401(k) · DOL Form 5500 · 2024
Pentegra Services Inc 401(k) Plan
Data updated 2026-08-11
- $19M
- Total assets
- 1,302
- Participants
- 70th
- Percentile by assets
- $14,848
- Avg per participant
Official DOL plan name: Mstc Easy(K) Pep · Sponsored by Pentegra Services Inc · New York · Finance & Insurance
$19M in assets, 1,302 participants
Pentegra Services Inc's Mstc Easy(K) Pep reported $19M in total assets and 1,302 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 123,622 plans)
- #4,645 in Finance & Insurance (8,549 peers)
Pentegra Services Inc multi-year trail
Pentegra Services Inc's plans moved -15.8% in assets from 2022 to 2024; this filing shows Mstc Easy(K) Pep at $19M / 1,302 participants.
- $19M
- total plan assets (2024 EOY)
- 1,302
- covered participants
- 70th
- percentile by assets (of 123,622 plans)
- $14,848
- avg assets per participant
Where Mstc Easy(K) Pep sits by total assets
Mstc Easy(K) Pep vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,332,728 Top 30% higher than 70% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mstc Easy(K) Pep end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Mstc Easy(K) Pep reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Mstc Easy(K) Pep reported participants rose from 1,194 in the plan year 2023 filing to 1,302 in the plan year 2024 filing.
Pentegra Services Inc across 3 plan years on file
Across the 3 plan years Pentegra Services Inc has on file (2022-2024), sponsor-wide plan assets have moved from $3.6B to $3.1B, a decline of 15.8%, while reported participants moved from 8,063 to 6,311 (-21.7%). Peak year by sponsor assets: 2022 ($3.6B); trough: 2024 ($3.1B).
Pentegra Services Inc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 8,063 | $3.6B |
| 2023 | 2 | 6,587 | $3.2B |
| 2024 | 2 | 6,311 | $3.1B |
Pentegra Services Inc filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 135645888 |
| Plan Effective Date | 2021-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Mstc Easy(K) 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Mstc Easy(K) Pep by total assets, not by location.
Frequently Asked Questions
How did Mstc Easy(K) Pep assets move in 2024? ▼
How have Pentegra Services Inc plan assets changed over time? ▼
Which 401(k) plans are similar in size to Mstc Easy(K) Pep? ▼
Next read for Mstc Easy(K) Pep
Multi-year trail
Ways to act on Mstc Easy(K) Pep's numbers.
- By total assets, Mstc Easy(K) Pep ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Pentegra Services Inc's sponsor-wide assets have declined 15.8% since 2022 across 3 plan years on file. More Finance & Insurance plans