401(k) · DOL Form 5500 · 2023

Penton Learning Systems, L.L.C. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
295
Participants Below avg headcount
79th
Percentile by assets National rank
$98,583
Avg per participant Below avg balance/head
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Official DOL plan name: Penton Learning Systems, L.L.C. 401(k) Plan · Sponsored by Penton Learning Systems, L.L.C. · New York · Educational Services

$29M in assets, 295 participants

Penton Learning Systems, L.L.C.'s Penton Learning Systems, L.L.C. 401(k) Plan reported $29M in total assets and 295 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,380 in Educational Services (3,735 peers)

Coverage in New York

Penton Learning Systems, L.L.C. 401(k) Plan covers 295 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $29M.

#2,380
in Educational Services (3,735 peers)
+25.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Penton Learning Systems, L.L.C. 401(k) Plan's outsized position by total assets

Penton Learning Systems, L.L.C. 401(k) Plan vs every filed plan by assets

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

$29,081,869 Top 21% higher than 79% 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

Penton Learning Systems, L.L.C. 401(k) 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. Penton Learning Systems, L.L.C. 401(k) Plan sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penton Learning Systems, L.L.C. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Penton Learning Systems, L.L.C. 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Penton Learning Systems, L.L.C. 401(k) Plan reported participants rose from 243 in the plan year 2022 filing to 295 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133839754 · Penton Learning Systems, L.L.C. PY 2023 · 401(k)

Penton Learning Systems, L.L.C. 401(k) Plan · $29M · 295 · 79th

  • VS-ST $29M
  • BOY 295
  • SCH 79th
  • EBSA 401(k)
  • PART near Vesuvius Retirement Plan for Hourly Employees
  • TYPE ind #2380

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 Educational Services retirement plans → · Plans in New York →

Penton Learning Systems, L.L.C. 401(k) Plan in the asset neighbourhood

Penton Learning Systems, L.L.C. 401(k) PlanPenton Learning Systems, L.L…$29MVesuvius Retirement Plan for Hourly EmployeesVesuvius Retirement Plan for…$29MSpirol 401(k) Savings/Retirement PlanSpirol 401(k) Savings/Retire…$29MHarmonia Holdings Group, LLC 401(k) PlanHarmonia Holdings Group, LLC…$29MS.L. Nusbaum Realty Co. & Nmc 401(k) PlanS.L. Nusbaum Realty Co. & Nm…$29M
End-of-year total assets ($M) among Penton Learning Systems, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN133839754
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penton Learning Systems, L.L.C.)

Sponsor-wide plan assets over time

All Penton Learning Systems, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 49.91227782993251% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.1M $34.7M ▲ +49.9%
Year Plans Participants Total Assets
2022 1 243 $23M
2023 1 295 $29M
2024 1 278 $35M

Nearby 401(k) Plans in New York

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

Penton Learning Systems, L.L.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Penton Learning Systems, L.L.C. 401(k) Plan, Total assets ($B): 0.029081869 · Participants: 295Penton Learning Systems, L.L.C. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Penton Learning Systems, L.L.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Penton Learning Systems, L.L.C. 401(k) Plan side-by-side with 3 peers →

Penton Learning Systems, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Vesuvius Retirement Plan for Hourly Employees in IL ($29M); by covered participants it is Temporary Housing, Inc. 401(k) Profit Sharing Plan in AZ (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Penton Learning Systems, L.L.C. 401(k) Plan assets move in 2023? ▼
Penton Learning Systems, L.L.C. 401(k) Plan grew sharply - up 25.8% during 2023, from $23M to $29M. Reported net income was $6M.
How have Penton Learning Systems, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penton Learning Systems, L.L.C.'s sponsor-wide assets grew 49.9%, from $23M to $35M.
Where does Penton Learning Systems, L.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Penton Learning Systems, L.L.C. 401(k) Plan ranks in the 79th 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 Penton Learning Systems, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vesuvius Retirement Plan for Hourly Employees in IL ($29M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Penton Learning Systems, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Temporary Housing, Inc. 401(k) Profit Sharing Plan in AZ (295 participants, $6M 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 133839754.

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.