401(k) · DOL Form 5500 · 2023

Pei/Genesis, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
442
Participants Below avg headcount
83rd
Percentile by assets National rank
$88,309
Avg per participant Below avg balance/head
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Official DOL plan name: Pei/Genesis, Inc. Tax Deferral and Savings Plan · Sponsored by Pei/Genesis, Inc. · Pennsylvania · Manufacturing

$39M in assets, 442 participants

Pei/Genesis, Inc.'s Pei/Genesis, Inc. Tax Deferral and Savings Plan reported $39M in total assets and 442 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,135 in Manufacturing (18,722 peers)

Where Pei/Genesis, Inc. Tax Deferral and Savings Plan sits by assets

Pei/Genesis, Inc. Tax Deferral and Savings Plan sits in the top quartile of all filed plans by assets, $39M for 442 participants (~$88,309/participant), up 21.2% in 2023.

#14,135
in Manufacturing (18,722 peers)
+21.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pei/Genesis, Inc. Tax Deferral and Savings Plan's outsized position by total assets

Pei/Genesis, Inc. Tax Deferral and Savings Plan vs every filed plan by assets

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

$39,032,783 Top 17% higher than 83% 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

Pei/Genesis, Inc. Tax Deferral and Savings 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. Pei/Genesis, Inc. Tax Deferral and Savings Plan sits mid-pack in the medium band (442 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pei/Genesis, Inc. Tax Deferral and Savings Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Pei/Genesis, Inc. Tax Deferral and Savings Plan end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Pei/Genesis, Inc. Tax Deferral and Savings Plan reported participants rose from 423 in the plan year 2022 filing to 442 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231327335 · Pei/Genesis, Inc. PY 2023 · 401(k)

Pei/Genesis, Inc. Tax Deferral and Savings Plan · $39M · 442 · 83rd

  • EBSA $39M
  • PART 442
  • TYPE 83rd
  • NET 401(k)
  • BOOK near Market of Choice 401(k) Plan
  • VS-ST ind #14135

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 →

Pei/Genesis, Inc. Tax Deferral and Savings Plan in the asset neighbourhood

Simonmed 401(k) Profit Sharing PlanSimonmed 401(k) Profit Shari…$39MPei/Genesis, Inc. Tax Deferral and Savings PlanPei/Genesis, Inc. Tax Deferr…$39MMarket of Choice 401(k) Plan$39MFlorida Crystals Corporation Retirement Savings PlanFlorida Crystals Corporation…$39MBetanxt, Inc. 401(k) Plan$39M
End-of-year total assets ($M) among Pei/Genesis, Inc. Tax Deferral and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN231327335
Plan Effective Date1956-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Pei/Genesis, Inc.)

Sponsor-wide plan assets over time

All Pei/Genesis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 12.020813730149282% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $32.2M $36.1M ▲ +12.0%
Year Plans Participants Total Assets
2022 1 423 $32M
2023 1 442 $39M
2024 1 423 $36M

Nearby 401(k) Plans in Pennsylvania

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

Pei/Genesis, Inc. Tax Deferral and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pei/Genesis, Inc. Tax Deferral and Savings Plan, Total assets ($B): 0.039032783 · Participants: 442Pei/Genesis, Inc. Tax Deferral and Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Pei/Genesis, Inc. Tax Deferral and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pei/Genesis, Inc. Tax Deferral and Savings Plan side-by-side with 3 peers →

Pei/Genesis, Inc. Tax Deferral and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Market of Choice 401(k) Plan in OR ($39M); by covered participants it is Westcor Companies 401(k) Plan in NV (442 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (442 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 Pei/Genesis, Inc. Tax Deferral and Savings Plan assets move in 2023? ▼
Pei/Genesis, Inc. Tax Deferral and Savings Plan grew sharply - up 21.2% during 2023, from $32M to $39M. Reported net income was $7M.
How have Pei/Genesis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pei/Genesis, Inc.'s sponsor-wide assets grew 12.0%, from $32M to $36M.
Where does Pei/Genesis, Inc. Tax Deferral and Savings Plan rank by assets among Form 5500 filers? ▼
Pei/Genesis, Inc. Tax Deferral and Savings Plan ranks in the 83rd 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 Pei/Genesis, Inc. Tax Deferral and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Market of Choice 401(k) Plan in OR ($39M, 849 participants).
Which 401(k) plans cover a similar participant headcount to Pei/Genesis, Inc. Tax Deferral and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westcor Companies 401(k) Plan in NV (442 participants, $687K 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 231327335.

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.