401(k) · DOL Form 5500 · 2023

Penta Research, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
130
Participants Small participant base
83rd
Percentile by assets National rank
$316,123
Avg per participant High balance/head
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Official DOL plan name: Penta Research, Inc. 401(k) Plan · Sponsored by Penta Research, Inc. · Alabama · Professional & Technical Services

$41M in assets, 130 participants

Penta Research, Inc.'s Penta Research, Inc. 401(k) Plan reported $41M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,107 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Penta Research, Inc. 401(k) Plan covers 130 participants in Alabama, about 36% of the average Alabama filer (state average ~360 per filing). Assets: $41M.

#17,107
in Professional & Technical Services (20,321 peers)
+19.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Penta Research, Inc. 401(k) Plan's outsized position by total assets

Penta Research, Inc. 401(k) Plan vs every filed plan by assets

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

$41,096,048 Top 17% higher than 83% 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

Penta Research, Inc. 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. Penta Research, Inc. 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penta Research, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Penta Research, Inc. 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Penta Research, Inc. 401(k) Plan reported participants fell from 140 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 631284082 · Penta Research, Inc. PY 2023 · 401(k)

Penta Research, Inc. 401(k) Plan · $41M · 130 · 83rd

  • IND $41M
  • IND 130
  • IND 83rd
  • IND 401(k)
  • IND near Prosus 401(k) Plan
  • IND ind #17107

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Penta Research, Inc. 401(k) Plan in the asset neighbourhood

Penta Research, Inc. 401(k) PlanPenta Research, Inc. 401(k) …$41MLavelle Industries, Inc. Profit Sharing and 401(k) Savings PlanLavelle Industries, Inc. Pro…$41MProsus 401(k) Plan$41MHarms Oil Company 401(k) Plan$41MNuss Truck & Equipment 401(k) PlanNuss Truck & Equipment 401(k…$41M
End-of-year total assets ($M) among Penta Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN631284082
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penta Research, Inc.)

Sponsor-wide plan assets over time

All Penta Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 20.92975360216644% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $56.9M $68.8M ▲ +20.9%
Year Plans Participants Total Assets
2022 2 280 $57M
2023 2 261 $64M
2024 2 232 $69M

Nearby 401(k) Plans in Alabama

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

Penta Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Penta Research, Inc. 401(k) Plan, Total assets ($B): 0.041096048 · Participants: 130Penta Research, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Penta Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Penta Research, Inc. 401(k) Plan side-by-side with 3 peers →

Penta Research, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Prosus 401(k) Plan in CA ($41M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Penta Research, Inc. 401(k) Plan assets move in 2023? ▼
Penta Research, Inc. 401(k) Plan grew sharply - up 19.2% during 2023, from $34M to $41M. Reported net income was $7M.
How have Penta Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penta Research, Inc.'s sponsor-wide assets grew 20.9%, from $57M to $69M.
Where does Penta Research, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Penta Research, Inc. 401(k) Plan ranks in the 83rd 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 Penta Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prosus 401(k) Plan in CA ($41M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Penta Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 631284082.

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.