401(k) · DOL Form 5500 · 2024

Pentegra Services Inc 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 1,302
Participants Near avg headcount: 70th
Percentile by assets National rank: $14,848
Avg per participant Low balance/head

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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.

#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.

#4,645
in Finance & Insurance (8,549 peers): +19.4%
assets growth YoY

Mstc Easy(K) Pep's outsized position 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

Mstc Easy(K) 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. Mstc Easy(K) Pep lands in the large band (1,302 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%)

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 135645888 · Pentegra Services Inc PY 2024 · 401(k)

Mstc Easy(K) Pep · $19M · 1,302 · 70th

EBSA $19M
PART 1,302
TYPE 70th
NET 401(k)
BOOK near Monarch Funding Corp. Employees' Profit Sharing Plan
VS-ST ind #4645

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 Mstc Easy(K) 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: $3.1B 15.79377317129958% vs 2022; 2024 filing year

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

Compare Mstc Easy(K) Pep side-by-side with 3 peers →

Mstc Easy(K) Pep's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Monarch Funding Corp. Employees' Profit Sharing Plan in CA ($19M); by covered participants it is Polaris Pharmacy Services, LLC 401(k) Plan in FL (1,302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Monarch Funding Corp. Employees' Profit Sharing Plan (CA) $19M · 6
Auto Meter Products 401(k) Plan (IL) $19M · 186
Transportation Commodities, Inc. 401(k) Savings Plan (CA) $19M · 1,281
Waibel Energy Systems Retirement Plan (OH) $19M · 127

Similar participant headcount

Nearest other-state filings by covered participants (1,302 participants); asset peers above are excluded.

Polaris Pharmacy Services, LLC 401(k) Plan (FL) 1,302 · 0 off
Bassett Furniture Ind. Inc. 401(k) Plan (VA) 1,302 · 0 off
Sonos, Inc. 401(k) Plan (CA) 1,302 · 0 off
C&r Restaurant Group, LP 401(k) Profit Sharing Plan (CA) 1,302 · 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 Mstc Easy(K) Pep assets move in 2024? ▼

Mstc Easy(K) Pep grew sharply - up 19.4% during 2024, from $16M to $19M. Reported net income was $3M.

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 declined 15.8%, from $3.6B to $3.1B.

Which 401(k) plans are similar in size to Mstc Easy(K) Pep? ▼

Among 401(k) plans in other states, the closest by assets is Monarch Funding Corp. Employees' Profit Sharing Plan in CA ($19M, 6 participants).

Which 401(k) plans cover a similar participant headcount to Mstc Easy(K) Pep? ▼

Among 401(k) plans in other states, the closest by covered participants is Polaris Pharmacy Services, LLC 401(k) Plan in FL (1,302 participants, $13M 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 135645888.