401(k) · DOL Form 5500 · 2024

Penton Learning Systems, L.L.C. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
278
Participants Below avg headcount
79th
Percentile by assets National rank
$124,688
Avg per participant Near avg balance/head
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Official DOL plan name: Penton Learning Systems, L.L.C. 401(k) Plan · Sponsored by Penton Learning Systems, L.L.C. · New York · Educational Services

$35M in assets, 278 participants

Penton Learning Systems, L.L.C.'s Penton Learning Systems, L.L.C. 401(k) Plan reported $35M in total assets and 278 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,360 in Educational Services (3,638 peers)

Coverage in New York

Penton Learning Systems, L.L.C. 401(k) Plan covers 278 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $35M.

#2,360
in Educational Services (3,638 peers)
+19.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Penton Learning Systems, L.L.C. 401(k) Plan's outsized position by total assets

Penton Learning Systems, L.L.C. 401(k) Plan vs every filed plan by assets

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

$34,663,366 Top 21% higher than 79% 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

Penton Learning Systems, L.L.C. 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. Penton Learning Systems, L.L.C. 401(k) Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penton Learning Systems, L.L.C. 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Penton Learning Systems, L.L.C. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Penton Learning Systems, L.L.C. 401(k) Plan reported participants fell from 295 in the plan year 2023 filing to 278 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133839754 · Penton Learning Systems, L.L.C. PY 2024 · 401(k)

Penton Learning Systems, L.L.C. 401(k) Plan · $35M · 278 · 79th

  • EOY $35M
  • EOY 278
  • EOY 79th
  • EOY 401(k)
  • EOY near Ima Wealth Pooled Employer Plan
  • EOY ind #2360

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 Educational Services retirement plans → · Plans in New York →

Penton Learning Systems, L.L.C. 401(k) Plan in the asset neighbourhood

The M. K. Morse Company Retirement Savings PlanThe M. K. Morse Company Reti…$35MCentral Bancshares, Inc. Employee Stock Ownership and 401(k) PlanCentral Bancshares, Inc. Emp…$35MPenton Learning Systems, L.L.C. 401(k) PlanPenton Learning Systems, L.L…$35MIma Wealth Pooled Employer PlanIma Wealth Pooled Employer P…$35MCreativeone 401(k) Plan$35M
End-of-year total assets ($M) among Penton Learning Systems, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN133839754
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penton Learning Systems, L.L.C.)

Sponsor-wide plan assets over time

All Penton Learning Systems, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 49.91227782993251% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.1M $34.7M ▲ +49.9%
Year Plans Participants Total Assets
2022 1 243 $23M
2023 1 295 $29M
2024 1 278 $35M

Nearby 401(k) Plans in New York

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

Penton Learning Systems, L.L.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Penton Learning Systems, L.L.C. 401(k) Plan, Total assets ($B): 0.034663366 · Participants: 278Penton Learning Systems, L.L.C. 401(k) PlanIBM 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
Penton Learning Systems, L.L.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Penton Learning Systems, L.L.C. 401(k) Plan side-by-side with 3 peers →

Penton Learning Systems, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ima Wealth Pooled Employer Plan in OR ($35M); by covered participants it is Evidera 401(k) Plan in MD (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Penton Learning Systems, L.L.C. 401(k) Plan assets move in 2024? ▼
Penton Learning Systems, L.L.C. 401(k) Plan grew sharply - up 19.2% during 2024, from $29M to $35M. Reported net income was $6M.
How have Penton Learning Systems, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penton Learning Systems, L.L.C.'s sponsor-wide assets grew 49.9%, from $23M to $35M.
Where does Penton Learning Systems, L.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Penton Learning Systems, L.L.C. 401(k) Plan ranks in the 79th 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 Penton Learning Systems, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ima Wealth Pooled Employer Plan in OR ($35M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Penton Learning Systems, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Evidera 401(k) Plan in MD (278 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 133839754.

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.