401(k) · DOL Form 5500 · 2023

Pentegra Services, Inc 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
836
Participants Near avg headcount
88th
Percentile by assets National rank
$81,398
Avg per participant Below avg balance/head
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Official DOL plan name: The 401(k) Plan · Sponsored by Pentegra Services, Inc · New York · Finance & Insurance

$68M in assets, 836 participants

Pentegra Services, Inc's The 401(k) Plan reported $68M in total assets and 836 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,281 in Finance & Insurance (8,869 peers)

Where The 401(k) Plan sits by assets

The 401(k) Plan sits in the top quartile of all filed plans by assets, $68M for 836 participants (~$81,398/participant), up 3414.1% in 2023.

#7,281
in Finance & Insurance (8,869 peers)
+3414.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The 401(k) Plan's outsized position by total assets

The 401(k) Plan vs every filed plan by assets

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

$68,048,542 Top 12% higher than 88% 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 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. The 401(k) Plan sits mid-pack in the medium band (836 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • The 401(k) Plan reported net income rose from $484K in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The 401(k) Plan reported participants rose from N/A in the plan year 2022 filing to 836 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

The 401(k) Plan · $68M · 836 · 88th

  • EOY $68M
  • 5500 836
  • ASSETS 88th
  • PCT 401(k)
  • EIN near Tib Employee Savings Plan
  • RANK ind #7281

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 401(k) Plan in the asset neighbourhood

The 401(k) Plan$68MTib Employee Savings Plan$68MZen-Noh Grain Corporation Retirement Savings PlanZen-Noh Grain Corporation Re…$68MBettcher Industries, Inc. 401(k) Retirement Savings PlanBettcher Industries, Inc. 40…$68MBassett Furniture Ind. Inc. 401(k) PlanBassett Furniture Ind. Inc. …$68M
End-of-year total assets ($M) among The 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)$2M
Net Assets (End of Year)$68M
Net Income$14M
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 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The 401(k) Plan, Total assets ($B): 0.068048542 · Participants: 836The 401(k) PlanIBM 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 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Tib Employee Savings Plan in TX ($68M); by covered participants it is Community Trust Bancorp Inc Savings Plan in KY (836 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (836 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 401(k) Plan assets move in 2023? ▼
The 401(k) Plan surged - up 3414.1% during 2023, from $2M to $68M. Reported net income was $14M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
The 401(k) Plan ranks in the 88th 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 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tib Employee Savings Plan in TX ($68M, 249 participants).
Which 401(k) plans cover a similar participant headcount to The 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Trust Bancorp Inc Savings Plan in KY (836 participants, $78M 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.