401(k) · DOL Form 5500 · 2024

Pankl Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
240
Participants Below avg headcount
68th
Percentile by assets National rank
$75,031
Avg per participant Below avg balance/head
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Official DOL plan name: Pankl Holdings Inc & Affiliated Employer 401(k) Plan · Sponsored by Pankl Holdings, Inc. · California · Manufacturing

$18M in assets, 240 participants

Pankl Holdings, Inc.'s Pankl Holdings Inc & Affiliated Employer 401(k) Plan reported $18M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,157 in Manufacturing (17,777 peers)

Coverage in California

Pankl Holdings Inc & Affiliated Employer 401(k) Plan covers 240 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $18M.

#10,157
in Manufacturing (17,777 peers)
+10.9%
assets growth YoY

Pankl Holdings Inc & Affiliated Employer 401(k) Plan's outsized position by total assets

Pankl Holdings Inc & Affiliated Employer 401(k) Plan vs every filed plan by assets

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

$18,007,537 Top 32% higher than 68% 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

Pankl Holdings Inc & Affiliated Employer 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. Pankl Holdings Inc & Affiliated Employer 401(k) Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pankl Holdings Inc & Affiliated Employer 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pankl Holdings Inc & Affiliated Employer 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Pankl Holdings Inc & Affiliated Employer 401(k) Plan reported participants fell from 250 in the plan year 2023 filing to 240 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330804711 · Pankl Holdings, Inc. PY 2024 · 401(k)

Pankl Holdings Inc & Affiliated Employer 401(k) Plan · $18M · 240 · 68th

  • BOOK $18M
  • BOOK 240
  • BOOK 68th
  • BOOK 401(k)
  • BOOK near Nextgen 401(k) Plan
  • BOOK ind #10157

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 Manufacturing retirement plans → · Plans in California →

Pankl Holdings Inc & Affiliated Employer 401(k) Plan in the asset neighbourhood

Pankl Holdings Inc & Affiliated Employer 401(k) PlanPankl Holdings Inc & Affilia…$18MNextgen 401(k) Plan$18MMark Miller Subaru, Inc. 401(k) PlanMark Miller Subaru, Inc. 401…$18MMobile Management, LLC 401(k) Plan & TrustMobile Management, LLC 401(k…$18MPort Erie Plastics, Inc. Retirement PlanPort Erie Plastics, Inc. Ret…$18M
End-of-year total assets ($M) among Pankl Holdings Inc & Affiliated Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN330804711
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pankl Holdings, Inc.)

Sponsor-wide plan assets over time

All Pankl Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 30.419945204542888% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 227 $14M
2023 1 250 $16M
2024 1 240 $18M

Nearby 401(k) Plans in California

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

Pankl Holdings Inc & Affiliated Employer 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pankl Holdings Inc & Affiliated Employer 401(k) Plan, Total assets ($B): 0.018007537 · Participants: 240Pankl Holdings Inc & Affiliated Employer 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Pankl Holdings Inc & Affiliated Employer 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pankl Holdings Inc & Affiliated Employer 401(k) Plan side-by-side with 3 peers →

Pankl Holdings Inc & Affiliated Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nextgen 401(k) Plan in WV ($18M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Pankl Holdings Inc & Affiliated Employer 401(k) Plan assets move in 2024? ▼
Pankl Holdings Inc & Affiliated Employer 401(k) Plan grew at a solid clip - up 10.9% during 2024, from $16M to $18M. Reported net income was $2M.
How have Pankl Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pankl Holdings, Inc.'s sponsor-wide assets grew 30.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Pankl Holdings Inc & Affiliated Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nextgen 401(k) Plan in WV ($18M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Pankl Holdings Inc & Affiliated Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shangri-La 401(k) Plan in OR (240 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 330804711.

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.