401(k) · DOL Form 5500 · 2024

John a. Penney Co., Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
25
Participants Small participant base
64th
Percentile by assets National rank
$595,505
Avg per participant High balance/head
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Official DOL plan name: John a. Penney Co., Inc. Retirement Savings Plan · Sponsored by John a. Penney Co., Inc. · Massachusetts · Construction

$15M in assets, 25 participants

John a. Penney Co., Inc.'s John a. Penney Co., Inc. Retirement Savings Plan reported $15M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,659 in Construction (9,039 peers)

John a. Penney Co., Inc. multi-year trail

John a. Penney Co., Inc.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows John a. Penney Co., Inc. Retirement Savings Plan at $15M / 25 participants.

#5,659
in Construction (9,039 peers)
+9.3%
assets growth YoY

John a. Penney Co., Inc. Retirement Savings Plan's mid-pack asset rank among Construction and all filers

John a. Penney Co., Inc. Retirement Savings Plan vs every filed plan by assets

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

$14,887,623 Top 36% higher than 64% 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

John a. Penney Co., Inc. Retirement Savings 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. John a. Penney Co., Inc. Retirement Savings Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • John a. Penney Co., Inc. Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • John a. Penney Co., Inc. Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043524137 · John a. Penney Co., Inc. PY 2024 · 401(k)

John a. Penney Co., Inc. Retirement Savings Plan · $15M · 25 · 64th

  • BOY $15M
  • BOY 25
  • BOY 64th
  • BOY 401(k)
  • BOY near Ophthalmology, Ltd. Profit Sharing Plan
  • BOY ind #5659

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 Construction retirement plans → · Plans in Massachusetts →

John a. Penney Co., Inc. Retirement Savings Plan in the asset neighbourhood

John a. Penney Co., Inc. Retirement Savings PlanJohn a. Penney Co., Inc. Ret…$15MOphthalmology, Ltd. Profit Sharing PlanOphthalmology, Ltd. Profit S…$15MBuilders, Inc. Profit Sharing PlanBuilders, Inc. Profit Sharin…$15MGlobal Harvest Foods LLC 401(k) PlanGlobal Harvest Foods LLC 401…$15MSafe Future 401(k) Plan$15M
End-of-year total assets ($M) among John a. Penney Co., Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

John a. Penney Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John a. Penney Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 33.79189010813621% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $14.9M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 29 $11M
2023 1 25 $14M
2024 1 25 $15M

John a. Penney Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN043524137
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

John a. Penney Co., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants John a. Penney Co., Inc. Retirement Savings Plan, Total assets ($B): 0.014887623 · Participants: 25John a. Penney Co., Inc. Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
John a. Penney Co., Inc. Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare John a. Penney Co., Inc. Retirement Savings Plan side-by-side with 3 peers →

John a. Penney Co., Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ophthalmology, Ltd. Profit Sharing Plan in SD ($15M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 John a. Penney Co., Inc. Retirement Savings Plan assets move in 2024? ▼
John a. Penney Co., Inc. Retirement Savings Plan grew at a solid clip - up 9.3% during 2024, from $14M to $15M. Reported net income was $1M.
How have John a. Penney Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John a. Penney Co., Inc.'s sponsor-wide assets grew 33.8%, from $11M to $15M.
Which 401(k) plans are similar in size to John a. Penney Co., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ophthalmology, Ltd. Profit Sharing Plan in SD ($15M, 78 participants).
Which 401(k) plans cover a similar participant headcount to John a. Penney Co., Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants, $2M 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 043524137.

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.