Profit Sharing · DOL Form 5500 · 2023

Penn Footwear Co. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
40th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Penn Footwear Co. Retirement Trust · Sponsored by Penn Footwear Co. · Pennsylvania · Manufacturing

$4M in assets, 4 participants

Penn Footwear Co.'s Penn Footwear Co. Retirement Trust reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,408 in Manufacturing (18,722 peers)

Penn Footwear Co. multi-year trail

Penn Footwear Co.'s plans moved -11.2% in assets from 2022 to 2024; this filing shows Penn Footwear Co. Retirement Trust at $4M / 4 participants.

#4,408
in Manufacturing (18,722 peers)
-3.3%
assets change YoY

The plan reported a net loss of $139K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penn Footwear Co. Retirement Trust's mid-pack asset rank among Manufacturing and all filers

Penn Footwear Co. Retirement Trust vs every filed plan by assets

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

$4,027,865 40th percentile higher than 40% 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

Penn Footwear Co. Retirement 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. Penn Footwear Co. Retirement Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penn Footwear Co. Retirement Trust reported net income rose from -$1M in the plan year 2022 filing to -$139K in the plan year 2023 filing.
  • Penn Footwear Co. Retirement Trust end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 240810184 · Penn Footwear Co. PY 2023 · Profit Sharing

Penn Footwear Co. Retirement Trust · $4M · 4 · 40th

  • TYPE $4M
  • NET 4
  • BOOK 40th
  • VS-ST Profit Sharing
  • BOY near Boilermakers Local No. 85 Defined Contribution Retirement Plan
  • SCH ind #4408

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 Pennsylvania →

Penn Footwear Co. Retirement Trust in the asset neighbourhood

Penn Footwear Co. Retirement TrustPenn Footwear Co. Retirement…$4MBoilermakers Local No. 85 Defined Contribution Retirement PlanBoilermakers Local No. 85 De…$4MRichard Odders Md Sc 401(k) Profit Sharing PlanRichard Odders Md Sc 401(k) …$4MJose Kareh Cordero Profit Sharing Retirement PlanJose Kareh Cordero Profit Sh…$4MDerderian Kann Seyferth & Salucci PC Profit Sharing PlanDerderian Kann Seyferth & Sa…$4M
End-of-year total assets ($M) among Penn Footwear Co. Retirement Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Penn Footwear Co. multi-year asset trail

Sponsor-wide plan assets over time

All Penn Footwear Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.229108831476967% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $4.17M $3.7M ▼ -11.3%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M
2024 1 3 $4M

Penn Footwear Co. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$139K
Employer EIN240810184
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Penn Footwear Co. Retirement Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Penn Footwear Co. Retirement Trust, Total assets ($B): 0.004027865 · Participants: 4Penn Footwear Co. Retirement TrustEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Penn Footwear Co. Retirement Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Penn Footwear Co. Retirement Trust side-by-side with 3 peers →

Penn Footwear Co. Retirement Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Boilermakers Local No. 85 Defined Contribution Retirement Plan in OH ($4M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Penn Footwear Co. Retirement Trust assets move in 2023? ▼
Penn Footwear Co. Retirement Trust edged down modestly - down 3.3% during 2023, from $4M to $4M. Reported net income was -$139K.
How have Penn Footwear Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn Footwear Co.'s sponsor-wide assets declined 11.2%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Penn Footwear Co. Retirement Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Boilermakers Local No. 85 Defined Contribution Retirement Plan in OH ($4M, 832 participants).
Which Profit Sharing plans cover a similar participant headcount to Penn Footwear Co. Retirement Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 240810184.

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.