 filing.
  • Pen-Link, Ltd. 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470707585 · Pen-Link, Ltd. PY 2023 · 401(k)

Pen-Link, Ltd. 401(k) Plan · $37M · 137 · 82nd

  • VS-ST $37M
  • BOY 137
  • SCH 82nd
  • EBSA 401(k)
  • PART near Essex Industries, Inc. 401(k) & Profit Sharing Plan
  • TYPE ind #16838

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 Professional & Technical Services retirement plans → · Plans in Nebraska →

Pen-Link, Ltd. 401(k) Plan in the asset neighbourhood

Pen-Link, Ltd. 401(k) Plan$37MEssex Industries, Inc. 401(k) & Profit Sharing PlanEssex Industries, Inc. 401(k…$37MOrora Visual Retirement Savings PlanOrora Visual Retirement Savi…$37MTalley Inc. Cash or Deferred Profit Sharing PlanTalley Inc. Cash or Deferred…$37MBeretta U.S.a. Corporation 401(k) & Profit Sharing PlanBeretta U.S.a. Corporation 4…$37M
End-of-year total assets ($M) among Pen-Link, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$37M
Net Income$8M
Employer EIN470707585
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pen-Link, Ltd.)

Sponsor-wide plan assets over time

All Pen-Link, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 15.249936432716424% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $48.6M $41.2M ▼ -15.3%
Year Plans Participants Total Assets
2022 2 190 $49M
2023 2 219 $37M
2024 1 153 $41M

Nearby 401(k) Plans in Nebraska

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

Pen-Link, Ltd. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Pen-Link, Ltd. 401(k) Plan, Total assets ($B): 0.037257147 · Participants: 137Pen-Link, Ltd. 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Pen-Link, Ltd. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Pen-Link, Ltd. 401(k) Plan side-by-side with 3 peers →

Pen-Link, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Essex Industries, Inc. 401(k) & Profit Sharing Plan in MO ($37M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Pen-Link, Ltd. 401(k) Plan assets move in 2023? ▼
Pen-Link, Ltd. 401(k) Plan grew sharply - up 25.5% during 2023, from $30M to $37M. Reported net income was $8M.
How have Pen-Link, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pen-Link, Ltd.'s sponsor-wide assets declined 15.2%, from $49M to $41M.
Where does Pen-Link, Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Pen-Link, Ltd. 401(k) 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 Pen-Link, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Essex Industries, Inc. 401(k) & Profit Sharing Plan in MO ($37M, 427 participants).
Which 401(k) plans cover a similar participant headcount to Pen-Link, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 470707585.

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.