Defined Benefit (Pension) · DOL Form 5500 · 2024
Pencor Services, Inc. Pension Plan
Data updated 2026-08-25
- $175M
- Total assets Near avg plan size
- 707
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $247,898
- Avg per participant Above avg balance/head
Official DOL plan name: Pencor Services, Inc. Non-Agreement Pension Plan · Sponsored by Pencor Services, Inc. · Pennsylvania · Manufacturing
$175M in assets, 707 participants
Pencor Services, Inc.'s Pencor Services, Inc. Non-Agreement Pension Plan reported $175M in total assets and 707 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #16,087 in Manufacturing (17,777 peers)
Where Pencor Services, Inc. Non-Agreement Pension Plan sits by assets
Pencor Services, Inc. Non-Agreement Pension Plan sits in the top 10% of all filed plans by assets, $175M for 707 participants (~$247,898/participant), up 7.9% in 2024.
- #16,087
- in Manufacturing (17,777 peers)
- +7.9%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Pencor Services, Inc. Non-Agreement Pension Plan's outsized position by total assets
Pencor Services, Inc. Non-Agreement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$175,264,053 Top 6% higher than 94% 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
Pencor Services, Inc. Non-Agreement Pension 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. Pencor Services, Inc. Non-Agreement Pension Plan sits mid-pack in the medium band (707 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pencor Services, Inc. Non-Agreement Pension Plan reported net income fell from $17M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Pencor Services, Inc. Non-Agreement Pension Plan end-of-year assets rose from $162M in the plan year 2023 filing to $175M in the plan year 2024 filing.
- Pencor Services, Inc. Non-Agreement Pension Plan reported participants rose from 699 in the plan year 2023 filing to 707 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 240820653 · Pencor Services, Inc. PY 2024 · Defined Benefit (Pension)
Pencor Services, Inc. Non-Agreement Pension Plan · $175M · 707 · 94th
- SCH $175M
- SCH 707
- SCH 94th
- SCH Defined Benefit (Pension)
- SCH near Huhtamaki Retirement Accrual Plan
- SCH ind #16087
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 →
Pencor Services, Inc. Non-Agreement Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $175M |
| Net Income | $13M |
| Employer EIN | 240820653 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pencor Services, Inc.)
Sponsor-wide plan assets over time
All Pencor Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $204M 23.118631529666843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,454 | $166M |
| 2023 | 2 | 1,383 | $187M |
| 2024 | 2 | 1,403 | $204M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Pencor Services, Inc. Non-Agreement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Huhtamaki Retirement Accrual Plan in KS ($175M); by covered participants it is Employees' Retirement Plan of Indianapolis Power & Light Company in IN (707 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($175M here).
- Huhtamaki Retirement Accrual Plan (KS) $175M · 1,233
- Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 (AZ) $175M · 946
- Cement Masons Local 780 Pension Fund (NY) $176M · 424
- Iron Workers District Council of Western New York and Vicinity Pension Plan (NY) $176M · 698
Similar participant headcount
Nearest other-state filings by covered participants (707 participants); asset peers above are excluded.
- Employees' Retirement Plan of Indianapolis Power & Light Company (IN) 707 · 0 off
- The Dayton Power and Light Co. Retirement Inc Plan (IN) 706 · 1 off
- Plumbers Local Union No. 200 Pension Fund (NY) 708 · 1 off
- Retirement Plan and Trust for Employees of Credit Human Federal Credit Union (TX) 705 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.