401(k) · DOL Form 5500 · 2024

Penzeys, Ltd 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 425
Participants Below avg headcount: 68th
Percentile by assets National rank: $41,407
Avg per participant Low balance/head

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Official DOL plan name: Penzeys, Ltd 401(k) Plan and Trust · Sponsored by Penzeys, Ltd · Wisconsin · Manufacturing

$18M in assets, 425 participants

Penzeys, Ltd's Penzeys, Ltd 401(k) Plan and Trust reported $18M in total assets and 425 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

#10,050 in Manufacturing (17,777 peers)

Penzeys, Ltd multi-year trail

Penzeys, Ltd's plans moved +27.6% in assets from 2022 to 2024; this filing shows Penzeys, Ltd 401(k) Plan and Trust at $18M / 425 participants.

#10,050
in Manufacturing (17,777 peers): +12.5%
assets growth YoY

Penzeys, Ltd 401(k) Plan and Trust's outsized position by total assets

Penzeys, Ltd 401(k) Plan and Trust vs every filed plan by assets

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

$17,598,068 Top 32% higher than 68% of 123,620 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Penzeys, Ltd 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penzeys, Ltd 401(k) Plan and Trust sits mid-pack in the medium band (425 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Penzeys, Ltd 401(k) Plan and Trust end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Penzeys, Ltd 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391623813 · Penzeys, Ltd PY 2024 · 401(k)

Penzeys, Ltd 401(k) Plan and Trust · $18M · 425 · 68th

PCT $18M
EIN 425
RANK 68th
PHOTO 401(k)
IND near E. Gluck Corporation 401(k) Plan
EOY ind #10050

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 Wisconsin →

End-of-year total assets ($M) among Penzeys, Ltd 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Penzeys, Ltd multi-year asset trail

Latest sponsor-wide plan assets: $18M 27.63422629320177% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	443	$14M
2023	1	427	$16M
2024	1	425	$18M

Penzeys, Ltd filing trail (2024)

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$18M
Net Income	$2M
Employer EIN	391623813
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Penzeys, Ltd 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Penzeys, Ltd 401(k) Plan and Trust side-by-side with 3 peers →

Penzeys, Ltd 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is E. Gluck Corporation 401(k) Plan in NY ($18M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

E. Gluck Corporation 401(k) Plan (NY) $18M · 202
Willmar Electric 401(k) Plan (MN) $18M · 163
Clearcaptions, LLC 401(k) Plan (TN) $18M · 393
Med-El Corporation 401(k) Profit Sharing Plan and Trust (NC) $18M · 189

Similar participant headcount

Nearest other-state filings by covered participants (425 participants); asset peers above are excluded.

Mikuni Restaurant Group, Inc. 401(k) Plan (CA) 425 · 0 off
Children's Specialty Group, PLLC 401(k) Profit Sharing Plan (VA) 425 · 0 off
Whatcom Educational Credit Union Retirement Plan (WA) 425 · 0 off
Donley's 401(k) Retirement Plan (OH) 425 · 0 off

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 Penzeys, Ltd 401(k) Plan and Trust assets move in 2024? ▼

Penzeys, Ltd 401(k) Plan and Trust grew at a solid clip - up 12.5% during 2024, from $16M to $18M. Reported net income was $2M.

How have Penzeys, Ltd plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Penzeys, Ltd's sponsor-wide assets grew 27.6%, from $14M to $18M.

Which 401(k) plans are similar in size to Penzeys, Ltd 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is E. Gluck Corporation 401(k) Plan in NY ($18M, 202 participants).

Which 401(k) plans cover a similar participant headcount to Penzeys, Ltd 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 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 391623813.