401(k) · DOL Form 5500 · 2024
Penske Truck Leasing Co., LP 401(k) Plan
Data updated 2026-08-25
- $360M
- Total assets Above avg plan size
- 5,543
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $64,937
- Avg per participant Low balance/head
Official DOL plan name: Penske Logistics Retirement Savings Plan · Sponsored by Penske Truck Leasing Co., LP · Pennsylvania · Real Estate
$360M in assets, 5,543 participants
Penske Truck Leasing Co., LP's Penske Logistics Retirement Savings Plan reported $360M in total assets and 5,543 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #4,569 in Real Estate (4,605 peers)
Coverage in Pennsylvania
Penske Logistics Retirement Savings Plan covers 5,543 participants in Pennsylvania, 6.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $360M.
- #4,569
- in Real Estate (4,605 peers)
- +15.1%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Penske Logistics Retirement Savings Plan's outsized position by total assets
Penske Logistics Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$359,945,158 Top 4% higher than 96% 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
Penske Logistics Retirement Savings 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. Penske Logistics Retirement Savings Plan lands in the large band (5,543 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Penske Logistics Retirement Savings Plan end-of-year assets rose from $313M in the plan year 2023 filing to $360M in the plan year 2024 filing.
- Penske Logistics Retirement Savings Plan reported net income fell from $46M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Penske Logistics Retirement Savings Plan reported participants rose from 5,022 in the plan year 2023 filing to 5,543 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 232518618 · Penske Truck Leasing Co., LP PY 2024 · 401(k)
Penske Logistics Retirement Savings Plan · $360M · 5,543 · 96th
- PCT $360M
- EIN 5,543
- RANK 96th
- PHOTO 401(k)
- IND near Infinera 401(k) Plan
- EOY ind #4569
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 Real Estate retirement plans → · Plans in Pennsylvania →
Penske Logistics Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $313M |
|---|---|
| Net Assets (End of Year) | $360M |
| Net Income | $40M |
| Employer EIN | 232518618 |
| Plan Effective Date | 1988-04-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penske Truck Leasing Co., LP)
Sponsor-wide plan assets over time
All Penske Truck Leasing Co., LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 27.55041659876019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 41,117 | $2.0B |
| 2023 | 4 | 43,770 | $2.3B |
| 2024 | 5 | 55,942 | $2.5B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Scale composition for Penske Logistics Retirement Savings Plan
Penske Logistics Retirement Savings Plan reports $360M in end-of-year assets across 5,543 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $64,937 per participant (47% of the national average assets-per-participant) . Net income for plan year 2024 was $40M.
This plan identity (EIN 232518618, plan #010) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $267M to $360M (+35.1%) while covered participants moved from 5,396 to 5,543 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,396 | $267M | Open filing |
| 2023 | 5,022 | $313M | Open filing |
| 2024 · index core | 5,543 | $360M | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Penske Truck Leasing Co., L.P. Savings Retirement Plan (401(k), $1.3B, 17,512 participants)
- Penske Cash Balance Benefit Plan (Defined Benefit (Pension), $668M, 20,195 participants)
- Penske Retirement Savings Plan (401(k), $143M, 12,660 participants)
Penske Logistics Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Infinera 401(k) Plan in CA ($360M); by covered participants it is Ingram 401(k) Retirement Plan in TN (5,542 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($360M here).
- Infinera 401(k) Plan (CA) $360M · 1,273
- The Oregon Clinic, P.C. Retirement Plan (OR) $360M · 1,332
- The Havi Group Limited Partnership Profit Sharing and Savings Plan (IL) $360M · 1,064
- Logitech 401(k) Plan (CA) $360M · 1,180
Similar participant headcount
Nearest other-state filings by covered participants (5,543 participants); asset peers above are excluded.
- Ingram 401(k) Retirement Plan (TN) 5,542 · 1 off
- Owens Corning Savings and Security Plan (OH) 5,544 · 1 off
- Lamb Weston, Inc. 401(k) Plan for Plant Hourly Employees (ID) 5,541 · 2 off
- The US Oncology Clinical Practice 401(k) Plan (TX) 5,545 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.