401(k) · DOL Form 5500 · 2023

Pentegra Services Inc 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 1,194
Participants Near avg headcount: 69th
Percentile by assets National rank: $13,556
Avg per participant Low balance/head

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Official DOL plan name: Mstc Easy(K) Pep · Sponsored by Pentegra Services Inc · New York · Finance & Insurance

$16M in assets, 1,194 participants

Pentegra Services Inc's Mstc Easy(K) Pep reported $16M in total assets and 1,194 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#4,811 in Finance & Insurance (8,869 peers)

Pentegra Services Inc multi-year trail

Pentegra Services Inc's plans moved -15.8% in assets from 2022 to 2024; this filing shows Mstc Easy(K) Pep at $16M / 1,194 participants.

#4,811
in Finance & Insurance (8,869 peers): +124.1%
assets growth YoY

Mstc Easy(K) Pep's outsized position by total assets

Mstc Easy(K) Pep vs every filed plan by assets

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

$16,186,084 Top 31% higher than 69% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mstc Easy(K) Pep's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mstc Easy(K) Pep lands in the large band (1,194 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mstc Easy(K) Pep reported net income rose from -$427K in the plan year 2022 filing to $4M in the plan year 2023 filing.
Mstc Easy(K) Pep end-of-year assets rose from $7M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Mstc Easy(K) Pep reported participants rose from 1,081 in the plan year 2022 filing to 1,194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135645888 · Pentegra Services Inc PY 2023 · 401(k)

Mstc Easy(K) Pep · $16M · 1,194 · 69th

EOY $16M
5500 1,194
ASSETS 69th
PCT 401(k)
EIN near Green Thumb International Inc Profit Sharing Plan 401(k)-II
RANK ind #4811

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 →

End-of-year total assets ($M) among Mstc Easy(K) Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pentegra Services Inc multi-year asset trail

Latest sponsor-wide plan assets: $3.1B 15.79377317129958% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	3	8,063	$3.6B
2023	2	6,587	$3.2B
2024	2	6,311	$3.1B

Pentegra Services Inc filing trail (2023)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$16M
Net Income	$4M
Employer EIN	135645888
Plan Effective Date	2021-06-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Mstc Easy(K) Pep vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Mstc Easy(K) Pep side-by-side with 3 peers →

Mstc Easy(K) Pep's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Green Thumb International Inc Profit Sharing Plan 401(k)-II in CA ($16M); by covered participants it is Bay Alarm Company Profit Sharing Plan in CA (1,194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Green Thumb International Inc Profit Sharing Plan 401(k)-II (CA) $16M · 276
Anesthesiologists Medical Group of San Francisco Inc 401 (K) Profit Sharing Plan (CA) $16M · 11
Dieterich Bank 401(k) Retirement & Savings Plan (IL) $16M · 167
First State Bank of Middlebury 401(k) Psp (IN) $16M · 104

Similar participant headcount

Nearest other-state filings by covered participants (1,194 participants); asset peers above are excluded.

Bay Alarm Company Profit Sharing Plan (CA) 1,194 · 0 off
Pueblo of Sandia Commercial Enterprises 401(k) Profit Sharing Plan and Trust (NM) 1,194 · 0 off
Point Blank Enterprises, Inc. 401(k) Plan (FL) 1,194 · 0 off
Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan (MI) 1,195 · 1 off

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 Mstc Easy(K) Pep assets move in 2023? ▼

Mstc Easy(K) Pep surged - up 124.1% during 2023, from $7M to $16M. Reported net income was $4M.

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 declined 15.8%, from $3.6B to $3.1B.

Which 401(k) plans are similar in size to Mstc Easy(K) Pep? ▼

Among 401(k) plans in other states, the closest by assets is Green Thumb International Inc Profit Sharing Plan 401(k)-II in CA ($16M, 276 participants).

Which 401(k) plans cover a similar participant headcount to Mstc Easy(K) Pep? ▼

Among 401(k) plans in other states, the closest by covered participants is Bay Alarm Company Profit Sharing Plan in CA (1,194 participants, $114M 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 135645888.