401(k) · DOL Form 5500 · 2023

Penn Health Partners, LLC 401(k) Plan

Data updated 2026-08-25

$559K
Total assets Small plan by assets
524
Participants Below avg headcount
19th
Percentile by assets National rank
$1,068
Avg per participant Low balance/head
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Official DOL plan name: Penn Health Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Penn Health Partners, LLC · New York · Administrative & Support Services

$559K in assets, 524 participants

Penn Health Partners, LLC's Penn Health Partners, LLC 401(k) Profit Sharing Plan reported $559K in total assets and 524 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,758 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Penn Health Partners, LLC 401(k) Profit Sharing Plan ranks #1,758 of 4,372 2023 filers by assets (5158% of the sector average)-$559K for 524 participants.

#1,758
in Administrative & Support Services (4,372 peers)
+24.2%
assets growth YoY

Penn Health Partners, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Penn Health Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$559,390 19th percentile higher than 19% 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

Penn Health Partners, LLC 401(k) Profit Sharing 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. Penn Health Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (524 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penn Health Partners, LLC 401(k) Profit Sharing Plan reported net income fell from $433K in the plan year 2022 filing to $109K in the plan year 2023 filing.
  • Penn Health Partners, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $450K in the plan year 2022 filing to $559K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 863416863 · Penn Health Partners, LLC PY 2023 · 401(k)

Penn Health Partners, LLC 401(k) Profit Sharing Plan · $559K · 524 · 19th

  • PHOTO $559K
  • IND 524
  • EOY 19th
  • 5500 401(k)
  • ASSETS near USA Power Punch, Inc. 401(k) Profit Sharing Plan
  • PCT ind #1758

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 Administrative & Support Services retirement plans → · Plans in New York →

Penn Health Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Penn Health Partners, LLC 401(k) Profit Sharing PlanPenn Health Partners, LLC 40…$559KUSA Power Punch, Inc. 401(k) Profit Sharing PlanUSA Power Punch, Inc. 401(k)…$559KSkyoak Capital, Inc. Pooled Employer Plan No. 1Skyoak Capital, Inc. Pooled …$559KKali49a Inc 401(k) Plan$559KBr3 Enterprises, Inc. 401(k) PlanBr3 Enterprises, Inc. 401(k)…$559K
End-of-year total assets ($M) among Penn Health Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$450K
Net Assets (End of Year)$559K
Net Income$109K
Employer EIN863416863
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn Health Partners, LLC)

Sponsor-wide plan assets over time

All Penn Health Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$598K 32.86912654815775% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.45M $0.6M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 524 $450K
2023 1 524 $559K
2024 1 418 $598K

Nearby 401(k) Plans in New York

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

Penn Health Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Penn Health Partners, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.00055939 · Participants: 524Penn Health Partners, LLC 401(k) Profit Sharing 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
Penn Health Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Penn Health Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Penn Health Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is USA Power Punch, Inc. 401(k) Profit Sharing Plan in CT ($559K); by covered participants it is Stahlbush Island Farms, Inc. 401(k) and Profit Sharing Plan in OR (524 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($559K here).

Similar participant headcount

Nearest other-state filings by covered participants (524 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 Penn Health Partners, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Penn Health Partners, LLC 401(k) Profit Sharing Plan grew sharply - up 24.2% during 2023, from $450K to $559K. Reported net income was $109K.
How have Penn Health Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn Health Partners, LLC's sponsor-wide assets grew 32.9%, from $450K to $598K.
Where does Penn Health Partners, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Penn Health Partners, LLC 401(k) Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Penn Health Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is USA Power Punch, Inc. 401(k) Profit Sharing Plan in CT ($559K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Penn Health Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stahlbush Island Farms, Inc. 401(k) and Profit Sharing Plan in OR (524 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 863416863.

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.