401(k) · DOL Form 5500 · 2023
Pennoni Associates Inc. 401(k) Plan
Data updated 2026-08-11
- $143M
- Total assets
- 1,370
- Participants
- 93rd
- Percentile by assets
- $104,418
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $143M
- total plan assets (2023 EOY)
- 1,370
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $104,418
- avg assets per participant
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.
Pennoni Associates Inc. 401(k)/Profit Sharing Plan vs the 2023 asset distribution
By assets, Pennoni Associates Inc. 401(k)/Profit Sharing Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $27M |
| Employer EIN | 231683429 |
| Plan Effective Date | 1969-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennoni Associates Inc.)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pennoni Associates Inc. 401(k)/Profit Sharing Plan by total assets, not by location.
- Consulting Radiologists, Ltd. 401(k) Profit Sharing Plan (MN) $143M · 177
- Kdc USA 401(k) Plan (NJ) $143M · 3,250
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico (PR) $143M · 2,875
- The Motley Fool Holdings, Inc. 401(k) Plan (VA) $143M · 558
Frequently Asked Questions
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Ways to act on Pennoni Associates Inc. 401(k)/Profit Sharing Plan's numbers.
- By total assets, Pennoni Associates Inc. 401(k)/Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Pennoni Associates Inc.'s sponsor-wide assets have grown 53.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans