401(k) · DOL Form 5500 · 2022

Penske Corporation 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
80
Participants Small participant base
90th
Percentile by assets National rank
$832,219
Avg per participant High balance/head
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Official DOL plan name: Deferred Savings Plan of the Penske Corporation · Sponsored by Penske Corporation · Michigan · Transportation & Warehousing

$67M in assets, 80 participants

Penske Corporation's Deferred Savings Plan of the Penske Corporation reported $67M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,438 in Transportation & Warehousing (3,876 peers)

Where Deferred Savings Plan of the Penske Corporation sits by assets

Deferred Savings Plan of the Penske Corporation sits in the top 10% of all filed plans by assets, $67M for 80 participants (~$832,219/participant), down 16.8% in 2022.

#3,438
in Transportation & Warehousing (3,876 peers)
-16.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Deferred Savings Plan of the Penske Corporation's outsized position by total assets

Deferred Savings Plan of the Penske Corporation vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$66,577,507 Top 10% higher than 90% of 139,123 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 2022

Deferred Savings Plan of the Penske Corporation among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Deferred Savings Plan of the Penske Corporation is a small filing (80 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 231717338 · Penske Corporation PY 2022 · 401(k)

Deferred Savings Plan of the Penske Corporation · $67M · 80 · 90th

  • EIN $67M
  • EIN 80
  • EIN 90th
  • EIN 401(k)
  • EIN near Edf Trading, N.a. 401(k) Plan
  • EIN ind #3438

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 Transportation & Warehousing retirement plans → · Plans in Michigan →

Deferred Savings Plan of the Penske Corporation in the asset neighbourhood

Salt River Materials Group 401(k) PlanSalt River Materials Group 4…$67MDeferred Savings Plan of the Penske CorporationDeferred Savings Plan of the…$67MEdf Trading, N.a. 401(k) Plan$67MGraham Profit Sharing Plan$67MCohen Milstein Sellers & Toll Profit Sharing and Retirement Savings PlanCohen Milstein Sellers & Tol…$67M
End-of-year total assets ($M) among Deferred Savings Plan of the Penske Corporation and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$67M
Net Income-$13M
Employer EIN231717338
Plan Effective Date1969-03-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Penske Corporation)

Sponsor-wide plan assets over time

All Penske Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$91M 36.60671163310455% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.6M $91M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 80 $67M
2023 1 83 $76M
2024 1 85 $91M

Nearby 401(k) Plans in Michigan

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

Deferred Savings Plan of the Penske Corporation vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Deferred Savings Plan of the Penske Corporation, Total assets ($B): 0.066577507 · Participants: 80Deferred Savings Plan of the Penske CorporationGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Deferred Savings Plan of the Penske Corporation vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Deferred Savings Plan of the Penske Corporation side-by-side with 3 peers →

Deferred Savings Plan of the Penske Corporation's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Edf Trading, N.a. 401(k) Plan in TX ($67M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Deferred Savings Plan of the Penske Corporation assets move in 2022? ▼
Deferred Savings Plan of the Penske Corporation declined sharply - down 16.8% during 2022, from $80M to $67M. Reported net income was -$13M.
How have Penske Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penske Corporation's sponsor-wide assets grew 36.6%, from $67M to $91M.
Where does Deferred Savings Plan of the Penske Corporation rank by assets among Form 5500 filers? ▼
Deferred Savings Plan of the Penske Corporation ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Deferred Savings Plan of the Penske Corporation? ▼
Among 401(k) plans in other states, the closest by assets is Edf Trading, N.a. 401(k) Plan in TX ($67M, 375 participants).
Which 401(k) plans cover a similar participant headcount to Deferred Savings Plan of the Penske Corporation? ▼
Among 401(k) plans in other states, the closest by covered participants is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231717338.

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.