401(k) · DOL Form 5500 · 2023

Pella Corporation 401(k) Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
9,243
Participants Very large workforce
99th
Percentile by assets National rank
$123,610
Avg per participant Near avg balance/head
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Official DOL plan name: Pella Corporation 401(k) Savings Plan · Sponsored by Pella Corporation · Iowa · Manufacturing

$1.1B in assets, 9,243 participants

Pella Corporation's Pella Corporation 401(k) Savings Plan reported $1.1B in total assets and 9,243 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #18,315 in Manufacturing (18,722 peers)

Coverage in Iowa

Pella Corporation 401(k) Savings Plan covers 9,243 participants in Iowa, 15x the typical Iowa plan (state average ~609 per filing). Assets: $1.1B.

#18,315
in Manufacturing (18,722 peers)
+13.0%
assets growth YoY
11×
vs typical plan assets (national mean)

Pella Corporation 401(k) Savings Plan's outsized position by total assets

Pella Corporation 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,142,530,544 Top 1% higher than 99% of 127,068 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 2023

Pella Corporation 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pella Corporation 401(k) Savings Plan lands in the large band (9,243 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pella Corporation 401(k) Savings Plan reported net income rose from $59M in the plan year 2022 filing to $141M in the plan year 2023 filing.
  • Pella Corporation 401(k) Savings Plan end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
  • Pella Corporation 401(k) Savings Plan reported participants fell from 10,347 in the plan year 2022 filing to 9,243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420497670 · Pella Corporation PY 2023 · 401(k)

Pella Corporation 401(k) Savings Plan · $1.1B · 9,243 · 99th

  • BOY $1.1B
  • BOY 9,243
  • BOY 99th
  • BOY 401(k)
  • BOY near Brookfield 401(k) Savings Plan
  • BOY ind #18315

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 Manufacturing retirement plans → · Plans in Iowa →

Pella Corporation 401(k) Savings Plan in the asset neighbourhood

Pella Corporation 401(k) Savings PlanPella Corporation 401(k) Sav…$1.1BBrookfield 401(k) Savings PlanBrookfield 401(k) Savings Pl…$1.1BGlobalfoundries U.S. Inc. 401(k) PlanGlobalfoundries U.S. Inc. 40…$1.1BHcl America, Inc. 401(k) Plan$1.1BFood Lion 401(k) Plan$1.1B
End-of-year total assets ($B) among Pella Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.1B
Net Income$141M
Employer EIN420497670
Plan Effective Date1952-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pella Corporation)

Sponsor-wide plan assets over time

All Pella Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 12.958353427807065% vs 2022
2023 filing year
$0.95B$1B$1.05B$1.1B$1.15B$1.2B 20222023 $1.01B $1.14B ▲ +12.9%
Year Plans Participants Total Assets
2022 2 12,498 $1.0B
2023 1 9,243 $1.1B

Nearby 401(k) Plans in Iowa

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

Pella Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0200004000060000 012345 Total assets ($B) Participants Pella Corporation 401(k) Savings Plan, Total assets ($B): 1.142530544 · Participants: 9243Pella Corporation 401(k) Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Pella Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Pella Corporation 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Brookfield 401(k) Savings Plan in OH ($1.1B); by covered participants it is Coca-Cola Bottling Company United, Inc. 401(k) Plan in AL (9,248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (9,243 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pella Corporation 401(k) Savings Plan assets move in 2023? ▼
Pella Corporation 401(k) Savings Plan grew at a solid clip - up 13.0% during 2023, from $1.0B to $1.1B. Reported net income was $141M.
How have Pella Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pella Corporation's sponsor-wide assets grew 13.0%, from $1.0B to $1.1B.
Where does Pella Corporation 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Pella Corporation 401(k) Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Pella Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brookfield 401(k) Savings Plan in OH ($1.1B, 5,828 participants).
Which 401(k) plans cover a similar participant headcount to Pella Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coca-Cola Bottling Company United, Inc. 401(k) Plan in AL (9,248 participants, $530M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420497670.

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.