401(k) · DOL Form 5500 · 2023
Pennrose Management Company 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 450
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $35,592
- Avg per participant Low balance/head
Official DOL plan name: Pennrose Management Company 401(k) Profit Sharing Plan · Sponsored by Pennrose Management Company · Pennsylvania · Real Estate
$16M in assets, 450 participants
Pennrose Management Company's Pennrose Management Company 401(k) Profit Sharing Plan reported $16M in total assets and 450 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #3,953 in Real Estate (4,727 peers)
Pennrose Management Company multi-year trail
Pennrose Management Company's plans moved +28.0% in assets from 2022 to 2023; this filing shows Pennrose Management Company 401(k) Profit Sharing Plan at $16M / 450 participants.
- #3,953
- in Real Estate (4,727 peers)
- +28.0%
- assets growth YoY
Pennrose Management Company 401(k) Profit Sharing Plan's outsized position by total assets
Pennrose Management Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,016,619 Top 32% higher than 68% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pennrose Management Company 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. Pennrose Management Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (450 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pennrose Management Company 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Pennrose Management Company 401(k) Profit Sharing Plan reported participants rose from 298 in the plan year 2022 filing to 450 in the plan year 2023 filing.
- Pennrose Management Company 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 232241171 · Pennrose Management Company PY 2023 · 401(k)
Pennrose Management Company 401(k) Profit Sharing Plan · $16M · 450 · 68th
- BOY $16M
- BOY 450
- BOY 68th
- BOY 401(k)
- BOY near Pacific International Vegetable Marketing, Inc. 401(k) Profit Sharing Plan
- BOY ind #3953
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 Real Estate retirement plans → · Plans in Pennsylvania →
Pennrose Management Company 401(k) Profit Sharing Plan in the asset neighbourhood
Pennrose Management Company multi-year asset trail
Sponsor-wide plan assets over time
All Pennrose Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 28.02270908475294% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 298 | $13M |
| 2023 | 1 | 450 | $16M |
Pennrose Management Company filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $4M |
| Employer EIN | 232241171 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Pennrose Management Company 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 Pacific International Vegetable Marketing, Inc. 401(k) Profit Sharing Plan in CA ($16M); by covered participants it is G&s Corporation 401(k) Profit Sharing Plan and Trust in NY (450 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Pacific International Vegetable Marketing, Inc. 401(k) Profit Sharing Plan (CA) $16M · 91
- Colt Services, LP 401(k) Profit Sharing Plan (TX) $16M · 254
- 403(b) Thrift Plan for Employees of Southeastern Louisiana Area Health Education Center (LA) $16M · 480
- Sigma Computing Inc 401(k) Plan (CA) $16M · 401
Similar participant headcount
Nearest other-state filings by covered participants (450 participants); asset peers above are excluded.
- G&s Corporation 401(k) Profit Sharing Plan and Trust (NY) 450 · 0 off
- Parsec, Inc. Profit Sharing/401(k) Plan (OH) 450 · 0 off
- Servpro Industries, LLC 401(k) Plan (TN) 450 · 0 off
- Green Brick Partners, Inc. 401(k) Savings Plan (TX) 450 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.