401(k) · DOL Form 5500 · 2023

Pentegra Services, Inc 401(k) Plan

Data updated 2026-08-25

$861K
Total assets Small plan by assets
N/A
Participants Small participant base
22nd
Percentile by assets National rank
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Official DOL plan name: Brp Retirement Solutions Pep · Sponsored by Pentegra Services, Inc · New York · Finance & Insurance

$861K in assets, N/A participants

Pentegra Services, Inc's Brp Retirement Solutions Pep reported $861K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,250 in Finance & Insurance (8,869 peers)

Pentegra Services, Inc multi-year trail

Pentegra Services, Inc's plans moved +1935.2% in assets from 2022 to 2024; this filing shows Brp Retirement Solutions Pep at $861K / N/A participants.

#1,250
in Finance & Insurance (8,869 peers)
$861K
reported net income

Brp Retirement Solutions Pep among the smaller filed plans by assets

Brp Retirement Solutions Pep vs every filed plan by assets

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

$861,281 22nd percentile higher than 22% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

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

Brp Retirement Solutions Pep · $861K · N/A · 22nd

  • VS-ST $861K
  • BOY N/A
  • SCH 22nd
  • EBSA 401(k)
  • PART near Ricketts Excavating, Inc 401(k) Plan
  • TYPE ind #1250

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 →

Brp Retirement Solutions Pep in the asset neighbourhood

Brp Retirement Solutions Pep$861KRicketts Excavating, Inc 401(k) PlanRicketts Excavating, Inc 401…$861KPointe North, Inc. 401(k) Plan/TrustPointe North, Inc. 401(k) Pl…$861KShri Ram Group Management LLC 401(k) Profit Sharing Plan & TrustShri Ram Group Management LL…$861KSaker, Inc. 401(k) Profit Sharing PlanSaker, Inc. 401(k) Profit Sh…$861K
End-of-year total assets ($M) among Brp Retirement Solutions Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pentegra Services, Inc multi-year asset trail

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

Pentegra Services, Inc filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$861K
Net Income$861K
Employer EIN133745616
Plan Effective Date2023-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Brp Retirement Solutions Pep vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Brp Retirement Solutions Pep, Total assets ($B): 0.000861281 · Participants: 0Brp Retirement Solutions 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
Brp Retirement Solutions Pep vs. nearby 401(k) plans in New York, assets vs. participants
Compare Brp Retirement Solutions Pep side-by-side with 3 peers →

Brp Retirement Solutions Pep's closest out-of-state 401(k) peers by assets

Outside New York, the nearest 401(k) by end-of-year assets is Ricketts Excavating, Inc 401(k) Plan in OH at $861K (this filing: $861K).

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 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 Brp Retirement Solutions Pep rank by assets among Form 5500 filers? ▼
Brp Retirement Solutions Pep ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Brp Retirement Solutions Pep? ▼
Among 401(k) plans in other states, the closest by assets is Ricketts Excavating, Inc 401(k) Plan in OH ($861K, 9 participants).

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.