401(k) · DOL Form 5500 · 2024

Penn United Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
737
Participants Near avg headcount
90th
Percentile by assets National rank
$129,150
Avg per participant Near avg balance/head
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Official DOL plan name: Penn United Technologies, Inc. 401(k) Plan · Sponsored by Penn United Technologies, Inc. · Pennsylvania · Manufacturing

$95M in assets, 737 participants

Penn United Technologies, Inc.'s Penn United Technologies, Inc. 401(k) Plan reported $95M in total assets and 737 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,162 in Manufacturing (17,777 peers)

Where Penn United Technologies, Inc. 401(k) Plan sits by assets

Penn United Technologies, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $95M for 737 participants (~$129,150/participant), up 3.8% in 2024.

#15,162
in Manufacturing (17,777 peers)
+3.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Penn United Technologies, Inc. 401(k) Plan's outsized position by total assets

Penn United Technologies, Inc. 401(k) Plan vs every filed plan by assets

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

$95,183,546 Top 10% higher than 90% 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

Penn United Technologies, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penn United Technologies, Inc. 401(k) Plan sits mid-pack in the medium band (737 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penn United Technologies, Inc. 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $854K in the plan year 2024 filing.
  • Penn United Technologies, Inc. 401(k) Plan reported participants fell from 771 in the plan year 2023 filing to 737 in the plan year 2024 filing.
  • Penn United Technologies, Inc. 401(k) Plan end-of-year assets rose from $92M in the plan year 2023 filing to $95M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251215115 · Penn United Technologies, Inc. PY 2024 · 401(k)

Penn United Technologies, Inc. 401(k) Plan · $95M · 737 · 90th

  • IND $95M
  • EOY 737
  • 5500 90th
  • ASSETS 401(k)
  • PCT near Campbell & Company 401(k) Plan
  • EIN ind #15162

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 Pennsylvania →

Penn United Technologies, Inc. 401(k) Plan in the asset neighbourhood

The Aafp 401(k) Plan$95MHartree Partners, LP Employees' Savings PlanHartree Partners, LP Employe…$95MPenn United Technologies, Inc. 401(k) PlanPenn United Technologies, In…$95MCampbell & Company 401(k) PlanCampbell & Company 401(k) Pl…$95MCanyon Partners, L.L.C. 401(k) Retirement Savings PlanCanyon Partners, L.L.C. 401(…$95M
End-of-year total assets ($M) among Penn United Technologies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$95M
Net Income$854K
Employer EIN251215115
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn United Technologies, Inc.)

Sponsor-wide plan assets over time

All Penn United Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 1.850305710376001% vs 2022
2024 filing year
$230M$235M$240M$245M$250M 202220232024 $232M $236M ▲ +1.9%
Year Plans Participants Total Assets
2022 2 1,489 $232M
2023 2 1,480 $246M
2024 2 806 $236M

Nearby 401(k) Plans in Pennsylvania

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

Penn United Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Penn United Technologies, Inc. 401(k) Plan, Total assets ($B): 0.095183546 · Participants: 737Penn United Technologies, Inc. 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
Penn United Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penn United Technologies, Inc. 401(k) Plan side-by-side with 3 peers →

Penn United Technologies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Campbell & Company 401(k) Plan in MD ($95M); by covered participants it is Connexus Credit Union 401(k) Plan in WI (737 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95M here).

Similar participant headcount

Nearest other-state filings by covered participants (737 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 Penn United Technologies, Inc. 401(k) Plan assets move in 2024? ▼
Penn United Technologies, Inc. 401(k) Plan edged up modestly - up 3.8% during 2024, from $92M to $95M. Reported net income was $854K.
How have Penn United Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn United Technologies, Inc.'s sponsor-wide assets grew 1.9%, from $232M to $236M.
Where does Penn United Technologies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Penn United Technologies, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Penn United Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell & Company 401(k) Plan in MD ($95M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Penn United Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Connexus Credit Union 401(k) Plan in WI (737 participants, $54M 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 251215115.

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.