401(k) · DOL Form 5500 · 2023

Penny Lane Centers 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
477
Participants Below avg headcount
71st
Percentile by assets National rank
$37,543
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Penny Lane 401(k) Retirement Plan · Sponsored by Penny Lane Centers · California · Healthcare & Social Assistance

$18M in assets, 477 participants

Penny Lane Centers's Penny Lane 401(k) Retirement Plan reported $18M in total assets and 477 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,307 in Healthcare & Social Assistance (17,684 peers)

Penny Lane Centers multi-year trail

Penny Lane Centers's plans moved +29.9% in assets from 2022 to 2024; this filing shows Penny Lane 401(k) Retirement Plan at $18M / 477 participants.

#13,307
in Healthcare & Social Assistance (17,684 peers)
+9.4%
assets growth YoY

Penny Lane 401(k) Retirement Plan's outsized position by total assets

Penny Lane 401(k) Retirement Plan vs every filed plan by assets

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

$17,908,026 Top 29% higher than 71% 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

Penny Lane 401(k) Retirement 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. Penny Lane 401(k) Retirement Plan sits mid-pack in the medium band (477 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penny Lane 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Penny Lane 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Penny Lane 401(k) Retirement Plan reported participants fell from 498 in the plan year 2022 filing to 477 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952633765 · Penny Lane Centers PY 2023 · 401(k)

Penny Lane 401(k) Retirement Plan · $18M · 477 · 71st

  • PCT $18M
  • EIN 477
  • RANK 71st
  • PHOTO 401(k)
  • IND near Donatos Pizzeria 401(k) Plan
  • EOY ind #13307

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 California →

Penny Lane 401(k) Retirement Plan in the asset neighbourhood

Penny Lane 401(k) Retirement PlanPenny Lane 401(k) Retirement…$18MDonatos Pizzeria 401(k) Plan$18MAmerican Academy of Physician Associates 401(k) Savings & RetirementAmerican Academy of Physicia…$18MK Solv 401(k) Plan$18MMilford Consultants Ltd. Defined Contribution Retirement PlanMilford Consultants Ltd. Def…$18M
End-of-year total assets ($M) among Penny Lane 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Penny Lane Centers multi-year asset trail

Sponsor-wide plan assets over time

All Penny Lane Centers plans reported in each filing year

Latest sponsor-wide plan assets
$21M 29.866946440849052% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.4M $21.3M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 498 $16M
2023 1 477 $18M
2024 1 484 $21M

Penny Lane Centers filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN952633765
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Penny Lane 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Penny Lane 401(k) Retirement Plan, Total assets ($B): 0.017908026 · Participants: 477Penny Lane 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Penny Lane 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Penny Lane 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Donatos Pizzeria 401(k) Plan in OH ($18M); by covered participants it is Talking Rain 401 (K) Retirement Plan and Trust in WA (477 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (477 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 Penny Lane 401(k) Retirement Plan assets move in 2023? ▼
Penny Lane 401(k) Retirement Plan grew at a solid clip - up 9.4% during 2023, from $16M to $18M. Reported net income was $2M.
How have Penny Lane Centers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penny Lane Centers's sponsor-wide assets grew 29.9%, from $16M to $21M.
Which 401(k) plans are similar in size to Penny Lane 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Donatos Pizzeria 401(k) Plan in OH ($18M, 1,045 participants).
Which 401(k) plans cover a similar participant headcount to Penny Lane 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Talking Rain 401 (K) Retirement Plan and Trust in WA (477 participants, $38M 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 952633765.

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.