Defined Benefit (Pension) · DOL Form 5500 · 2023

Pencor Services, Inc. Pension Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
699
Participants Below avg headcount
94th
Percentile by assets National rank
$232,299
Avg per participant Above avg balance/head
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Official DOL plan name: Pencor Services, Inc. Non-Agreement Pension Plan · Sponsored by Pencor Services, Inc. · Pennsylvania · Manufacturing

$162M in assets, 699 participants

Pencor Services, Inc.'s Pencor Services, Inc. Non-Agreement Pension Plan reported $162M in total assets and 699 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,977 in Manufacturing (18,722 peers)

Where Pencor Services, Inc. Non-Agreement Pension Plan sits by assets

Pencor Services, Inc. Non-Agreement Pension Plan sits in the top 10% of all filed plans by assets, $162M for 699 participants (~$232,299/participant), up 12.0% in 2023.

#16,977
in Manufacturing (18,722 peers)
+12.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Pencor Services, Inc. Non-Agreement Pension Plan's outsized position by total assets

Pencor Services, Inc. Non-Agreement Pension Plan vs every filed plan by assets

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

$162,376,953 Top 6% higher than 94% 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

Pencor Services, Inc. Non-Agreement Pension 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. Pencor Services, Inc. Non-Agreement Pension Plan sits mid-pack in the medium band (699 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pencor Services, Inc. Non-Agreement Pension Plan reported net income rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Pencor Services, Inc. Non-Agreement Pension Plan end-of-year assets rose from $145M in the plan year 2022 filing to $162M in the plan year 2023 filing.
  • Pencor Services, Inc. Non-Agreement Pension Plan reported participants fell from 778 in the plan year 2022 filing to 699 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 240820653 · Pencor Services, Inc. PY 2023 · Defined Benefit (Pension)

Pencor Services, Inc. Non-Agreement Pension Plan · $162M · 699 · 94th

  • EOY $162M
  • 5500 699
  • ASSETS 94th
  • PCT Defined Benefit (Pension)
  • EIN near Retirement Plan of Cayuga Medical Center at Ithaca
  • RANK ind #16977

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 →

Pencor Services, Inc. Non-Agreement Pension Plan in the asset neighbourhood

Pencor Services, Inc. Non-Agreement Pension PlanPencor Services, Inc. Non-Ag…$162MRetirement Plan of Cayuga Medical Center at IthacaRetirement Plan of Cayuga Me…$162MCement Masons Local 780 Pension FundCement Masons Local 780 Pens…$162MNorthwestern Lake Forest Hospital Employees Retirement PlanNorthwestern Lake Forest Hos…$162MBanco Santander USA Offices Retirement PlanBanco Santander USA Offices …$162M
End-of-year total assets ($M) among Pencor Services, Inc. Non-Agreement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$162M
Net Income$17M
Employer EIN240820653
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pencor Services, Inc.)

Sponsor-wide plan assets over time

All Pencor Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$204M 23.118631529666843% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $166M $204M ▲ +23.1%
Year Plans Participants Total Assets
2022 2 1,454 $166M
2023 2 1,383 $187M
2024 2 1,403 $204M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pencor Services, Inc. Non-Agreement Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pencor Services, Inc. Non-Agreement Pension Plan, Total assets ($B): 0.162376953 · Participants: 699Pencor Services, Inc. Non-Agreement Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Pencor Services, Inc. Non-Agreement Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Pencor Services, Inc. Non-Agreement Pension Plan side-by-side with 3 peers →

Pencor Services, Inc. Non-Agreement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Cayuga Medical Center at Ithaca in NY ($162M); by covered participants it is Ardagh Metal Pension Plan in IN (699 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (699 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 Pencor Services, Inc. Non-Agreement Pension Plan assets move in 2023? ▼
Pencor Services, Inc. Non-Agreement Pension Plan grew at a solid clip - up 12.0% during 2023, from $145M to $162M. Reported net income was $17M.
How have Pencor Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pencor Services, Inc.'s sponsor-wide assets grew 23.1%, from $166M to $204M.
Where does Pencor Services, Inc. Non-Agreement Pension Plan rank by assets among Form 5500 filers? ▼
Pencor Services, Inc. Non-Agreement Pension Plan ranks in the 94th 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 Defined Benefit (Pension) plans are similar in size to Pencor Services, Inc. Non-Agreement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Cayuga Medical Center at Ithaca in NY ($162M, 1,152 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pencor Services, Inc. Non-Agreement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ardagh Metal Pension Plan in IN (699 participants, $39M 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 240820653.

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.