401(k) · DOL Form 5500 · 2024
Pentegra Services, Inc 401(k) Plan
Data updated 2026-08-11
- $36M
- Total assets
- 275
- Participants
- 80th
- Percentile by assets
- $129,401
- Avg per participant
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.
- 80th percentile by assets (of 123,622 plans)
- #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.
- $36M
- total plan assets (2024 EOY)
- 275
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $129,401
- avg assets per participant
Where The Gratitude Pep sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Gratitude Pep reports 275 participants - about 34% of that state average ($36M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $2M |
| Employer EIN | 133745616 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pentegra Services, Inc)
| 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
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Gratitude Pep by total assets, not by location.
- Tenacre Foundation 401(k) Plan (NJ) $36M · 150
- Ajax Paving Industries of Florida, LLC 401(k) Plan (FL) $36M · 461
- Fbi Family of Companies 401(k) Retirement Plan (IN) $36M · 400
- Velocity Clinical Research 401(k) Plan (NC) $36M · 1,282
Frequently Asked Questions
How did The Gratitude Pep assets move in 2024? ▼
How have Pentegra Services, Inc plan assets changed over time? ▼
Where does The Gratitude Pep rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Gratitude Pep? ▼
Next read for The Gratitude Pep
Filing takeaways
Ways to act on The Gratitude Pep's numbers.
- By total assets, The Gratitude Pep ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Pentegra Services, Inc's sponsor-wide assets have grown 1935.2% since 2022 across 3 plan years on file. More Finance & Insurance plans