401(k) · DOL Form 5500 · 2023

The Pendergraph Companies, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
140
Participants Small participant base
45th
Percentile by assets National rank
$37,599
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Pendergraph Companies, LLC 401(k) Plan · Sponsored by The Pendergraph Companies, LLC · North Carolina · Real Estate

$5M in assets, 140 participants

The Pendergraph Companies, LLC's The Pendergraph Companies, LLC 401(k) Plan reported $5M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,067 in Real Estate (4,727 peers)

Coverage in North Carolina

The Pendergraph Companies, LLC 401(k) Plan covers 140 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#3,067
in Real Estate (4,727 peers)
+25.8%
assets growth YoY

The Pendergraph Companies, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

The Pendergraph Companies, LLC 401(k) Plan vs every filed plan by assets

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

$5,263,888 45th percentile higher than 45% 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

The Pendergraph Companies, LLC 401(k) 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. The Pendergraph Companies, LLC 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Pendergraph Companies, LLC 401(k) Plan reported net income rose from -$819K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Pendergraph Companies, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Pendergraph Companies, LLC 401(k) Plan reported participants rose from 133 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 270080860 · The Pendergraph Companies, LLC PY 2023 · 401(k)

The Pendergraph Companies, LLC 401(k) Plan · $5M · 140 · 45th

  • BOOK $5M
  • VS-ST 140
  • BOY 45th
  • SCH 401(k)
  • EBSA near Dominion Payroll Services LLC 401(k) Profit Sharing Plan and Trust
  • PART ind #3067

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 North Carolina →

The Pendergraph Companies, LLC 401(k) Plan in the asset neighbourhood

The Pendergraph Companies, LLC 401(k) PlanThe Pendergraph Companies, L…$5MDominion Payroll Services LLC 401(k) Profit Sharing Plan and TrustDominion Payroll Services LL…$5MHenderson Hospitality Management, Inc. 401(k) PlanHenderson Hospitality Manage…$5MToba, Inc. Profit Sharing Retirement PlanToba, Inc. Profit Sharing Re…$5MJ. Bard Mclean, Inc. 401(k) Profit Sharing PlanJ. Bard Mclean, Inc. 401(k) …$5M
End-of-year total assets ($M) among The Pendergraph Companies, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN270080860
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pendergraph Companies, LLC)

Sponsor-wide plan assets over time

All The Pendergraph Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 52.07212093265512% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.19M $6.36M ▲ +51.8%
Year Plans Participants Total Assets
2022 1 133 $4M
2023 1 140 $5M
2024 1 145 $6M

Nearby 401(k) Plans in North Carolina

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

The Pendergraph Companies, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Pendergraph Companies, LLC 401(k) Plan, Total assets ($B): 0.005263888 · Participants: 140The Pendergraph Companies, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
The Pendergraph Companies, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Pendergraph Companies, LLC 401(k) Plan side-by-side with 3 peers →

The Pendergraph Companies, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dominion Payroll Services LLC 401(k) Profit Sharing Plan and Trust in VA ($5M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 The Pendergraph Companies, LLC 401(k) Plan assets move in 2023? ▼
The Pendergraph Companies, LLC 401(k) Plan grew sharply - up 25.8% during 2023, from $4M to $5M. Reported net income was $1M.
How have The Pendergraph Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pendergraph Companies, LLC's sponsor-wide assets grew 52.1%, from $4M to $6M.
Which 401(k) plans are similar in size to The Pendergraph Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dominion Payroll Services LLC 401(k) Profit Sharing Plan and Trust in VA ($5M, 161 participants).
Which 401(k) plans cover a similar participant headcount to The Pendergraph Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 270080860.

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.