401(k) · DOL Form 5500 · 2024

Ron Penney & Associates 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
36th
Percentile by assets National rank
$267,037
Avg per participant High balance/head
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Official DOL plan name: Ron Penney & Associates 401(k) Profit Sharing Plan · Sponsored by Ron Penney & Associates · Missouri · Finance & Insurance

$3M in assets, 13 participants

Ron Penney & Associates's Ron Penney & Associates 401(k) Profit Sharing Plan reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,040 in Finance & Insurance (8,549 peers)

Ron Penney & Associates multi-year trail

Ron Penney & Associates's plans moved +73.2% in assets from 2022 to 2024; this filing shows Ron Penney & Associates 401(k) Profit Sharing Plan at $3M / 13 participants.

#2,040
in Finance & Insurance (8,549 peers)
+26.9%
assets growth YoY

Ron Penney & Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Ron Penney & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,471,486 36th percentile higher than 36% of 123,620 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 2024

Ron Penney & Associates 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ron Penney & Associates 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ron Penney & Associates 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 431883269 · Ron Penney & Associates PY 2024 · 401(k)

Ron Penney & Associates 401(k) Profit Sharing Plan · $3M · 13 · 36th

  • NET $3M
  • BOOK 13
  • VS-ST 36th
  • BOY 401(k)
  • SCH near Royal Range of California Inc 401(k) Plan
  • EBSA ind #2040

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 Missouri →

Ron Penney & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Ron Penney & Associates 401(k) Profit Sharing PlanRon Penney & Associates 401(…$3MRoyal Range of California Inc 401(k) PlanRoyal Range of California In…$3MVilla Enterprises Management Ltd., Inc. 401(k) PlanVilla Enterprises Management…$3MTyrrell Chevrolet Company 401(k) PlanTyrrell Chevrolet Company 40…$3MKennedy Fabricating Operations, LLC 401(k) PlanKennedy Fabricating Operatio…$3M
End-of-year total assets ($M) among Ron Penney & Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ron Penney & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Ron Penney & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$3M 73.18247465110188% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2M $3.47M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 13 $3M
2024 1 13 $3M

Ron Penney & Associates filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$735K
Employer EIN431883269
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Ron Penney & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ron Penney & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.003471486 · Participants: 13Ron Penney & Associates 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Ron Penney & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ron Penney & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ron Penney & Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Royal Range of California Inc 401(k) Plan in CA ($3M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ron Penney & Associates 401(k) Profit Sharing Plan assets move in 2024? ▼
Ron Penney & Associates 401(k) Profit Sharing Plan grew sharply - up 26.9% during 2024, from $3M to $3M. Reported net income was $735K.
How have Ron Penney & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ron Penney & Associates's sponsor-wide assets grew 73.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Ron Penney & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Royal Range of California Inc 401(k) Plan in CA ($3M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Ron Penney & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431883269.

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.