401(k) · DOL Form 5500 · 2024

Conrad Company Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
159
Participants Small participant base
57th
Percentile by assets National rank
$66,482
Avg per participant Below avg balance/head
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Official DOL plan name: The Conrad Company 401(k) Plan · Sponsored by Conrad Company Holdings, LLC · Pennsylvania · Wholesale Trade

$11M in assets, 159 participants

Conrad Company Holdings, LLC's The Conrad Company 401(k) Plan reported $11M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #2,950 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

The Conrad Company 401(k) Plan covers 159 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#2,950
in Wholesale Trade (6,080 peers)
+18.1%
assets growth YoY

The Conrad Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

The Conrad Company 401(k) Plan vs every filed plan by assets

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

$10,570,607 Top 43% higher than 57% 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

The Conrad Company 401(k) Plan 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. The Conrad Company 401(k) Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Conrad Company 401(k) Plan reported net income rose from $175K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Conrad Company 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Conrad Company 401(k) Plan reported participants rose from 155 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 873711410 · Conrad Company Holdings, LLC PY 2024 · 401(k)

The Conrad Company 401(k) Plan · $11M · 159 · 57th

  • PCT $11M
  • EIN 159
  • RANK 57th
  • PHOTO 401(k)
  • IND near First State Bank and Trust of Tonganoxie 401(k) Profit Sharing Plan and Trust
  • EOY ind #2950

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

The Conrad Company 401(k) Plan in the asset neighbourhood

The Conrad Company 401(k) PlanThe Conrad Company 401(k) Pl…$11MFirst State Bank and Trust of Tonganoxie 401(k) Profit Sharing Plan and TrustFirst State Bank and Trust o…$11MSpec 401(k) Plan$11MSwanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing PlanSwanson-Fahrney Ford Sales, …$11MTarrytown Expocare 401(k) PlanTarrytown Expocare 401(k) Pl…$11M
End-of-year total assets ($M) among The Conrad Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN873711410
Plan Effective Date1976-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conrad Company Holdings, LLC)

Sponsor-wide plan assets over time

All Conrad Company Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 18.14798632959875% vs 2023
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 20232024 $8.95M $10.6M ▲ +18.1%
Year Plans Participants Total Assets
2023 1 155 $9M
2024 1 159 $11M

Nearby 401(k) Plans in Pennsylvania

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

The Conrad Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Conrad Company 401(k) Plan, Total assets ($B): 0.010570607 · Participants: 159The Conrad Company 401(k) PlanComcast 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
The Conrad Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Conrad Company 401(k) Plan side-by-side with 3 peers →

The Conrad Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is First State Bank and Trust of Tonganoxie 401(k) Profit Sharing Plan and Trust in KS ($11M); by covered participants it is Pembina U.S. Corporation Wealth Accumulation Plan in TX (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 The Conrad Company 401(k) Plan assets move in 2024? ▼
The Conrad Company 401(k) Plan grew sharply - up 18.1% during 2024, from $9M to $11M. Reported net income was $2M.
How have Conrad Company Holdings, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Conrad Company Holdings, LLC's sponsor-wide assets grew 18.1%, from $9M to $11M.
Which 401(k) plans are similar in size to The Conrad Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First State Bank and Trust of Tonganoxie 401(k) Profit Sharing Plan and Trust in KS ($11M, 105 participants).
Which 401(k) plans cover a similar participant headcount to The Conrad Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pembina U.S. Corporation Wealth Accumulation Plan in TX (159 participants, $45M 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 873711410.

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.