401(k) · DOL Form 5500 · 2023

Penn United Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
771
Participants Near avg headcount
91st
Percentile by assets National rank
$118,883
Avg per participant Near avg balance/head
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Official DOL plan name: Penn United Technologies, Inc. 401(k) Plan · Sponsored by Penn United Technologies, Inc. · Pennsylvania · Manufacturing

$92M in assets, 771 participants

Penn United Technologies, Inc.'s Penn United Technologies, Inc. 401(k) Plan reported $92M in total assets and 771 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,086 in Manufacturing (18,722 peers)

Where Penn United Technologies, Inc. 401(k) Plan sits by assets

Penn United Technologies, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $92M for 771 participants (~$118,883/participant), up 15.2% in 2023.

#16,086
in Manufacturing (18,722 peers)
+15.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Penn United Technologies, Inc. 401(k) Plan's outsized position by total assets

Penn United Technologies, Inc. 401(k) Plan vs every filed plan by assets

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

$91,659,049 Top 9% higher than 91% 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

Penn United Technologies, 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. Penn United Technologies, Inc. 401(k) Plan sits mid-pack in the medium band (771 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penn United Technologies, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Penn United Technologies, Inc. 401(k) Plan end-of-year assets rose from $80M in the plan year 2022 filing to $92M in the plan year 2023 filing.
  • Penn United Technologies, Inc. 401(k) Plan reported participants rose from 722 in the plan year 2022 filing to 771 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251215115 · Penn United Technologies, Inc. PY 2023 · 401(k)

Penn United Technologies, Inc. 401(k) Plan · $92M · 771 · 91st

  • EOY $92M
  • 5500 771
  • ASSETS 91st
  • PCT 401(k)
  • EIN near Richard Design Services, Inc. Full-Time Regular 401(k) Plan
  • RANK ind #16086

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Penn United Technologies, Inc. 401(k) Plan in the asset neighbourhood

Lewis Roca Rothgerber Christie LLP Retirement Plan BLewis Roca Rothgerber Christ…$92MOptimum Employer Solutions Retirement PlanOptimum Employer Solutions R…$92MSavings Plan for Salaried Employees of Gorton'sSavings Plan for Salaried Em…$92MPenn United Technologies, Inc. 401(k) PlanPenn United Technologies, In…$92MRichard Design Services, Inc. Full-Time Regular 401(k) PlanRichard Design Services, Inc…$92M
End-of-year total assets ($M) among Penn United Technologies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$92M
Net Income$12M
Employer EIN251215115
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn United Technologies, Inc.)

Sponsor-wide plan assets over time

All Penn United Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 1.850305710376001% vs 2022
2024 filing year
$230M$235M$240M$245M$250M 202220232024 $232M $236M ▲ +1.9%
Year Plans Participants Total Assets
2022 2 1,489 $232M
2023 2 1,480 $246M
2024 2 806 $236M

Nearby 401(k) Plans in Pennsylvania

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

Penn United Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Penn United Technologies, Inc. 401(k) Plan, Total assets ($B): 0.091659049 · Participants: 771Penn United Technologies, Inc. 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
Penn United Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penn United Technologies, Inc. 401(k) Plan side-by-side with 3 peers →

Penn United Technologies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Richard Design Services, Inc. Full-Time Regular 401(k) Plan in TX ($92M); by covered participants it is Arvig Enterprises, Inc. 401(k) Plan in MN (771 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (771 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 Penn United Technologies, Inc. 401(k) Plan assets move in 2023? ▼
Penn United Technologies, Inc. 401(k) Plan grew sharply - up 15.2% during 2023, from $80M to $92M. Reported net income was $12M.
How have Penn United Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn United Technologies, Inc.'s sponsor-wide assets grew 1.9%, from $232M to $236M.
Where does Penn United Technologies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Penn United Technologies, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Penn United Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richard Design Services, Inc. Full-Time Regular 401(k) Plan in TX ($92M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Penn United Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arvig Enterprises, Inc. 401(k) Plan in MN (771 participants, $79M 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 251215115.

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.