401(k) · DOL Form 5500 · 2024

The Pendergraph Companies, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
145
Participants Small participant base
46th
Percentile by assets National rank
$43,896
Avg per participant Low balance/head
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Official DOL plan name: The Pendergraph Companies, LLC 401(k) Plan · Sponsored by The Pendergraph Companies, LLC · North Carolina · Real Estate

$6M in assets, 145 participants

The Pendergraph Companies, LLC's The Pendergraph Companies, LLC 401(k) Plan reported $6M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,042 in Real Estate (4,605 peers)

Coverage in North Carolina

The Pendergraph Companies, LLC 401(k) Plan covers 145 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#3,042
in Real Estate (4,605 peers)
+20.9%
assets growth YoY

The Pendergraph Companies, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

The Pendergraph Companies, LLC 401(k) Plan vs every filed plan by assets

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

$6,364,933 46th percentile higher than 46% 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 Pendergraph Companies, LLC 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. The Pendergraph Companies, LLC 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Pendergraph Companies, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Pendergraph Companies, LLC 401(k) Plan reported participants rose from 140 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270080860 · The Pendergraph Companies, LLC PY 2024 · 401(k)

The Pendergraph Companies, LLC 401(k) Plan · $6M · 145 · 46th

  • ASSETS $6M
  • PCT 145
  • EIN 46th
  • RANK 401(k)
  • PHOTO near Knowable, Inc. 401(k) Retirement Plan
  • IND ind #3042

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 Real Estate retirement plans → · Plans in North Carolina →

The Pendergraph Companies, LLC 401(k) Plan in the asset neighbourhood

The Pendergraph Companies, LLC 401(k) PlanThe Pendergraph Companies, L…$6MKnowable, Inc. 401(k) Retirement PlanKnowable, Inc. 401(k) Retire…$6MMaterials Transportation Company 401(k) PlanMaterials Transportation Com…$6MThree Sons, Inc. 401(k) Plan$6MZiegler Lumber Co. 401(k) PlanZiegler Lumber Co. 401(k) Pl…$6M
End-of-year total assets ($M) among The Pendergraph Companies, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN270080860
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pendergraph Companies, LLC)

Sponsor-wide plan assets over time

All The Pendergraph Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 52.07212093265512% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.19M $6.36M ▲ +51.8%
Year Plans Participants Total Assets
2022 1 133 $4M
2023 1 140 $5M
2024 1 145 $6M

Nearby 401(k) Plans in North Carolina

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

The Pendergraph Companies, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants The Pendergraph Companies, LLC 401(k) Plan, Total assets ($B): 0.006364933 · Participants: 145The Pendergraph Companies, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
The Pendergraph Companies, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Pendergraph Companies, LLC 401(k) Plan side-by-side with 3 peers →

The Pendergraph Companies, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Knowable, Inc. 401(k) Retirement Plan in NY ($6M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Pendergraph Companies, LLC 401(k) Plan assets move in 2024? ▼
The Pendergraph Companies, LLC 401(k) Plan grew sharply - up 20.9% during 2024, from $5M to $6M. Reported net income was $1M.
How have The Pendergraph Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pendergraph Companies, LLC's sponsor-wide assets grew 52.1%, from $4M to $6M.
Which 401(k) plans are similar in size to The Pendergraph Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knowable, Inc. 401(k) Retirement Plan in NY ($6M, 183 participants).
Which 401(k) plans cover a similar participant headcount to The Pendergraph Companies, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 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 270080860.

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.