401(k) · DOL Form 5500 · 2024

Penta Research, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
116
Participants Small participant base
83rd
Percentile by assets National rank
$384,899
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Penta Research, Inc. 401(k) Plan · Sponsored by Penta Research, Inc. · Alabama · Professional & Technical Services

$45M in assets, 116 participants

Penta Research, Inc.'s Penta Research, Inc. 401(k) Plan reported $45M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,837 in Professional & Technical Services (20,173 peers)

Coverage in Alabama

Penta Research, Inc. 401(k) Plan covers 116 participants in Alabama, about 32% of the average Alabama filer (state average ~360 per filing). Assets: $45M.

#16,837
in Professional & Technical Services (20,173 peers)
+8.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Penta Research, Inc. 401(k) Plan's outsized position by total assets

Penta Research, Inc. 401(k) Plan vs every filed plan by assets

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

$44,648,294 Top 17% higher than 83% 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

Penta Research, Inc. 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. Penta Research, Inc. 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penta Research, Inc. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Penta Research, Inc. 401(k) Plan reported participants fell from 130 in the plan year 2023 filing to 116 in the plan year 2024 filing.
  • Penta Research, Inc. 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 631284082 · Penta Research, Inc. PY 2024 · 401(k)

Penta Research, Inc. 401(k) Plan · $45M · 116 · 83rd

  • IND $45M
  • IND 116
  • IND 83rd
  • IND 401(k)
  • IND near Island Operating Company, Inc. Profit Sharing 401(k) Plan
  • IND ind #16837

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Penta Research, Inc. 401(k) Plan in the asset neighbourhood

Penta Research, Inc. 401(k) PlanPenta Research, Inc. 401(k) …$45MIsland Operating Company, Inc. Profit Sharing 401(k) PlanIsland Operating Company, In…$45MAlliance Entertainment 401(k) PlanAlliance Entertainment 401(k…$45MPernix Group 401(k) Retirement PlanPernix Group 401(k) Retireme…$45MOrthopedic and Sports Medicine Center of Northern Indiana, Inc. 401(k) PlanOrthopedic and Sports Medici…$45M
End-of-year total assets ($M) among Penta Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$45M
Net Income$4M
Employer EIN631284082
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penta Research, Inc.)

Sponsor-wide plan assets over time

All Penta Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 20.92975360216644% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $56.9M $68.8M ▲ +20.9%
Year Plans Participants Total Assets
2022 2 280 $57M
2023 2 261 $64M
2024 2 232 $69M

Nearby 401(k) Plans in Alabama

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

Penta Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Penta Research, Inc. 401(k) Plan, Total assets ($B): 0.044648294 · Participants: 116Penta Research, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Penta Research, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Penta Research, Inc. 401(k) Plan side-by-side with 3 peers →

Penta Research, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Island Operating Company, Inc. Profit Sharing 401(k) Plan in LA ($45M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Penta Research, Inc. 401(k) Plan assets move in 2024? ▼
Penta Research, Inc. 401(k) Plan grew at a solid clip - up 8.6% during 2024, from $41M to $45M. Reported net income was $4M.
How have Penta Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penta Research, Inc.'s sponsor-wide assets grew 20.9%, from $57M to $69M.
Where does Penta Research, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Penta Research, Inc. 401(k) Plan ranks in the 83rd 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 Penta Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Island Operating Company, Inc. Profit Sharing 401(k) Plan in LA ($45M, 803 participants).
Which 401(k) plans cover a similar participant headcount to Penta Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 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 631284082.

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.