Profit Sharing · DOL Form 5500 · 2024

Penelope's Friends Inc. Profit Sharing Plan

Data updated 2026-08-25

$628K
Total assets Small plan by assets: 2
Participants Small participant base: 19th
Percentile by assets National rank: $313,780
Avg per participant High balance/head

Official DOL plan name: Penelope's Friends Inc. Retirement Plan · Sponsored by Penelope's Friends Inc. · Delaware · Retail Trade

$628K in assets, 2 participants

Penelope's Friends Inc.'s Penelope's Friends Inc. Retirement Plan reported $628K 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.

#2,483 in Retail Trade (8,048 peers)

What the 2024 filing shows

Penelope's Friends Inc. Retirement Plan holds $628K for 2 participants - about $313,780 per participant, among the smaller plans by assets on file.

#2,483
in Retail Trade (8,048 peers): $628K
reported net income

Penelope's Friends Inc. Retirement Plan among the smaller filed plans by assets

Penelope's Friends Inc. Retirement Plan vs every filed plan by assets

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

$627,559 19th percentile higher than 19% 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

Penelope's Friends Inc. Retirement 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. Penelope's Friends Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

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%)

EBSA filing schedule strip

Filing strip 991112719 · Penelope's Friends Inc. PY 2024 · Profit Sharing

Penelope's Friends Inc. Retirement Plan · $628K · 2 · 19th

EBSA $628K
PART 2
TYPE 19th
NET Profit Sharing
BOOK near Collis Enterprises Inc. Retirement Plan
VS-ST ind #2483

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 Retail Trade retirement plans → · Plans in Delaware →

End-of-year total assets ($M) among Penelope's Friends Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$628K
Net Income	$628K
Employer EIN	991112719
Plan Effective Date	2024-04-03
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Delaware

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Penelope's Friends Inc. Retirement Plan vs. nearby Profit Sharing plans in Delaware, assets vs. participants

Christiana Care Health Services, Inc. Defined Contribution Plan $299M · 10,196
Plumbers & Pipefitters Lu No. 74 Annuity Fund $99M · 954
Wilmington Friends School 403(b) Retirement Plan $55M · 139
Fiduciary Services Group 401(k) Plan $30M · 372
Delaware Hospice, Inc. 403(b) Retirement Plan $14M · 282

Compare Penelope's Friends Inc. Retirement Plan side-by-side with 3 peers →

Penelope's Friends Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Delaware, the nearest Profit Sharing by assets is Collis Enterprises Inc. Retirement Plan in OR ($627K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($628K here).

Collis Enterprises Inc. Retirement Plan (OR) $627K · 5
Falcon Wealth Management Inc. Retirement Plan (OK) $628K · 1
Mitchell J. Lipcon Profit Sharing Keogh Plan (FL) $628K · 1
Elite Venture Corp. Retirement Plan (MI) $628K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Plan and Trust (VA) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 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

Where does Penelope's Friends Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Penelope's Friends Inc. Retirement 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 Profit Sharing plans are similar in size to Penelope's Friends Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Collis Enterprises Inc. Retirement Plan in OR ($627K, 5 participants).

Which Profit Sharing plans cover a similar participant headcount to Penelope's Friends Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 991112719.