401(k) · DOL Form 5500 · 2024
The Pennrose Companies, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 469
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $40,497
- Avg per participant Low balance/head
Official DOL plan name: Pennrose Management Company 401(k) Profit Sharing Plan · Sponsored by The Pennrose Companies, LLC · Pennsylvania · Real Estate
$19M in assets, 469 participants
The Pennrose Companies, LLC's Pennrose Management Company 401(k) Profit Sharing Plan reported $19M in total assets and 469 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #3,858 in Real Estate (4,605 peers)
2024 asset change
Pennrose Management Company 401(k) Profit Sharing Plan grew sharply 18.6% in 2024 ($16M → $19M) for 469 participants.
- #3,858
- in Real Estate (4,605 peers)
- +18.6%
- assets growth YoY
Pennrose Management Company 401(k) Profit Sharing Plan's outsized position by total assets
Pennrose Management Company 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,993,294 Top 31% higher than 69% 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
Pennrose Management Company 401(k) Profit Sharing 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. Pennrose Management Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (469 participants).
Plan-year Form 5500 strip
Filing strip 880521680 · The Pennrose Companies, LLC PY 2024 · 401(k)
Pennrose Management Company 401(k) Profit Sharing Plan · $19M · 469 · 69th
- TYPE $19M
- TYPE 469
- TYPE 69th
- TYPE 401(k)
- TYPE near Stc Management Group, LLC 401(k) Retirement Savings Plan
- TYPE ind #3858
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 Real Estate retirement plans → · Plans in Pennsylvania →
Pennrose Management Company 401(k) Profit Sharing Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 880521680 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Pennrose Management Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Stc Management Group, LLC 401(k) Retirement Savings Plan in KY ($19M); by covered participants it is Mhala 403(b) Plan in CA (469 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (469 participants); asset peers above are excluded.
- Mhala 403(b) Plan (CA) 469 · 0 off
- Marathon Electrical Contractors, LLC 401(k) Plan (AL) 469 · 0 off
- J W Aluminum Company 401(k) Plan (SC) 469 · 0 off
- Rallye Motor Company 401(k) Plan (NY) 469 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.