401(k) · DOL Form 5500 · 2023

Pennant Services, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
3,979
Participants Above avg headcount
86th
Percentile by assets National rank
$13,373
Avg per participant Low balance/head
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Official DOL plan name: Pennant 401(k) Retirement Savings Plan · Sponsored by Pennant Services, Inc. · Idaho · Healthcare & Social Assistance

$53M in assets, 3,979 participants

Pennant Services, Inc.'s Pennant 401(k) Retirement Savings Plan reported $53M in total assets and 3,979 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,618 in Healthcare & Social Assistance (17,684 peers)

Coverage in Idaho

Pennant 401(k) Retirement Savings Plan covers 3,979 participants in Idaho, 11x the typical Idaho plan (state average ~347 per filing). Assets: $53M.

#15,618
in Healthcare & Social Assistance (17,684 peers)
+43.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pennant 401(k) Retirement Savings Plan's outsized position by total assets

Pennant 401(k) Retirement Savings Plan vs every filed plan by assets

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

$53,212,378 Top 14% higher than 86% 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

Pennant 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pennant 401(k) Retirement Savings Plan lands in the large band (3,979 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennant 401(k) Retirement Savings Plan reported net income rose from $1M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Pennant 401(k) Retirement Savings Plan end-of-year assets rose from $37M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Pennant 401(k) Retirement Savings Plan reported participants rose from 3,586 in the plan year 2022 filing to 3,979 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 833612637 · Pennant Services, Inc. PY 2023 · 401(k)

Pennant 401(k) Retirement Savings Plan · $53M · 3,979 · 86th

  • PHOTO $53M
  • IND 3,979
  • EOY 86th
  • 5500 401(k)
  • ASSETS near Wounded Warrior Project 401(k) Plan
  • PCT ind #15618

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 Healthcare & Social Assistance retirement plans → · Plans in Idaho →

Pennant 401(k) Retirement Savings Plan in the asset neighbourhood

Wounded Warrior Project 401(k) PlanWounded Warrior Project 401(…$53MEncyclopaedia Britannica Savings PlanEncyclopaedia Britannica Sav…$53MPennant 401(k) Retirement Savings PlanPennant 401(k) Retirement Sa…$53MDoggett Company, LLC 401(k) PlanDoggett Company, LLC 401(k) …$53MElectric Glass Fiber America, LLC 401(k) PlanElectric Glass Fiber America…$53M
End-of-year total assets ($M) among Pennant 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$53M
Net Income$16M
Employer EIN833612637
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennant Services, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$75M 103.05485469630642% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $37M $75.1M ▲ +103.0%
Year Plans Participants Total Assets
2022 1 3,586 $37M
2023 1 3,979 $53M
2024 1 4,332 $75M

Nearby 401(k) Plans in Idaho

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

Pennant 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 -101234 Total assets ($B) Participants Pennant 401(k) Retirement Savings Plan, Total assets ($B): 0.053212378 · Participants: 3979Pennant 401(k) Retirement Savings PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Pennant 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Pennant 401(k) Retirement Savings Plan side-by-side with 3 peers →

Pennant 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Wounded Warrior Project 401(k) Plan in FL ($53M); by covered participants it is The Luther Holding Company Savings Plus Retirement Plan in MN (3,979 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,979 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 Pennant 401(k) Retirement Savings Plan assets move in 2023? ▼
Pennant 401(k) Retirement Savings Plan surged - up 43.9% during 2023, from $37M to $53M. Reported net income was $16M.
How have Pennant Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennant Services, Inc.'s sponsor-wide assets grew 103.1%, from $37M to $75M.
Where does Pennant 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Pennant 401(k) Retirement Savings Plan ranks in the 86th 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 Pennant 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wounded Warrior Project 401(k) Plan in FL ($53M, 880 participants).
Which 401(k) plans cover a similar participant headcount to Pennant 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Luther Holding Company Savings Plus Retirement Plan in MN (3,979 participants, $285M 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 833612637.

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.