Profit Sharing · DOL Form 5500 · 2024

Penn Footwear Co. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
37th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Penn Footwear Co. Retirement Trust · Sponsored by Penn Footwear Co. · Pennsylvania · Manufacturing

$4M in assets, 3 participants

Penn Footwear Co.'s Penn Footwear Co. Retirement Trust reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,608 in Manufacturing (17,777 peers)

Penn Footwear Co. multi-year trail

Penn Footwear Co.'s plans moved -11.2% in assets from 2022 to 2024; this filing shows Penn Footwear Co. Retirement Trust at $4M / 3 participants.

#3,608
in Manufacturing (17,777 peers)
-8.2%
assets change YoY

The plan reported a net loss of $329K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penn Footwear Co. Retirement Trust's mid-pack asset rank among Manufacturing and all filers

Penn Footwear Co. Retirement Trust vs every filed plan by assets

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

$3,698,775 37th percentile higher than 37% 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

Penn Footwear Co. Retirement Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penn Footwear Co. Retirement Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penn Footwear Co. Retirement Trust reported net income fell from -$139K in the plan year 2023 filing to -$329K in the plan year 2024 filing.
  • Penn Footwear Co. Retirement Trust reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Penn Footwear Co. Retirement Trust end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 240810184 · Penn Footwear Co. PY 2024 · Profit Sharing

Penn Footwear Co. Retirement Trust · $4M · 3 · 37th

  • VS-ST $4M
  • VS-ST 3
  • VS-ST 37th
  • VS-ST Profit Sharing
  • VS-ST near Raul Marquez Santiago Retirement Plan
  • VS-ST ind #3608

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 Pennsylvania →

Penn Footwear Co. Retirement Trust in the asset neighbourhood

Penn Footwear Co. Retirement TrustPenn Footwear Co. Retirement…$4MRaul Marquez Santiago Retirement PlanRaul Marquez Santiago Retire…$4MTomio T Odama Md Inc Profit Sharing PlanTomio T Odama Md Inc Profit …$4MPalumbo & Associates Profit Sharing PlanPalumbo & Associates Profit …$4MTemistocles Ramirez De Arellano Retirement PlanTemistocles Ramirez De Arell…$4M
End-of-year total assets ($M) among Penn Footwear Co. Retirement Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Penn Footwear Co. multi-year asset trail

Sponsor-wide plan assets over time

All Penn Footwear Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.229108831476967% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $4.17M $3.7M ▼ -11.3%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $4M
2024 1 3 $4M

Penn Footwear Co. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$329K
Employer EIN240810184
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Penn Footwear Co. Retirement Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Penn Footwear Co. Retirement Trust, Total assets ($B): 0.003698775 · Participants: 3Penn Footwear Co. Retirement TrustEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Penn Footwear Co. Retirement Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Penn Footwear Co. Retirement Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Raul Marquez Santiago Retirement Plan in PR ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Penn Footwear Co. Retirement Trust assets move in 2024?
Penn Footwear Co. Retirement Trust pulled back noticeably - down 8.2% during 2024, from $4M to $4M. Reported net income was -$329K.
How have Penn Footwear Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Penn Footwear Co.'s sponsor-wide assets declined 11.2%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Penn Footwear Co. Retirement Trust?
Among Profit Sharing plans in other states, the closest by assets is Raul Marquez Santiago Retirement Plan in PR ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Penn Footwear Co. Retirement Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).