401(k) · DOL Form 5500 · 2023

Pennian Bank 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
127
Participants Small participant base
59th
Percentile by assets National rank
$79,181
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pennian Bank 401(k) Plan · Sponsored by Pennian Bank · Pennsylvania · Finance & Insurance

$10M in assets, 127 participants

Pennian Bank's Pennian Bank 401(k) Plan reported $10M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,854 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Pennian Bank 401(k) Plan covers 127 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#3,854
in Finance & Insurance (8,869 peers)
+21.1%
assets growth YoY

Pennian Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Pennian Bank 401(k) Plan vs every filed plan by assets

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

$10,056,044 Top 41% higher than 59% 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

Pennian Bank 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. Pennian Bank 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennian Bank 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pennian Bank 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Pennian Bank 401(k) Plan reported participants rose from 116 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 230873877 · Pennian Bank PY 2023 · 401(k)

Pennian Bank 401(k) Plan · $10M · 127 · 59th

  • EOY $10M
  • 5500 127
  • ASSETS 59th
  • PCT 401(k)
  • EIN near Pioneer Sand Company, Inc. 401(k) Plan
  • RANK ind #3854

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Pennian Bank 401(k) Plan in the asset neighbourhood

Pennian Bank 401(k) Plan$10MPioneer Sand Company, Inc. 401(k) PlanPioneer Sand Company, Inc. 4…$10MAbode Communities 401(k) Profit Sharing Plan and TrustAbode Communities 401(k) Pro…$10MApostolic Christian Lifepoints Retirement Income PlanApostolic Christian Lifepoin…$10MMason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing PlanMason, Bruce & Girard, Inc. …$10M
End-of-year total assets ($M) among Pennian Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN230873877
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennian Bank)

Sponsor-wide plan assets over time

All Pennian Bank plans reported in each filing year

Latest sponsor-wide plan assets
$13M 29.906392077655475% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.2M $13.2M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 238 $10M
2023 2 251 $12M
2024 2 245 $13M

Nearby 401(k) Plans in Pennsylvania

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

Pennian Bank 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pennian Bank 401(k) Plan, Total assets ($B): 0.010056044 · Participants: 127Pennian Bank 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Pennian Bank 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennian Bank 401(k) Plan side-by-side with 3 peers →

Pennian Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Pioneer Sand Company, Inc. 401(k) Plan in CO ($10M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Pennian Bank 401(k) Plan assets move in 2023? ▼
Pennian Bank 401(k) Plan grew sharply - up 21.1% during 2023, from $8M to $10M. Reported net income was $2M.
How have Pennian Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennian Bank's sponsor-wide assets grew 29.9%, from $10M to $13M.
Which 401(k) plans are similar in size to Pennian Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pioneer Sand Company, Inc. 401(k) Plan in CO ($10M, 585 participants).
Which 401(k) plans cover a similar participant headcount to Pennian Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 230873877.

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.