401(k) · DOL Form 5500 · 2024

Pentegra Services, Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
5
Participants Small participant base
62nd
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Smart Retirement Pep · Sponsored by Pentegra Services, Inc · New York · Finance & Insurance

$13M in assets, 5 participants

Pentegra Services, Inc's Smart Retirement Pep reported $13M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,940 in Finance & Insurance (8,549 peers)

Pentegra Services, Inc multi-year trail

Pentegra Services, Inc's plans moved +1935.2% in assets from 2022 to 2024; this filing shows Smart Retirement Pep at $13M / 5 participants.

#3,940
in Finance & Insurance (8,549 peers)
$1M
reported net income

Smart Retirement Pep's mid-pack asset rank among Finance & Insurance and all filers

Smart Retirement Pep vs every filed plan by assets

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

$13,475,128 Top 38% higher than 62% 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

Smart Retirement Pep among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smart Retirement Pep is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

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

Smart Retirement Pep · $13M · 5 · 62nd

  • PCT $13M
  • EIN 5
  • RANK 62nd
  • PHOTO 401(k)
  • IND near Haaker Equipment Company 401(k) Profit Sharing Plan
  • EOY ind #3940

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 →

Smart Retirement Pep in the asset neighbourhood

Smart Retirement Pep$13MHaaker Equipment Company 401(k) Profit Sharing PlanHaaker Equipment Company 401…$13MThe Curtis Institute of Music Retirement PlanThe Curtis Institute of Musi…$13MLsu Foundation 401(k) Plan$13MBuckingham Management, LLC 401(k) PlanBuckingham Management, LLC 4…$13M
End-of-year total assets ($M) among Smart Retirement Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pentegra Services, Inc multi-year asset trail

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

Pentegra Services, Inc filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN133745616
Plan Effective Date2023-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Smart Retirement Pep vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Smart Retirement Pep, Total assets ($B): 0.013475128 · Participants: 5Smart Retirement 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
Smart Retirement Pep vs. nearby 401(k) plans in New York, assets vs. participants
Compare Smart Retirement Pep side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Haaker Equipment Company 401(k) Profit Sharing Plan in CA ($13M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 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.
Which 401(k) plans are similar in size to Smart Retirement Pep? ▼
Among 401(k) plans in other states, the closest by assets is Haaker Equipment Company 401(k) Profit Sharing Plan in CA ($13M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Smart Retirement Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 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.