401(k) · DOL Form 5500 · 2024

Pentegra Retirement Services 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
N/A
Participants Small participant base
69th
Percentile by assets National rank
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Official DOL plan name: The Tsg Pep · Sponsored by Pentegra Retirement Services · New York · Finance & Insurance

$19M in assets, N/A participants

Pentegra Retirement Services's The Tsg Pep reported $19M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,609 in Finance & Insurance (8,549 peers)

Pentegra Retirement Services multi-year trail

Pentegra Retirement Services's plans moved +1935.2% in assets from 2022 to 2024; this filing shows The Tsg Pep at $19M / N/A participants.

#4,609
in Finance & Insurance (8,549 peers)
$424K
reported net income

The Tsg Pep's outsized position by total assets

The Tsg Pep vs every filed plan by assets

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

$18,951,212 Top 31% higher than 69% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

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

The Tsg Pep · $19M · N/A · 69th

  • EIN $19M
  • EIN N/A
  • EIN 69th
  • EIN 401(k)
  • EIN near Intcomex 401(k) Plan
  • EIN ind #4609

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 Tsg Pep in the asset neighbourhood

The Tsg Pep$19MIntcomex 401(k) Plan$19MBelmont Instrument LLC Retirement PlanBelmont Instrument LLC Retir…$19MCity Beverages 401(k) Plan$19MDsl Construction Corp. Employee 401(k) Profit Sharing PlanDsl Construction Corp. Emplo…$19M
End-of-year total assets ($M) among The Tsg Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pentegra Retirement Services multi-year asset trail

Sponsor-wide plan assets over time

All Pentegra Retirement Services 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

Pentegra Retirement Services filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$19M
Net Income$424K
Employer EIN133745616
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

The Tsg Pep vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Tsg Pep, Total assets ($B): 0.018951212 · Participants: 0The Tsg PepIBM 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 Tsg Pep vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Tsg Pep side-by-side with 3 peers →

The Tsg Pep's closest out-of-state 401(k) peers by assets

Outside New York, the nearest 401(k) by end-of-year assets is Intcomex 401(k) Plan in FL at $19M (this filing: $19M).

Closest by plan assets

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

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 have Pentegra Retirement Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentegra Retirement Services's sponsor-wide assets grew 1935.2%, from $19M to $378M.
Which 401(k) plans are similar in size to The Tsg Pep? ▼
Among 401(k) plans in other states, the closest by assets is Intcomex 401(k) Plan in FL ($19M, 218 participants).

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.