401(k) · DOL Form 5500 · 2024

Betrold Enterprises Dba Pender's Music 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
23rd
Percentile by assets National rank
$111,887
Avg per participant Below avg balance/head
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Official DOL plan name: Pender's 401(k) Plan · Sponsored by Betrold Enterprises Dba Pender's Music · Texas · Retail Trade

$1M in assets, 9 participants

Betrold Enterprises Dba Pender's Music's Pender's 401(k) Plan reported $1M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,854 in Retail Trade (8,048 peers)

2024 asset change

Pender's 401(k) Plan pulled back noticeably 12.6% in 2024 ($1M → $1M) for 9 participants.

#2,854
in Retail Trade (8,048 peers)
-12.6%
assets change YoY

The plan reported a net loss of $145K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pender's 401(k) Plan among the smaller filed plans by assets

Pender's 401(k) Plan vs every filed plan by assets

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

$1,006,983 23rd percentile higher than 23% 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

Pender's 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pender's 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pender's 401(k) Plan reported net income fell from $225K in the plan year 2023 filing to -$145K in the plan year 2024 filing.
  • Pender's 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pender's 401(k) Plan reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 751599893 · Betrold Enterprises Dba Pender's Music PY 2024 · 401(k)

Pender's 401(k) Plan · $1M · 9 · 23rd

  • RANK $1M
  • PHOTO 9
  • IND 23rd
  • EOY 401(k)
  • 5500 near Union Bank & Trust Company 401(k) Plan
  • ASSETS ind #2854

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 Retail Trade retirement plans → · Plans in Texas →

Pender's 401(k) Plan in the asset neighbourhood

Pender's 401(k) Plan$1MUnion Bank & Trust Company 401(k) PlanUnion Bank & Trust Company 4…$1MHocking & Schulenberg, LLC Profit Sharing PlanHocking & Schulenberg, LLC P…$1MKc Property 401(k)$1MLakeside Dentistry, PA 401(k) PlanLakeside Dentistry, PA 401(k…$1M
End-of-year total assets ($M) among Pender's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Betrold Enterprises Dba Pender's Music years around the 2024 move

Sponsor-wide plan assets over time

All Betrold Enterprises Dba Pender's Music plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.6171413039023% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $0.93M $1.01M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 10 $927K
2023 1 8 $1M
2024 1 9 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$145K
Employer EIN751599893
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Pender's 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pender's 401(k) Plan, Total assets ($B): 0.001006983 · Participants: 9Pender's 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Pender's 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Pender's 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Union Bank & Trust Company 401(k) Plan in TN ($1M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Pender's 401(k) Plan assets move in 2024? ▼
Pender's 401(k) Plan pulled back noticeably - down 12.6% during 2024, from $1M to $1M. Reported net income was -$145K.
How have Betrold Enterprises Dba Pender's Music plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Betrold Enterprises Dba Pender's Music's sponsor-wide assets grew 8.6%, from $927K to $1M.
Where does Pender's 401(k) Plan rank by assets among Form 5500 filers? ▼
Pender's 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Pender's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Union Bank & Trust Company 401(k) Plan in TN ($1M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Pender's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 751599893.

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.