Defined Benefit (Pension) · DOL Form 5500 · 2024

Pen Capital LLC Pension Plan

Data updated 2026-08-25

$592K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$295,873
Avg per participant High balance/head
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Official DOL plan name: Pen Capital Pension Plan · Sponsored by Pen Capital LLC · New Hampshire · Finance & Insurance

$592K in assets, 2 participants

Pen Capital LLC's Pen Capital Pension Plan reported $592K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

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

2024 asset change

Pen Capital Pension Plan surged 55.2% in 2024 ($381K → $592K) for 2 participants.

#884
in Finance & Insurance (8,549 peers)
+55.2%
assets growth YoY

Pen Capital Pension Plan among the smaller filed plans by assets

Pen Capital Pension Plan vs every filed plan by assets

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

$591,745 19th percentile higher than 19% 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

Pen Capital Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pen Capital Pension Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 873583105 · Pen Capital LLC PY 2024 · Defined Benefit (Pension)

Pen Capital Pension Plan · $592K · 2 · 19th

  • IND $592K
  • EOY 2
  • 5500 19th
  • ASSETS Defined Benefit (Pension)
  • PCT near Hansen Psc, Inc. Defined Benefit Pension Plan
  • EIN ind #884

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 New Hampshire →

Pen Capital Pension Plan in the asset neighbourhood

Dino Clarizio, M. D. Cash Balance Pension PlanDino Clarizio, M. D. Cash Ba…$597KRonald J. Mix, Asp Defined Benefit Pension PlanRonald J. Mix, Asp Defined B…$598KPen Capital Pension Plan$592KHansen Psc, Inc. Defined Benefit Pension PlanHansen Psc, Inc. Defined Ben…$589KH. Vega Vega Defined Benefit PlanH. Vega Vega Defined Benefit…$594K
End-of-year total assets ($M) among Pen Capital Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$381K
Net Assets (End of Year)$592K
Net Income$210K
Employer EIN873583105
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Hampshire

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pen Capital Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Pen Capital Pension Plan, Total assets ($M): 0.591745 · Participants: 2Pen Capital Pension PlanPension Plan for Employees of Dartmouth-Hitchcock, Total assets ($M): 609.093653 · Participants: 1373Pension Plan for Employees of Dartmouth-HitchcockRetirement Plan for Employees of Concord Hospital, Total assets ($M): 413.104597 · Participants: 3416Retirement Plan for Employees of Concord HospitalElliot Health System Pension Plan, Total assets ($M): 266.934444 · Participants: 475Elliot Health System Pension PlanCatholic Medical Center Pension Plan, Total assets ($M): 242.985045 · Participants: 352Catholic Medical Center Pension PlanOsram Sylvania Pension Plan, Total assets ($M): 210.333889 · Participants: 238Osram Sylvania Pension Plan
Pen Capital Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants
Compare Pen Capital Pension Plan side-by-side with 3 peers →

Pen Capital Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Hansen Psc, Inc. Defined Benefit Pension Plan in CA ($589K); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Pen Capital Pension Plan assets move in 2024? ▼
Pen Capital Pension Plan surged - up 55.2% during 2024, from $381K to $592K. Reported net income was $210K.
Where does Pen Capital Pension Plan rank by assets among Form 5500 filers? ▼
Pen Capital Pension Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Pen Capital Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hansen Psc, Inc. Defined Benefit Pension Plan in CA ($589K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pen Capital Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A 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 873583105.

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.