401(k) · DOL Form 5500 · 2023
Penn Detroit Diesel Allison, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $99,511
- Avg per participant Below avg balance/head
Official DOL plan name: Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees · Sponsored by Penn Detroit Diesel Allison, LLC · Pennsylvania · Wholesale Trade
$7M in assets, 75 participants
Penn Detroit Diesel Allison, LLC's Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees reported $7M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #2,682 in Wholesale Trade (6,309 peers)
What the 2023 filing shows
Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees holds $7M for 75 participants - about $99,511 per participant, above the median plan by assets.
- #2,682
- in Wholesale Trade (6,309 peers)
- -4.9%
- assets change YoY
The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees's mid-pack asset rank among Wholesale Trade and all filers
Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,463,310 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees reported net income rose from -$2M in the plan year 2022 filing to -$396K in the plan year 2023 filing.
- Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees reported participants rose from 70 in the plan year 2022 filing to 75 in the plan year 2023 filing.
- Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 205189445 · Penn Detroit Diesel Allison, LLC PY 2023 · 401(k)
Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees · $7M · 75 · 52nd
- BOY $7M
- SCH 75
- EBSA 52nd
- PART 401(k)
- TYPE near K-N Companies 401(k) Plan
- NET ind #2682
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 Pennsylvania →
Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$396K |
| Employer EIN | 205189445 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penn Detroit Diesel Allison, LLC)
Sponsor-wide plan assets over time
All Penn Detroit Diesel Allison, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 0.5719825549040266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 382 | $41M |
| 2023 | 2 | 398 | $41M |
| 2024 | 2 | 400 | $41M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is K-N Companies 401(k) Plan in MT ($7M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- K-N Companies 401(k) Plan (MT) $7M · 239
- Blood Assurance, Inc. 401(k) Plan (TN) $7M · 218
- Shift Technology Inc 401(k) Plan (NY) $7M · 126
- Cherokee Brick & Tile Employee 401(k) Plan (GA) $7M · 391
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Airbiquity 401(k) Plan (WA) 75 · 0 off
- Oklahoma Otolaryngology Associates Profit Sharing Plan (OK) 75 · 0 off
- Fry-Wagner Company Employees' Savings Plan (KS) 75 · 0 off
- Cts Excavations, LLC Safe Harbor 401(k) Plan (AL) 75 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.