401(k) · DOL Form 5500 · 2024

Challenger Performance 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
90
Participants Small participant base
54th
Percentile by assets National rank
$100,848
Avg per participant Below avg balance/head
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Official DOL plan name: The Challenger 401(k) Plan · Sponsored by Challenger Performance · Pennsylvania · Professional & Technical Services

$9M in assets, 90 participants

Challenger Performance's The Challenger 401(k) Plan reported $9M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,466 in Professional & Technical Services (20,173 peers)

Challenger Performance multi-year trail

Challenger Performance's plans moved +51.2% in assets from 2022 to 2024; this filing shows The Challenger 401(k) Plan at $9M / 90 participants.

#10,466
in Professional & Technical Services (20,173 peers)
+20.5%
assets growth YoY

The Challenger 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Challenger 401(k) Plan vs every filed plan by assets

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

$9,076,330 Top 46% higher than 54% 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 Challenger 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Challenger 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Challenger 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • The Challenger 401(k) Plan reported participants fell from 105 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 831106257 · Challenger Performance PY 2024 · 401(k)

The Challenger 401(k) Plan · $9M · 90 · 54th

  • PHOTO $9M
  • PHOTO 90
  • PHOTO 54th
  • PHOTO 401(k)
  • PHOTO near R.G. Rezin Group 401(k) Profit Sharing Plan
  • PHOTO ind #10466

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

The Challenger 401(k) Plan in the asset neighbourhood

The Challenger 401(k) Plan$9MR.G. Rezin Group 401(k) Profit Sharing PlanR.G. Rezin Group 401(k) Prof…$9MDmh Holdings 401(k) Employee Savings PlanDmh Holdings 401(k) Employee…$9MAlasconnect 401(k) Plan$9MIntepros Consulting 401(k) PlanIntepros Consulting 401(k) P…$9M
End-of-year total assets ($M) among The Challenger 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Challenger Performance multi-year asset trail

Sponsor-wide plan assets over time

All Challenger Performance plans reported in each filing year

Latest sponsor-wide plan assets
$9M 51.20422556797812% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6M $9.08M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 105 $6M
2023 1 105 $8M
2024 1 90 $9M

Challenger Performance filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN831106257
Plan Effective Date2018-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Challenger 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Challenger 401(k) Plan, Total assets ($B): 0.00907633 · Participants: 90The Challenger 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Challenger 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Outside Pennsylvania, the nearest 401(k) by assets is R.G. Rezin Group 401(k) Profit Sharing Plan in WI ($9M); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Challenger 401(k) Plan assets move in 2024?
The Challenger 401(k) Plan grew sharply - up 20.5% during 2024, from $8M to $9M. Reported net income was $2M.
How have Challenger Performance plan assets changed over time?
Across 3 plan years on file (2022-2024), Challenger Performance's sponsor-wide assets grew 51.2%, from $6M to $9M.
Which 401(k) plans are similar in size to The Challenger 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is R.G. Rezin Group 401(k) Profit Sharing Plan in WI ($9M, 115 participants).
Which 401(k) plans cover a similar participant headcount to The Challenger 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants, $299K in assets).