401(k) · DOL Form 5500 · 2024

Pentegra Services, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
556
Participants Below avg headcount
75th
Percentile by assets National rank
$45,829
Avg per participant Low balance/head
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Official DOL plan name: The Retiresmart Pep · Sponsored by Pentegra Services, Inc. · New York · Finance & Insurance

$25M in assets, 556 participants

Pentegra Services, Inc.'s The Retiresmart Pep reported $25M in total assets and 556 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,225 in Finance & Insurance (8,549 peers)

Where The Retiresmart Pep sits by assets

The Retiresmart Pep sits in the top quartile of all filed plans by assets, $25M for 556 participants (~$45,829/participant), up 219.1% in 2024.

#5,225
in Finance & Insurance (8,549 peers)
+219.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Retiresmart Pep's outsized position by total assets

The Retiresmart Pep vs every filed plan by assets

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

$25,481,076 Top 25% higher than 75% 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 Retiresmart 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 Retiresmart Pep sits mid-pack in the medium band (556 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Retiresmart Pep reported participants rose from 91 in the plan year 2023 filing to 556 in the plan year 2024 filing.
  • The Retiresmart Pep reported net income rose from $725K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Retiresmart Pep end-of-year assets rose from $8M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

The Retiresmart Pep · $25M · 556 · 75th

  • EOY $25M
  • EOY 556
  • EOY 75th
  • EOY 401(k)
  • EOY near Quantum Energy Partners 2020 LLC 401(k) Plan
  • EOY ind #5225

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 Retiresmart Pep in the asset neighbourhood

The Retiresmart Pep$25MQuantum Energy Partners 2020 LLC 401(k) PlanQuantum Energy Partners 2020…$25MVaxcyte 401(k) Plan$25MOrthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing PlanOrthopedic & Sports Institut…$25MIhc Construction Companies LLC Ps & Svgs PlanIhc Construction Companies L…$25M
End-of-year total assets ($M) among The Retiresmart Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN133745616
Plan Effective Date2022-07-01
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 Retiresmart Pep vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Retiresmart Pep, Total assets ($B): 0.025481076 · Participants: 556The Retiresmart 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 Retiresmart Pep vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Retiresmart Pep side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Quantum Energy Partners 2020 LLC 401(k) Plan in TX ($25M); by covered participants it is Employee Benefit Plan of Factory Connection, LLC in AL (556 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (556 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 Retiresmart Pep assets move in 2024? ▼
The Retiresmart Pep surged - up 219.1% during 2024, from $8M to $25M. Reported net income was $4M.
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 Retiresmart Pep rank by assets among Form 5500 filers? ▼
The Retiresmart Pep ranks in the 75th 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 Retiresmart Pep? ▼
Among 401(k) plans in other states, the closest by assets is Quantum Energy Partners 2020 LLC 401(k) Plan in TX ($25M, 104 participants).
Which 401(k) plans cover a similar participant headcount to The Retiresmart Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Factory Connection, LLC in AL (556 participants, $6M 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.