401(k) · DOL Form 5500 · 2024
Pentegra Services, Inc 401(k) Plan
Data updated 2026-08-11
- $192M
- Total assets
- 1,970
- Participants
- 94th
- Percentile by assets
- $97,520
- Avg per participant
Official DOL plan name: The 401(k) Plan · Sponsored by Pentegra Services, Inc · New York · Finance & Insurance
$192M in assets, 1,970 participants
Pentegra Services, Inc's The 401(k) Plan reported $192M in total assets and 1,970 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #7,750 in Finance & Insurance (8,549 peers)
Coverage in New York
The 401(k) Plan covers 1,970 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $192M.
- $192M
- total plan assets (2024 EOY)
- 1,970
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $97,520
- avg assets per participant
Where The 401(k) Plan sits by total assets
The 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$192,114,031 Top 6% higher than 94% 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
- The 401(k) Plan end-of-year assets rose from $68M in the plan year 2023 filing to $192M in the plan year 2024 filing.
- The 401(k) Plan reported participants rose from 836 in the plan year 2023 filing to 1,970 in the plan year 2024 filing.
- The 401(k) Plan reported net income rose from $14M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The 401(k) Plan reports 1,970 participants - 2.5x that state average ($192M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $192M |
| Net Income | $27M |
| Employer EIN | 133745616 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pentegra Services, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 203 | $19M |
| 2023 | 8 | 1,283 | $123M |
| 2024 | 11 | 4,740 | $378M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The 401(k) Plan 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 The 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did The 401(k) Plan assets move in 2024? ▼
How have Pentegra Services, Inc plan assets changed over time? ▼
Where does The 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The 401(k) Plan? ▼
Next read for The 401(k) Plan
Filing takeaways
Ways to act on The 401(k) Plan's numbers.
- By total assets, The 401(k) Plan ranks in the top 10% of all filed plans 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 grown 1935.2% since 2022 across 3 plan years on file. More Finance & Insurance plans