401(k) · DOL Form 5500 · 2024

Pennyrile Rural Electric Corporation 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
111
Participants Small participant base
75th
Percentile by assets National rank
$237,368
Avg per participant Above avg balance/head
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Official DOL plan name: Penrelco Employees Savings Incentive Plan and Trust · Sponsored by Pennyrile Rural Electric Corporation · Kentucky · Utilities

$26M in assets, 111 participants

Pennyrile Rural Electric Corporation's Penrelco Employees Savings Incentive Plan and Trust reported $26M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #291 in Utilities (732 peers)

Coverage in Kentucky

Penrelco Employees Savings Incentive Plan and Trust covers 111 participants in Kentucky, about 17% of the average Kentucky filer (state average ~647 per filing). Assets: $26M.

#291
in Utilities (732 peers)
+12.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Penrelco Employees Savings Incentive Plan and Trust's outsized position by total assets

Penrelco Employees Savings Incentive Plan and Trust vs every filed plan by assets

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

$26,347,842 Top 25% higher than 75% 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

Penrelco Employees Savings Incentive Plan and Trust 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. Penrelco Employees Savings Incentive Plan and Trust sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penrelco Employees Savings Incentive Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Penrelco Employees Savings Incentive Plan and Trust end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Penrelco Employees Savings Incentive Plan and Trust reported participants rose from 105 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 610305525 · Pennyrile Rural Electric Corporation PY 2024 · 401(k)

Penrelco Employees Savings Incentive Plan and Trust · $26M · 111 · 75th

  • BOY $26M
  • BOY 111
  • BOY 75th
  • BOY 401(k)
  • BOY near A. Epstein and Sons International, Inc Salary Savings Plan
  • BOY ind #291

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 Utilities retirement plans → · Plans in Kentucky →

Penrelco Employees Savings Incentive Plan and Trust in the asset neighbourhood

Penrelco Employees Savings Incentive Plan and TrustPenrelco Employees Savings I…$26MA. Epstein and Sons International, Inc Salary Savings PlanA. Epstein and Sons Internat…$26MPositive Behavior Supports Corporation 401(k) Profit Sharing Plan and TrustPositive Behavior Supports C…$26MLaughlin / Constable, Inc. 401(k) Savings PlanLaughlin / Constable, Inc. 4…$26MCharleston Oncology, PA 401(k) PspCharleston Oncology, PA 401(…$26M
End-of-year total assets ($M) among Penrelco Employees Savings Incentive Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN610305525
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennyrile Rural Electric Corporation)

Sponsor-wide plan assets over time

All Pennyrile Rural Electric Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 23.782641301941112% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.3M $26.4M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 107 $21M
2023 1 105 $23M
2024 1 111 $26M

Nearby 401(k) Plans in Kentucky

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

Penrelco Employees Savings Incentive Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Penrelco Employees Savings Incentive Plan and Trust, Total assets ($B): 0.026347842 · Participants: 111Penrelco Employees Savings Incentive Plan and TrustCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Penrelco Employees Savings Incentive Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Penrelco Employees Savings Incentive Plan and Trust side-by-side with 3 peers →

Penrelco Employees Savings Incentive Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is A. Epstein and Sons International, Inc Salary Savings Plan in IL ($26M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Penrelco Employees Savings Incentive Plan and Trust assets move in 2024? ▼
Penrelco Employees Savings Incentive Plan and Trust grew at a solid clip - up 12.7% during 2024, from $23M to $26M. Reported net income was $3M.
How have Pennyrile Rural Electric Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennyrile Rural Electric Corporation's sponsor-wide assets grew 23.8%, from $21M to $26M.
Where does Penrelco Employees Savings Incentive Plan and Trust rank by assets among Form 5500 filers? ▼
Penrelco Employees Savings Incentive Plan and Trust ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Penrelco Employees Savings Incentive Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is A. Epstein and Sons International, Inc Salary Savings Plan in IL ($26M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Penrelco Employees Savings Incentive Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 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 610305525.

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.