401(k) · DOL Form 5500 · 2023

Pentegra Services, Inc 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
58
Participants Small participant base
75th
Percentile by assets National rank
$383,669
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Gratitude Pep · Sponsored by Pentegra Services, Inc · New York · Finance & Insurance

$22M in assets, 58 participants

Pentegra Services, Inc's The Gratitude Pep reported $22M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,475 in Finance & Insurance (8,869 peers)

Where The Gratitude Pep sits by assets

The Gratitude Pep sits in the top quartile of all filed plans by assets, $22M for 58 participants (~$383,669/participant), up 307.7% in 2023.

#5,475
in Finance & Insurance (8,869 peers)
+307.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Gratitude Pep's outsized position by total assets

The Gratitude Pep vs every filed plan by assets

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

$22,252,785 Top 25% higher than 75% 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 Gratitude Pep among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Gratitude Pep is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Gratitude Pep end-of-year assets rose from $5M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • The Gratitude Pep reported net income fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Gratitude Pep reported participants rose from N/A in the plan year 2022 filing to 58 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133745616 · Pentegra Services, Inc PY 2023 · 401(k)

The Gratitude Pep · $22M · 58 · 75th

  • PHOTO $22M
  • PHOTO 58
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near Ovation Holdings 401(k) Retirement Plan
  • PHOTO ind #5475

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 New York →

The Gratitude Pep in the asset neighbourhood

The Gratitude Pep$22MOvation Holdings 401(k) Retirement PlanOvation Holdings 401(k) Reti…$22MChristian Financial Credit Union Employees 401(k) & Profit Sharing PlanChristian Financial Credit U…$22MPaytronix Systems, Inc. 401(k) Profit Sharing PlanPaytronix Systems, Inc. 401(…$22MTriad Technologies, LLC 401(k) PlanTriad Technologies, LLC 401(…$22M
End-of-year total assets ($M) among The Gratitude Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN133745616
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentegra Services, Inc)

Sponsor-wide plan assets over time

All Pentegra Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$378M 1935.1582619279213% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $18.6M $378M ▲ +1934.6%
Year Plans Participants Total Assets
2022 5 203 $19M
2023 8 1,283 $123M
2024 11 4,740 $378M

Nearby 401(k) Plans in New York

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

The Gratitude Pep vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Gratitude Pep, Total assets ($B): 0.022252785 · Participants: 58The Gratitude PepIBM 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
The Gratitude Pep vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Gratitude Pep side-by-side with 3 peers →

The Gratitude Pep's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ovation Holdings 401(k) Retirement Plan in IA ($22M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Gratitude Pep assets move in 2023? ▼
The Gratitude Pep surged - up 307.7% during 2023, from $5M to $22M. Reported net income was $3M.
How have Pentegra Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentegra Services, Inc's sponsor-wide assets grew 1935.2%, from $19M to $378M.
Where does The Gratitude Pep rank by assets among Form 5500 filers? ▼
The Gratitude Pep ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Gratitude Pep? ▼
Among 401(k) plans in other states, the closest by assets is Ovation Holdings 401(k) Retirement Plan in IA ($22M, 582 participants).
Which 401(k) plans cover a similar participant headcount to The Gratitude Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K 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 133745616.

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.