401(k) · DOL Form 5500 · 2024
Charles Penzone, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 300
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $48,611
- Avg per participant Low balance/head
Official DOL plan name: Charles Penzone, Inc. 401(k) Plan and Trust · Sponsored by Charles Penzone, Inc. · Ohio · Other Services
$15M in assets, 300 participants
Charles Penzone, Inc.'s Charles Penzone, Inc. 401(k) Plan and Trust reported $15M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #6,156 in Other Services (7,719 peers)
Coverage in Ohio
Charles Penzone, Inc. 401(k) Plan and Trust covers 300 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $15M.
- #6,156
- in Other Services (7,719 peers)
- +11.9%
- assets growth YoY
Charles Penzone, Inc. 401(k) Plan and Trust's mid-pack asset rank among Other Services and all filers
Charles Penzone, Inc. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,583,361 Top 36% higher than 64% 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
Charles Penzone, Inc. 401(k) 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. Charles Penzone, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (300 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles Penzone, Inc. 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Charles Penzone, Inc. 401(k) Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Charles Penzone, Inc. 401(k) Plan and Trust reported participants rose from 282 in the plan year 2023 filing to 300 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 310749362 · Charles Penzone, Inc. PY 2024 · 401(k)
Charles Penzone, Inc. 401(k) Plan and Trust · $15M · 300 · 64th
- SCH $15M
- EBSA 300
- PART 64th
- TYPE 401(k)
- NET near Charlie Health 401(k) Plan
- BOOK ind #6156
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 Other Services retirement plans → · Plans in Ohio →
Charles Penzone, Inc. 401(k) Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 310749362 |
| Plan Effective Date | 1990-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles Penzone, Inc.)
Sponsor-wide plan assets over time
All Charles Penzone, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 34.56035846442409% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 279 | $11M |
| 2023 | 1 | 282 | $13M |
| 2024 | 1 | 300 | $15M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Charles Penzone, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Charlie Health 401(k) Plan in MT ($15M); by covered participants it is Vital Plastics, Inc. 401(k) Plan in WI (300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Charlie Health 401(k) Plan (MT) $15M · 748
- Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan (AZ) $15M · 1,077
- Crexendo, Inc. 401(k) Retirement Savings Plan (AZ) $15M · 169
- Suburban Consulting 401(k) Ps Plan (NJ) $15M · 150
Similar participant headcount
Nearest other-state filings by covered participants (300 participants); asset peers above are excluded.
- Vital Plastics, Inc. 401(k) Plan (WI) 300 · 0 off
- Minnesota Elevator, Inc. 401(k) Profit Sharing Plan (MN) 300 · 0 off
- Macrosource, LLC 401(k) Plan for Non-Union Employees (GA) 300 · 0 off
- Norwell Vna and Hospice 401(k) Plan & Trust (MA) 300 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.