401(k) · DOL Form 5500 · 2024

Pilot Corporation of America 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
231
Participants Below avg headcount
62nd
Percentile by assets National rank
$56,567
Avg per participant Low balance/head
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Official DOL plan name: Pilot Pen 401(k) Plan · Sponsored by Pilot Corporation of America · Florida · Wholesale Trade

$13M in assets, 231 participants

Pilot Corporation of America's Pilot Pen 401(k) Plan reported $13M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,275 in Wholesale Trade (6,080 peers)

Coverage in Florida

Pilot Pen 401(k) Plan covers 231 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#3,275
in Wholesale Trade (6,080 peers)
+24.5%
assets growth YoY

Pilot Pen 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Pilot Pen 401(k) Plan vs every filed plan by assets

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

$13,067,071 Top 38% higher than 62% 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

Pilot Pen 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. Pilot Pen 401(k) Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pilot Pen 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Pilot Pen 401(k) Plan reported participants rose from 207 in the plan year 2023 filing to 231 in the plan year 2024 filing.
  • Pilot Pen 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 112277015 · Pilot Corporation of America PY 2024 · 401(k)

Pilot Pen 401(k) Plan · $13M · 231 · 62nd

  • BOY $13M
  • BOY 231
  • BOY 62nd
  • BOY 401(k)
  • BOY near Jcm American Corporation 401(k) Plan
  • BOY ind #3275

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 Florida →

Pilot Pen 401(k) Plan in the asset neighbourhood

Pilot Pen 401(k) Plan$13MJcm American Corporation 401(k) PlanJcm American Corporation 401…$13MTlc Casino Enterprises, Inc. 401(k) PlanTlc Casino Enterprises, Inc.…$13MUncommongoods, LLC 401(k) Profit Sharing PlanUncommongoods, LLC 401(k) Pr…$13MUnisyn Precision Components Retirement PlanUnisyn Precision Components …$13M
End-of-year total assets ($M) among Pilot Pen 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN112277015
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pilot Corporation of America)

Sponsor-wide plan assets over time

All Pilot Corporation of America plans reported in each filing year

Latest sponsor-wide plan assets
$23M 36.92741925085734% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.6M $22.7M ▲ +36.9%
Year Plans Participants Total Assets
2022 2 240 $17M
2023 2 266 $22M
2024 2 287 $23M

Nearby 401(k) Plans in Florida

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

Pilot Pen 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Pilot Pen 401(k) Plan, Total assets ($B): 0.013067071 · Participants: 231Pilot Pen 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Pilot Pen 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Pilot Pen 401(k) Plan side-by-side with 3 peers →

Pilot Pen 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Jcm American Corporation 401(k) Plan in NV ($13M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Pilot Pen 401(k) Plan assets move in 2024? ▼
Pilot Pen 401(k) Plan grew sharply - up 24.5% during 2024, from $10M to $13M. Reported net income was $3M.
How have Pilot Corporation of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pilot Corporation of America's sponsor-wide assets grew 36.9%, from $17M to $23M.
Which 401(k) plans are similar in size to Pilot Pen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jcm American Corporation 401(k) Plan in NV ($13M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Pilot Pen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitek College Utah, LLC 401(k) Plan in CA (231 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 112277015.

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.