401(k) · DOL Form 5500 · 2024

Pf I Carrus Services, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size: 866
Participants Near avg headcount: 85th
Percentile by assets National rank: $60,216
Avg per participant Low balance/head

Official DOL plan name: Penn Foster Carrus 401(k) Plan · Sponsored by Pf I Carrus Services, LLC · Pennsylvania · Educational Services

$52M in assets, 866 participants

Pf I Carrus Services, LLC's Penn Foster Carrus 401(k) Plan reported $52M in total assets and 866 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

#2,649 in Educational Services (3,638 peers)

Where Penn Foster Carrus 401(k) Plan sits by assets

Penn Foster Carrus 401(k) Plan sits in the top quartile of all filed plans by assets, $52M for 866 participants (~$60,216/participant), up 6.8% in 2024.

#2,649
in Educational Services (3,638 peers): +6.8%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Penn Foster Carrus 401(k) Plan's outsized position by total assets

Penn Foster Carrus 401(k) Plan vs every filed plan by assets

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

$52,147,068 Top 15% higher than 85% 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

Penn Foster Carrus 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. Penn Foster Carrus 401(k) Plan sits mid-pack in the medium band (866 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%)

EBSA filing schedule strip

Filing strip 882146964 · Pf I Carrus Services, LLC PY 2024 · 401(k)

Penn Foster Carrus 401(k) Plan · $52M · 866 · 85th

VS-ST $52M
BOY 866
SCH 85th
EBSA 401(k)
PART near J. Goldman & Co., L.P. Profit Sharing Plan
TYPE ind #2649

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 Pennsylvania →

End-of-year total assets ($M) among Penn Foster Carrus 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$49M
Net Assets (End of Year)	$52M
Net Income	$3M
Employer EIN	882146964
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Penn Foster Carrus 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Penn Foster Carrus 401(k) Plan side-by-side with 3 peers →

Penn Foster Carrus 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is J. Goldman & Co., L.P. Profit Sharing Plan in NY ($52M); by covered participants it is 5.11, Inc. 401(k) Profit Sharing Plan in CA (866 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

J. Goldman & Co., L.P. Profit Sharing Plan (NY) $52M · 93
Bioivt, LLC Retirement Plan (NY) $52M · 530
Asu Enterprise Partners 401(k) Plan (AZ) $52M · 325
The Macomb Group, Inc. Employees' 401(k) Plan (MI) $52M · 478

Similar participant headcount

Nearest other-state filings by covered participants (866 participants); asset peers above are excluded.

5.11, Inc. 401(k) Profit Sharing Plan (CA) 866 · 0 off
Intelident Solutions, Inc. 401(k) Plan (FL) 866 · 0 off
Alta Convenience 401(k) Plan (CA) 866 · 0 off
Whitman, Requardt & Associates, LLP 401(k) Plan (MD) 866 · 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 Penn Foster Carrus 401(k) Plan assets move in 2024? ▼

Penn Foster Carrus 401(k) Plan grew at a solid clip - up 6.8% during 2024, from $49M to $52M. Reported net income was $3M.

Where does Penn Foster Carrus 401(k) Plan rank by assets among Form 5500 filers? ▼

Penn Foster Carrus 401(k) Plan ranks in the 85th 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 Penn Foster Carrus 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is J. Goldman & Co., L.P. Profit Sharing Plan in NY ($52M, 93 participants).

Which 401(k) plans cover a similar participant headcount to Penn Foster Carrus 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is 5.11, Inc. 401(k) Profit Sharing Plan in CA (866 participants, $48M 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 882146964.