401(k) · DOL Form 5500 · 2024

Pentegra Services, Inc 401(k) Plan

Data updated 2026-08-25

$192M
Total assets Near avg plan size
1,970
Participants Near avg headcount
94th
Percentile by assets National rank
$97,520
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,750
in Finance & Insurance (8,549 peers)
+182.3%
assets growth YoY
1.9×
vs typical plan assets (national mean)

The 401(k) Plan's outsized position 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

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 401(k) Plan'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. The 401(k) Plan lands in the large band (1,970 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133745616 · Pentegra Services, Inc PY 2024 · 401(k)

The 401(k) Plan · $192M · 1,970 · 94th

  • BOOK $192M
  • BOOK 1,970
  • BOOK 94th
  • BOOK 401(k)
  • BOOK near Advanced Radiology Services, P. C. 401(k) Profit-Sharing Plan
  • BOOK ind #7750

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 →

The 401(k) Plan in the asset neighbourhood

Kansas City Southern 401(k) and Profit Sharing PlanKansas City Southern 401(k) …$192MInterface, Inc. Savings and Investment PlanInterface, Inc. Savings and …$192MThe 401(k) Plan$192MAdvanced Radiology Services, P. C. 401(k) Profit-Sharing PlanAdvanced Radiology Services,…$192MAlerus Financial Corporation Safe Harbor 401(k) PlanAlerus Financial Corporation…$192M
End-of-year total assets ($M) among The 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$192M
Net Income$27M
Employer EIN133745616
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentegra Services, Inc)

Sponsor-wide plan assets over time

All Pentegra Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$378M 1935.1582619279213% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $18.6M $378M ▲ +1934.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The 401(k) Plan, Total assets ($B): 0.192114031 · Participants: 1970The 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Advanced Radiology Services, P. C. 401(k) Profit-Sharing Plan in MI ($192M); by covered participants it is Illumifin Corporation 401(k) Plan in MN (1,970 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,970 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 401(k) Plan assets move in 2024? ▼
The 401(k) Plan surged - up 182.3% during 2024, from $68M to $192M. Reported net income was $27M.
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 grew 1935.2%, from $19M to $378M.
Where does The 401(k) Plan rank by assets among Form 5500 filers? ▼
The 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Radiology Services, P. C. 401(k) Profit-Sharing Plan in MI ($192M, 396 participants).
Which 401(k) plans cover a similar participant headcount to The 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Illumifin Corporation 401(k) Plan in MN (1,970 participants, $103M 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 133745616.

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.