401(k) · DOL Form 5500 · 2024

Pennon Organization 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
77
Participants Small participant base
60th
Percentile by assets National rank
$161,367
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pennon Organization 401(k) Retirement Plan · Sponsored by Pennon Organization · Pennsylvania · Information & Media

$12M in assets, 77 participants

Pennon Organization's Pennon Organization 401(k) Retirement Plan reported $12M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,348 in Information & Media (2,822 peers)

Pennon Organization multi-year trail

Pennon Organization's plans moved +78.3% in assets from 2022 to 2024; this filing shows Pennon Organization 401(k) Retirement Plan at $12M / 77 participants.

#1,348
in Information & Media (2,822 peers)
+11.6%
assets growth YoY

Pennon Organization 401(k) Retirement Plan's mid-pack asset rank among Information & Media and all filers

Pennon Organization 401(k) Retirement Plan vs every filed plan by assets

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

$12,425,231 Top 40% higher than 60% 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

Pennon Organization 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pennon Organization 401(k) Retirement Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pennon Organization 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Pennon Organization 401(k) Retirement Plan reported participants rose from 74 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231629016 · Pennon Organization PY 2024 · 401(k)

Pennon Organization 401(k) Retirement Plan · $12M · 77 · 60th

  • TYPE $12M
  • NET 77
  • BOOK 60th
  • VS-ST 401(k)
  • BOY near First Help Financial and Treacy & Company Retirement Plan
  • SCH ind #1348

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 Information & Media retirement plans → · Plans in Pennsylvania →

Pennon Organization 401(k) Retirement Plan in the asset neighbourhood

Pennon Organization 401(k) Retirement PlanPennon Organization 401(k) R…$12MAhp 401(k) Plan$12MBudget Dumpster 401(k) Plan$12MTrustarc 401(k) Plan$12MFirst Help Financial and Treacy & Company Retirement PlanFirst Help Financial and Tre…$12M
End-of-year total assets ($M) among Pennon Organization 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennon Organization multi-year asset trail

Sponsor-wide plan assets over time

All Pennon Organization plans reported in each filing year

Latest sponsor-wide plan assets
$18M 78.30486394191215% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.84M $17.6M ▲ +78.4%
Year Plans Participants Total Assets
2022 1 76 $10M
2023 1 74 $11M
2024 2 220 $18M

Pennon Organization filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN231629016
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Pennon Organization 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Pennon Organization 401(k) Retirement Plan, Total assets ($B): 0.012425231 · Participants: 77Pennon Organization 401(k) Retirement 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
Pennon Organization 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennon Organization 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is First Help Financial and Treacy & Company Retirement Plan in MA ($12M); by covered participants it is Maestro Health 401(k) Plan in IL (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Pennon Organization 401(k) Retirement Plan assets move in 2024? ▼
Pennon Organization 401(k) Retirement Plan grew at a solid clip - up 11.6% during 2024, from $11M to $12M. Reported net income was $1M.
How have Pennon Organization plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennon Organization's sponsor-wide assets grew 78.3%, from $10M to $18M.
Which 401(k) plans are similar in size to Pennon Organization 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Help Financial and Treacy & Company Retirement Plan in MA ($12M, 304 participants).
Which 401(k) plans cover a similar participant headcount to Pennon Organization 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maestro Health 401(k) Plan in IL (77 participants, N/A 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 231629016.

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.