401(k) · DOL Form 5500 · 2024

Pennsylvania Employees Benefit Trust Fund 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
62
Participants Small participant base
63rd
Percentile by assets National rank
$231,083
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan of the Nonunion Employees of the Pebtf · Sponsored by Pennsylvania Employees Benefit Trust Fund · Pennsylvania · Finance & Insurance

$14M in assets, 62 participants

Pennsylvania Employees Benefit Trust Fund's Retirement Plan of the Nonunion Employees of the Pebtf reported $14M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,063 in Finance & Insurance (8,549 peers)

Pennsylvania Employees Benefit Trust Fund multi-year trail

Pennsylvania Employees Benefit Trust Fund's plans moved +31.6% in assets from 2022 to 2024; this filing shows Retirement Plan of the Nonunion Employees of the Pebtf at $14M / 62 participants.

#4,063
in Finance & Insurance (8,549 peers)
+10.9%
assets growth YoY

Retirement Plan of the Nonunion Employees of the Pebtf's mid-pack asset rank among Finance & Insurance and all filers

Retirement Plan of the Nonunion Employees of the Pebtf vs every filed plan by assets

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

$14,327,148 Top 37% higher than 63% 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

Retirement Plan of the Nonunion Employees of the Pebtf among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of the Nonunion Employees of the Pebtf is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan of the Nonunion Employees of the Pebtf reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Retirement Plan of the Nonunion Employees of the Pebtf end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Retirement Plan of the Nonunion Employees of the Pebtf reported participants rose from 57 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521588740 · Pennsylvania Employees Benefit Trust Fund PY 2024 · 401(k)

Retirement Plan of the Nonunion Employees of the Pebtf · $14M · 62 · 63rd

  • VS-ST $14M
  • VS-ST 62
  • VS-ST 63rd
  • VS-ST 401(k)
  • VS-ST near Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan
  • VS-ST ind #4063

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 Pennsylvania →

Retirement Plan of the Nonunion Employees of the Pebtf in the asset neighbourhood

Retirement Plan of the Nonunion Employees of the PebtfRetirement Plan of the Nonun…$14MJulia Dyckman Andrus Memorial, Inc. 401(k) Retirement PlanJulia Dyckman Andrus Memoria…$14MEteam Inc. 401(k) Plan$14MAlanric Food Distributors, Inc. Retirement PlanAlanric Food Distributors, I…$14MWright and Greenhill, P.C. 401(k) Profit Sharing PlanWright and Greenhill, P.C. 4…$14M
End-of-year total assets ($M) among Retirement Plan of the Nonunion Employees of the Pebtf and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania Employees Benefit Trust Fund multi-year asset trail

Sponsor-wide plan assets over time

All Pennsylvania Employees Benefit Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$14M 31.60735685516873% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.3M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 60 $11M
2023 1 57 $13M
2024 1 62 $14M

Pennsylvania Employees Benefit Trust Fund filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN521588740
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Retirement Plan of the Nonunion Employees of the Pebtf vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Retirement Plan of the Nonunion Employees of the Pebtf, Total assets ($B): 0.014327148 · Participants: 62Retirement Plan of the Nonunion Employees of the PebtfComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Retirement Plan of the Nonunion Employees of the Pebtf vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of the Nonunion Employees of the Pebtf side-by-side with 3 peers →

Retirement Plan of the Nonunion Employees of the Pebtf's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan in NY ($14M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Retirement Plan of the Nonunion Employees of the Pebtf assets move in 2024? ▼
Retirement Plan of the Nonunion Employees of the Pebtf grew at a solid clip - up 10.9% during 2024, from $13M to $14M. Reported net income was $1M.
How have Pennsylvania Employees Benefit Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania Employees Benefit Trust Fund's sponsor-wide assets grew 31.6%, from $11M to $14M.
Which 401(k) plans are similar in size to Retirement Plan of the Nonunion Employees of the Pebtf? ▼
Among 401(k) plans in other states, the closest by assets is Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan in NY ($14M, 382 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Plan of the Nonunion Employees of the Pebtf? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 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 521588740.

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.