401(k) · DOL Form 5500 · 2024

Pennenergy Resources, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
124
Participants Small participant base
76th
Percentile by assets National rank
$220,270
Avg per participant Above avg balance/head
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Official DOL plan name: Pennenergy Resources, LLC 401(k) Plan · Sponsored by Pennenergy Resources, LLC · Pennsylvania · Utilities

$27M in assets, 124 participants

Pennenergy Resources, LLC's Pennenergy Resources, LLC 401(k) Plan reported $27M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #295 in Utilities (732 peers)

Coverage in Pennsylvania

Pennenergy Resources, LLC 401(k) Plan covers 124 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#295
in Utilities (732 peers)
+16.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pennenergy Resources, LLC 401(k) Plan's outsized position by total assets

Pennenergy Resources, LLC 401(k) Plan vs every filed plan by assets

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

$27,313,494 Top 24% higher than 76% 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

Pennenergy Resources, LLC 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. Pennenergy Resources, LLC 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pennenergy Resources, LLC 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Pennenergy Resources, LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Pennenergy Resources, LLC 401(k) Plan reported participants rose from 119 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 452673440 · Pennenergy Resources, LLC PY 2024 · 401(k)

Pennenergy Resources, LLC 401(k) Plan · $27M · 124 · 76th

  • PART $27M
  • TYPE 124
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Wolverine World Wide Inc. 401(k) Retirement Savings Plan II
  • BOY ind #295

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 Pennsylvania →

Pennenergy Resources, LLC 401(k) Plan in the asset neighbourhood

The House of Larose Employees 401(k) PlanThe House of Larose Employee…$27MPennenergy Resources, LLC 401(k) PlanPennenergy Resources, LLC 40…$27MWolverine World Wide Inc. 401(k) Retirement Savings Plan IIWolverine World Wide Inc. 40…$27MThe Vanguard Company 401(k) Savings PlanThe Vanguard Company 401(k) …$27MHolt Construction Corp, Retirement Savings PlanHolt Construction Corp, Reti…$27M
End-of-year total assets ($M) among Pennenergy Resources, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN452673440
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennenergy Resources, LLC)

Sponsor-wide plan assets over time

All Pennenergy Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 55.39555255765654% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.6M $27.3M ▲ +55.3%
Year Plans Participants Total Assets
2022 1 113 $18M
2023 1 119 $24M
2024 1 124 $27M

Nearby 401(k) Plans in Pennsylvania

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

Pennenergy Resources, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Pennenergy Resources, LLC 401(k) Plan, Total assets ($B): 0.027313494 · Participants: 124Pennenergy Resources, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Pennenergy Resources, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennenergy Resources, LLC 401(k) Plan side-by-side with 3 peers →

Pennenergy Resources, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Wolverine World Wide Inc. 401(k) Retirement Savings Plan II in MI ($27M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Pennenergy Resources, LLC 401(k) Plan assets move in 2024? ▼
Pennenergy Resources, LLC 401(k) Plan grew sharply - up 16.1% during 2024, from $24M to $27M. Reported net income was $4M.
How have Pennenergy Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennenergy Resources, LLC's sponsor-wide assets grew 55.4%, from $18M to $27M.
Where does Pennenergy Resources, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Pennenergy Resources, LLC 401(k) Plan ranks in the 76th 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 Pennenergy Resources, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wolverine World Wide Inc. 401(k) Retirement Savings Plan II in MI ($27M, 567 participants).
Which 401(k) plans cover a similar participant headcount to Pennenergy Resources, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 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 452673440.

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.