401(k) · DOL Form 5500 · 2023

Pankl Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
250
Participants Below avg headcount
69th
Percentile by assets National rank
$64,928
Avg per participant Low balance/head
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Official DOL plan name: Pankl Holdings Inc & Affiliated Employer 401(k) · Sponsored by Pankl Holdings, Inc. · California · Manufacturing

$16M in assets, 250 participants

Pankl Holdings, Inc.'s Pankl Holdings Inc & Affiliated Employer 401(k) reported $16M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,775 in Manufacturing (18,722 peers)

Coverage in California

Pankl Holdings Inc & Affiliated Employer 401(k) covers 250 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $16M.

#10,775
in Manufacturing (18,722 peers)
+17.6%
assets growth YoY

Pankl Holdings Inc & Affiliated Employer 401(k)'s outsized position by total assets

Pankl Holdings Inc & Affiliated Employer 401(k) vs every filed plan by assets

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

$16,231,940 Top 31% higher than 69% 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

Pankl Holdings Inc & Affiliated Employer 401(k) 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. Pankl Holdings Inc & Affiliated Employer 401(k) sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pankl Holdings Inc & Affiliated Employer 401(k) reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pankl Holdings Inc & Affiliated Employer 401(k) end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Pankl Holdings Inc & Affiliated Employer 401(k) reported participants rose from 227 in the plan year 2022 filing to 250 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330804711 · Pankl Holdings, Inc. PY 2023 · 401(k)

Pankl Holdings Inc & Affiliated Employer 401(k) · $16M · 250 · 69th

  • BOY $16M
  • BOY 250
  • BOY 69th
  • BOY 401(k)
  • BOY near Five County Credit Union 401(k) Plan and Trust
  • BOY ind #10775

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 California →

Pankl Holdings Inc & Affiliated Employer 401(k) in the asset neighbourhood

Pankl Holdings Inc & Affiliated Employer 401(k)Pankl Holdings Inc & Affilia…$16MFive County Credit Union 401(k) Plan and TrustFive County Credit Union 401…$16MArchitects Hawaii, Ltd. 401(k) Profit Sharing Plan (Plan B)Architects Hawaii, Ltd. 401(…$16MChyronhego Corporation 401(k) PlanChyronhego Corporation 401(k…$16MBell Nursery USA LLC 401(k) PlanBell Nursery USA LLC 401(k) …$16M
End-of-year total assets ($M) among Pankl Holdings Inc & Affiliated Employer 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN330804711
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pankl Holdings, Inc.)

Sponsor-wide plan assets over time

All Pankl Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 30.419945204542888% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 227 $14M
2023 1 250 $16M
2024 1 240 $18M

Nearby 401(k) Plans in California

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

Pankl Holdings Inc & Affiliated Employer 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pankl Holdings Inc & Affiliated Employer 401(k), Total assets ($B): 0.01623194 · Participants: 250Pankl Holdings Inc & Affiliated Employer 401(k)Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Pankl Holdings Inc & Affiliated Employer 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Pankl Holdings Inc & Affiliated Employer 401(k) side-by-side with 3 peers →

Pankl Holdings Inc & Affiliated Employer 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Five County Credit Union 401(k) Plan and Trust in ME ($16M); by covered participants it is Tolunay-Wong Engineers, Inc. 401(k) Plan in TX (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Pankl Holdings Inc & Affiliated Employer 401(k) assets move in 2023? ▼
Pankl Holdings Inc & Affiliated Employer 401(k) grew sharply - up 17.6% during 2023, from $14M to $16M. Reported net income was $2M.
How have Pankl Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pankl Holdings, Inc.'s sponsor-wide assets grew 30.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Pankl Holdings Inc & Affiliated Employer 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Five County Credit Union 401(k) Plan and Trust in ME ($16M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Pankl Holdings Inc & Affiliated Employer 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Tolunay-Wong Engineers, Inc. 401(k) Plan in TX (250 participants, $12M 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 330804711.

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.