401(k) · DOL Form 5500 · 2023

H.O. Penn Machinery Company, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
43rd
Percentile by assets National rank
$772,117
Avg per participant High balance/head
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Official DOL plan name: H.O. Penn Machinery Co., Inc Pension Plan and Trust · Sponsored by H.O. Penn Machinery Company, Inc. · New York · Wholesale Trade

$5M in assets, 6 participants

H.O. Penn Machinery Company, Inc.'s H.O. Penn Machinery Co., Inc Pension Plan and Trust reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,021 in Wholesale Trade (6,309 peers)

H.O. Penn Machinery Company, Inc. multi-year trail

H.O. Penn Machinery Company, Inc.'s plans moved +18.1% in assets from 2022 to 2024; this filing shows H.O. Penn Machinery Co., Inc Pension Plan and Trust at $5M / 6 participants.

#2,021
in Wholesale Trade (6,309 peers)
-8.9%
assets change YoY

The plan reported a net loss of $455K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H.O. Penn Machinery Co., Inc Pension Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

H.O. Penn Machinery Co., Inc Pension Plan and Trust vs every filed plan by assets

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

$4,632,702 43rd percentile higher than 43% 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

H.O. Penn Machinery Co., Inc Pension Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.O. Penn Machinery Co., Inc Pension Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H.O. Penn Machinery Co., Inc Pension Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to -$455K in the plan year 2023 filing.
  • H.O. Penn Machinery Co., Inc Pension Plan and Trust reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • H.O. Penn Machinery Co., Inc Pension Plan and Trust end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131158790 · H.O. Penn Machinery Company, Inc. PY 2023 · 401(k)

H.O. Penn Machinery Co., Inc Pension Plan and Trust · $5M · 6 · 43rd

  • SCH $5M
  • EBSA 6
  • PART 43rd
  • TYPE 401(k)
  • NET near Intellectechs, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2021

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 New York →

H.O. Penn Machinery Co., Inc Pension Plan and Trust in the asset neighbourhood

H.O. Penn Machinery Co., Inc Pension Plan and TrustH.O. Penn Machinery Co., Inc…$5MIntellectechs, Inc. 401(k) Profit Sharing PlanIntellectechs, Inc. 401(k) P…$5MBard Global Holdings, Inc.$5MRda Management Company 401(k) PlanRda Management Company 401(k…$5MPennwood Racing, Inc. Retirement and Savings PlanPennwood Racing, Inc. Retire…$5M
End-of-year total assets ($M) among H.O. Penn Machinery Co., Inc Pension Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

H.O. Penn Machinery Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All H.O. Penn Machinery Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 18.124649056558084% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $80M $94.4M ▲ +18.1%
Year Plans Participants Total Assets
2022 2 229 $80M
2023 2 241 $87M
2024 2 251 $94M

H.O. Penn Machinery Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$455K
Employer EIN131158790
Plan Effective Date1940-07-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

H.O. Penn Machinery Co., Inc Pension Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants H.O. Penn Machinery Co., Inc Pension Plan and Trust, Total assets ($B): 0.004632702 · Participants: 6H.O. Penn Machinery Co., Inc Pension Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
H.O. Penn Machinery Co., Inc Pension Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare H.O. Penn Machinery Co., Inc Pension Plan and Trust side-by-side with 3 peers →

H.O. Penn Machinery Co., Inc Pension Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Intellectechs, Inc. 401(k) Profit Sharing Plan in VA ($5M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 H.O. Penn Machinery Co., Inc Pension Plan and Trust assets move in 2023? ▼
H.O. Penn Machinery Co., Inc Pension Plan and Trust pulled back noticeably - down 8.9% during 2023, from $5M to $5M. Reported net income was -$455K.
How have H.O. Penn Machinery Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.O. Penn Machinery Company, Inc.'s sponsor-wide assets grew 18.1%, from $80M to $94M.
Which 401(k) plans are similar in size to H.O. Penn Machinery Co., Inc Pension Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Intellectechs, Inc. 401(k) Profit Sharing Plan in VA ($5M, 127 participants).
Which 401(k) plans cover a similar participant headcount to H.O. Penn Machinery Co., Inc Pension Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 131158790.

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.