401(k) · DOL Form 5500 · 2023

Pencor Services, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
684
Participants Below avg headcount
76th
Percentile by assets National rank
$36,339
Avg per participant Low balance/head
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Official DOL plan name: Pencor Services, Inc. 401(k) Salary Reduction Plan · Sponsored by Pencor Services, Inc. · Pennsylvania · Information & Media

$25M in assets, 684 participants

Pencor Services, Inc.'s Pencor Services, Inc. 401(k) Salary Reduction Plan reported $25M in total assets and 684 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #1,899 in Information & Media (2,818 peers)

Where Pencor Services, Inc. 401(k) Salary Reduction Plan sits by assets

Pencor Services, Inc. 401(k) Salary Reduction Plan sits in the top quartile of all filed plans by assets, $25M for 684 participants (~$36,339/participant), up 18.4% in 2023.

#1,899
in Information & Media (2,818 peers)
+18.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Pencor Services, Inc. 401(k) Salary Reduction Plan's outsized position by total assets

Pencor Services, Inc. 401(k) Salary Reduction Plan vs every filed plan by assets

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

$24,855,677 Top 24% higher than 76% 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

Pencor Services, Inc. 401(k) Salary Reduction Plan 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. Pencor Services, Inc. 401(k) Salary Reduction Plan sits mid-pack in the medium band (684 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pencor Services, Inc. 401(k) Salary Reduction Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pencor Services, Inc. 401(k) Salary Reduction Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Pencor Services, Inc. 401(k) Salary Reduction Plan reported participants rose from 676 in the plan year 2022 filing to 684 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 240820653 · Pencor Services, Inc. PY 2023 · 401(k)

Pencor Services, Inc. 401(k) Salary Reduction Plan · $25M · 684 · 76th

  • NET $25M
  • BOOK 684
  • VS-ST 76th
  • BOY 401(k)
  • SCH near Big Ass Fans 401(k) Plan
  • EBSA ind #1899

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 Information & Media retirement plans → · Plans in Pennsylvania →

Pencor Services, Inc. 401(k) Salary Reduction Plan in the asset neighbourhood

Pencor Services, Inc. 401(k) Salary Reduction PlanPencor Services, Inc. 401(k)…$25MNasif, Hicks, Harris & Co. 401(k) Profit Sharing PlanNasif, Hicks, Harris & Co. 4…$25MBig Ass Fans 401(k) Plan$25MMikart 401(k) Plan$25MAuditboard, Inc. 401(k) Plan$25M
End-of-year total assets ($M) among Pencor Services, Inc. 401(k) Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN240820653
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pencor Services, Inc.)

Sponsor-wide plan assets over time

All Pencor Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$204M 23.118631529666843% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $166M $204M ▲ +23.1%
Year Plans Participants Total Assets
2022 2 1,454 $166M
2023 2 1,383 $187M
2024 2 1,403 $204M

Nearby 401(k) Plans in Pennsylvania

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

Pencor Services, Inc. 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pencor Services, Inc. 401(k) Salary Reduction Plan, Total assets ($B): 0.024855677 · Participants: 684Pencor Services, Inc. 401(k) Salary Reduction PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Pencor Services, Inc. 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pencor Services, Inc. 401(k) Salary Reduction Plan side-by-side with 3 peers →

Pencor Services, Inc. 401(k) Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Big Ass Fans 401(k) Plan in KY ($25M); by covered participants it is Usui 401(k) Plan in OH (684 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (684 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 Pencor Services, Inc. 401(k) Salary Reduction Plan assets move in 2023? ▼
Pencor Services, Inc. 401(k) Salary Reduction Plan grew sharply - up 18.4% during 2023, from $21M to $25M. Reported net income was $3M.
How have Pencor Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pencor Services, Inc.'s sponsor-wide assets grew 23.1%, from $166M to $204M.
Where does Pencor Services, Inc. 401(k) Salary Reduction Plan rank by assets among Form 5500 filers? ▼
Pencor Services, Inc. 401(k) Salary Reduction Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pencor Services, Inc. 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is Big Ass Fans 401(k) Plan in KY ($25M, 519 participants).
Which 401(k) plans cover a similar participant headcount to Pencor Services, Inc. 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Usui 401(k) Plan in OH (684 participants, $22M 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 240820653.

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.