401(k) · DOL Form 5500 · 2024

Pentegra Services, Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 1,442
Participants Near avg headcount: 44th
Percentile by assets National rank: $3,840
Avg per participant Low balance/head

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Official DOL plan name: The Baldwin Group Pep · Sponsored by Pentegra Services, Inc · New York · Finance & Insurance

$6M in assets, 1,442 participants

Pentegra Services, Inc's The Baldwin Group Pep reported $6M in total assets and 1,442 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

#2,538 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 The Baldwin Group Pep at $6M / 1,442 participants.

#2,538
in Finance & Insurance (8,549 peers): +542.9%
assets growth YoY

The Baldwin Group Pep's mid-pack asset rank among Finance & Insurance and all filers

The Baldwin Group Pep vs every filed plan by assets

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

$5,537,277 44th percentile higher than 44% 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

The Baldwin Group Pep's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Baldwin Group Pep lands in the large band (1,442 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

The Baldwin Group Pep end-of-year assets rose from $861K in the plan year 2023 filing to $6M in the plan year 2024 filing.
The Baldwin Group Pep reported net income rose from $861K in the plan year 2023 filing to $4M in the plan year 2024 filing.
The Baldwin Group Pep reported participants rose from N/A in the plan year 2023 filing to 1,442 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

The Baldwin Group Pep · $6M · 1,442 · 44th

NET $6M
BOOK 1,442
VS-ST 44th
BOY 401(k)
SCH near Culture Biosciences 401(k) Plan
EBSA ind #2538

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 →

End-of-year total assets ($M) among The Baldwin Group Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pentegra Services, Inc multi-year asset trail

Latest sponsor-wide plan assets: $378M 1935.1582619279213% vs 2022; 2024 filing year

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)	$861K
Net Assets (End of Year)	$6M
Net Income	$4M
Employer EIN	133745616
Plan Effective Date	2023-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

The Baldwin Group 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

Compare The Baldwin Group Pep side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Culture Biosciences 401(k) Plan in CA ($6M); by covered participants it is Tps Parking Management, LLC 401(k) Plan in IL (1,442 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Culture Biosciences 401(k) Plan (CA) $6M · 86
Growgeneration Corp 401(k) Plan (CO) $6M · 382
Ntech Solutions Inc. 401(k) Profit Sharing Plan Trust (MD) $6M · 121
P. Gill Obstetrics & Gynecology Medical Group, Inc. 401(k) Profit Sharing Plan (CA) $6M · 53

Similar participant headcount

Nearest other-state filings by covered participants (1,442 participants); asset peers above are excluded.

Tps Parking Management, LLC 401(k) Plan (IL) 1,442 · 0 off
Media Holdings 401(k) Retirement Savings Plan (FL) 1,442 · 0 off
Shamin Management 1 401(k) Plan (VA) 1,442 · 0 off
Takkion Ops Management LLC 401(k) Plan (WY) 1,442 · 0 off

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 Baldwin Group Pep assets move in 2024? ▼

The Baldwin Group Pep surged - up 542.9% during 2024, from $861K to $6M. 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.

Which 401(k) plans are similar in size to The Baldwin Group Pep? ▼

Among 401(k) plans in other states, the closest by assets is Culture Biosciences 401(k) Plan in CA ($6M, 86 participants).

Which 401(k) plans cover a similar participant headcount to The Baldwin Group Pep? ▼

Among 401(k) plans in other states, the closest by covered participants is Tps Parking Management, LLC 401(k) Plan in IL (1,442 participants, $17M 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.