401(k) · DOL Form 5500 · 2024

Pentegra Services, Inc 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
275
Participants Below avg headcount
80th
Percentile by assets National rank
$129,401
Avg per participant Near avg balance/head
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Official DOL plan name: The Gratitude Pep · Sponsored by Pentegra Services, Inc · New York · Finance & Insurance

$36M in assets, 275 participants

Pentegra Services, Inc's The Gratitude Pep reported $36M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,863 in Finance & Insurance (8,549 peers)

Coverage in New York

The Gratitude Pep covers 275 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $36M.

#5,863
in Finance & Insurance (8,549 peers)
+59.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Gratitude Pep's outsized position by total assets

The Gratitude Pep vs every filed plan by assets

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

$35,585,295 Top 20% higher than 80% 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

The Gratitude Pep 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. The Gratitude Pep sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Gratitude Pep reported participants rose from 58 in the plan year 2023 filing to 275 in the plan year 2024 filing.
  • The Gratitude Pep end-of-year assets rose from $22M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • The Gratitude Pep reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133745616 · Pentegra Services, Inc PY 2024 · 401(k)

The Gratitude Pep · $36M · 275 · 80th

  • TYPE $36M
  • TYPE 275
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Tenacre Foundation 401(k) Plan
  • TYPE ind #5863

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 Finance & Insurance retirement plans → · Plans in New York →

The Gratitude Pep in the asset neighbourhood

The Gratitude Pep$36MAjax Paving Industries of Florida, LLC 401(k) PlanAjax Paving Industries of Fl…$36MFbi Family of Companies 401(k) Retirement PlanFbi Family of Companies 401(…$36MTenacre Foundation 401(k) PlanTenacre Foundation 401(k) Pl…$36MVelocity Clinical Research 401(k) PlanVelocity Clinical Research 4…$36M
End-of-year total assets ($M) among The Gratitude Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$36M
Net Income$2M
Employer EIN133745616
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentegra Services, Inc)

Sponsor-wide plan assets over time

All Pentegra Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$378M 1935.1582619279213% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $18.6M $378M ▲ +1934.6%
Year Plans Participants Total Assets
2022 5 203 $19M
2023 8 1,283 $123M
2024 11 4,740 $378M

Nearby 401(k) Plans in New York

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

The Gratitude Pep vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Gratitude Pep, Total assets ($B): 0.035585295 · Participants: 275The Gratitude PepIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Gratitude Pep vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Gratitude Pep side-by-side with 3 peers →

The Gratitude Pep's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tenacre Foundation 401(k) Plan in NJ ($36M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (275 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 The Gratitude Pep assets move in 2024? ▼
The Gratitude Pep surged - up 59.9% during 2024, from $22M to $36M. Reported net income was $2M.
How have Pentegra Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentegra Services, Inc's sponsor-wide assets grew 1935.2%, from $19M to $378M.
Where does The Gratitude Pep rank by assets among Form 5500 filers? ▼
The Gratitude Pep ranks in the 80th 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 The Gratitude Pep? ▼
Among 401(k) plans in other states, the closest by assets is Tenacre Foundation 401(k) Plan in NJ ($36M, 150 participants).
Which 401(k) plans cover a similar participant headcount to The Gratitude Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (275 participants, $43M 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 133745616.

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.