401(k) · DOL Form 5500 · 2023

Pennoni Associates Inc. 401(k) Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
1,370
Participants Near avg headcount
93rd
Percentile by assets National rank
$104,418
Avg per participant Below avg balance/head
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Official DOL plan name: Pennoni Associates Inc. 401(k)/Profit Sharing Plan · Sponsored by Pennoni Associates Inc. · Pennsylvania · Professional & Technical Services

$143M in assets, 1,370 participants

Pennoni Associates Inc.'s Pennoni Associates Inc. 401(k)/Profit Sharing Plan reported $143M in total assets and 1,370 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,208 in Professional & Technical Services (20,321 peers)

Where Pennoni Associates Inc. 401(k)/Profit Sharing Plan sits by assets

Pennoni Associates Inc. 401(k)/Profit Sharing Plan sits in the top 10% of all filed plans by assets, $143M for 1,370 participants (~$104,418/participant), up 23.3% in 2023.

#19,208
in Professional & Technical Services (20,321 peers)
+23.3%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Pennoni Associates Inc. 401(k)/Profit Sharing Plan's outsized position by total assets

Pennoni Associates Inc. 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$143,052,337 Top 7% higher than 93% 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

Pennoni Associates Inc. 401(k)/Profit Sharing 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. Pennoni Associates Inc. 401(k)/Profit Sharing Plan lands in the large band (1,370 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennoni Associates Inc. 401(k)/Profit Sharing Plan reported net income rose from -$29M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Pennoni Associates Inc. 401(k)/Profit Sharing Plan reported participants rose from 1,078 in the plan year 2022 filing to 1,370 in the plan year 2023 filing.
  • Pennoni Associates Inc. 401(k)/Profit Sharing Plan end-of-year assets rose from $116M in the plan year 2022 filing to $143M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231683429 · Pennoni Associates Inc. PY 2023 · 401(k)

Pennoni Associates Inc. 401(k)/Profit Sharing Plan · $143M · 1,370 · 93rd

  • PART $143M
  • TYPE 1,370
  • NET 93rd
  • BOOK 401(k)
  • VS-ST near Consulting Radiologists, Ltd. 401(k) Profit Sharing Plan
  • BOY ind #19208

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Pennoni Associates Inc. 401(k)/Profit Sharing Plan in the asset neighbourhood

Pennoni Associates Inc. 401(k)/Profit Sharing PlanPennoni Associates Inc. 401(…$143MConsulting Radiologists, Ltd. 401(k) Profit Sharing PlanConsulting Radiologists, Ltd…$143MKdc USA 401(k) Plan$143MFirstbank 401(k) Retirement Plan for Residents of Puerto RicoFirstbank 401(k) Retirement …$143MThe Motley Fool Holdings, Inc. 401(k) PlanThe Motley Fool Holdings, In…$143M
End-of-year total assets ($M) among Pennoni Associates Inc. 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$143M
Net Income$27M
Employer EIN231683429
Plan Effective Date1969-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennoni Associates Inc.)

Sponsor-wide plan assets over time

All Pennoni Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$295M 53.60241900673876% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $192M $295M ▲ +53.6%
Year Plans Participants Total Assets
2022 2 2,169 $192M
2023 2 2,385 $243M
2024 2 2,660 $295M

Nearby 401(k) Plans in Pennsylvania

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

Pennoni Associates Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pennoni Associates Inc. 401(k)/Profit Sharing Plan, Total assets ($B): 0.143052337 · Participants: 1370Pennoni Associates Inc. 401(k)/Profit Sharing 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
Pennoni Associates Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennoni Associates Inc. 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Pennoni Associates Inc. 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Consulting Radiologists, Ltd. 401(k) Profit Sharing Plan in MN ($143M); by covered participants it is Pacific Premier Bank 401(k) Plan in CA (1,370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,370 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 Pennoni Associates Inc. 401(k)/Profit Sharing Plan assets move in 2023? ▼
Pennoni Associates Inc. 401(k)/Profit Sharing Plan grew sharply - up 23.3% during 2023, from $116M to $143M. Reported net income was $27M.
How have Pennoni Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennoni Associates Inc.'s sponsor-wide assets grew 53.6%, from $192M to $295M.
Where does Pennoni Associates Inc. 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Pennoni Associates Inc. 401(k)/Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Pennoni Associates Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consulting Radiologists, Ltd. 401(k) Profit Sharing Plan in MN ($143M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Pennoni Associates Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pacific Premier Bank 401(k) Plan in CA (1,370 participants, $115M 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 231683429.

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.