401(k) · DOL Form 5500 · 2024
Penrock Investments Inc. 401(k) Plan
Data updated 2026-08-25
- $473K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 17th
- Percentile by assets National rank
Official DOL plan name: Penrock Investments Inc. 401(k) Plan · Sponsored by Penrock Investments Inc. · Texas · Retail Trade
$473K in assets, N/A participants
Penrock Investments Inc.'s Penrock Investments Inc. 401(k) Plan reported $473K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #2,222 in Retail Trade (8,048 peers)
Penrock Investments Inc. multi-year trail
Penrock Investments Inc.'s plans moved +25.5% in assets from 2023 to 2024; this filing shows Penrock Investments Inc. 401(k) Plan at $473K / N/A participants.
- #2,222
- in Retail Trade (8,048 peers)
- +25.5%
- assets growth YoY
Penrock Investments Inc. 401(k) Plan among the smaller filed plans by assets
Penrock Investments Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$473,170 17th percentile higher than 17% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Penrock Investments Inc. 401(k) Plan reported net income fell from $377K in the plan year 2023 filing to $96K in the plan year 2024 filing.
- Penrock Investments Inc. 401(k) Plan end-of-year assets rose from $377K in the plan year 2023 filing to $473K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 934824562 · Penrock Investments Inc. PY 2024 · 401(k)
Penrock Investments Inc. 401(k) Plan · $473K · N/A · 17th
- EOY $473K
- EOY N/A
- EOY 17th
- EOY 401(k)
- EOY near Sweet 5280 Corp. 401(k) Plan
- EOY ind #2222
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 →
Penrock Investments Inc. 401(k) Plan in the asset neighbourhood
Penrock Investments Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Penrock Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $473K 25.545915253787577% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $377K |
| 2024 | 1 | N/A | $473K |
Penrock Investments Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $377K |
|---|---|
| Net Assets (End of Year) | $473K |
| Net Income | $96K |
| Employer EIN | 934824562 |
| Plan Effective Date | 2023-12-05 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Penrock Investments Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Texas, the nearest 401(k) by end-of-year assets is Sweet 5280 Corp. 401(k) Plan in CO at $473K (this filing: $473K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($473K here).
- Sweet 5280 Corp. 401(k) Plan (CO) $473K · 2
- Gkr Investment Properties 401(k) Trust (MI) $473K · N/A
- The Bmw Management, Inc. Employee 401(k) Plan (CA) $473K · 433
- Lamar Management, Inc. 401(k) Plan (GA) $473K · 5
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.