401(k) · DOL Form 5500 · 2024

Pei/Genesis, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
423
Participants Below avg headcount
80th
Percentile by assets National rank
$85,294
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pei/Genesis, Inc. Tax Deferral and Savings Plan · Sponsored by Pei/Genesis, Inc. · Pennsylvania · Manufacturing

$36M in assets, 423 participants

Pei/Genesis, Inc.'s Pei/Genesis, Inc. Tax Deferral and Savings Plan reported $36M in total assets and 423 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #12,840 in Manufacturing (17,777 peers)

Where Pei/Genesis, Inc. Tax Deferral and Savings Plan sits by assets

Pei/Genesis, Inc. Tax Deferral and Savings Plan sits in the top quartile of all filed plans by assets, $36M for 423 participants (~$85,294/participant), down 7.6% in 2024.

#12,840
in Manufacturing (17,777 peers)
-7.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pei/Genesis, Inc. Tax Deferral and Savings Plan's outsized position by total assets

Pei/Genesis, Inc. Tax Deferral and Savings Plan vs every filed plan by assets

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

$36,079,415 Top 20% higher than 80% 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

Pei/Genesis, Inc. Tax Deferral and Savings 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. Pei/Genesis, Inc. Tax Deferral and Savings Plan sits mid-pack in the medium band (423 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pei/Genesis, Inc. Tax Deferral and Savings Plan reported net income fell from $7M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Pei/Genesis, Inc. Tax Deferral and Savings Plan end-of-year assets fell from $39M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Pei/Genesis, Inc. Tax Deferral and Savings Plan reported participants fell from 442 in the plan year 2023 filing to 423 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231327335 · Pei/Genesis, Inc. PY 2024 · 401(k)

Pei/Genesis, Inc. Tax Deferral and Savings Plan · $36M · 423 · 80th

  • EOY $36M
  • EOY 423
  • EOY 80th
  • EOY 401(k)
  • EOY near Webber Metal Products, Inc. 401(k) Profit Sharing Trust
  • EOY ind #12840

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 →

Pei/Genesis, Inc. Tax Deferral and Savings Plan in the asset neighbourhood

Alabama Credit Union Capital Accumulation PlanAlabama Credit Union Capital…$36MPei/Genesis, Inc. Tax Deferral and Savings PlanPei/Genesis, Inc. Tax Deferr…$36MWebber Metal Products, Inc. 401(k) Profit Sharing TrustWebber Metal Products, Inc. …$36MRendr Care Physicians 401(k) PlanRendr Care Physicians 401(k)…$36MStratolaunch 401(k) Plan$36M
End-of-year total assets ($M) among Pei/Genesis, Inc. Tax Deferral and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$36M
Net Income-$3M
Employer EIN231327335
Plan Effective Date1956-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Pei/Genesis, Inc.)

Sponsor-wide plan assets over time

All Pei/Genesis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 12.020813730149282% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $32.2M $36.1M ▲ +12.0%
Year Plans Participants Total Assets
2022 1 423 $32M
2023 1 442 $39M
2024 1 423 $36M

Nearby 401(k) Plans in Pennsylvania

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

Pei/Genesis, Inc. Tax Deferral and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Pei/Genesis, Inc. Tax Deferral and Savings Plan, Total assets ($B): 0.036079415 · Participants: 423Pei/Genesis, Inc. Tax Deferral and Savings 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
Pei/Genesis, Inc. Tax Deferral and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pei/Genesis, Inc. Tax Deferral and Savings Plan side-by-side with 3 peers →

Pei/Genesis, Inc. Tax Deferral and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Webber Metal Products, Inc. 401(k) Profit Sharing Trust in IA ($36M); by covered participants it is Sioux Center Health 401(k) Plan in IA (423 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Pei/Genesis, Inc. Tax Deferral and Savings Plan assets move in 2024? ▼
Pei/Genesis, Inc. Tax Deferral and Savings Plan pulled back noticeably - down 7.6% during 2024, from $39M to $36M. Reported net income was -$3M.
How have Pei/Genesis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pei/Genesis, Inc.'s sponsor-wide assets grew 12.0%, from $32M to $36M.
Where does Pei/Genesis, Inc. Tax Deferral and Savings Plan rank by assets among Form 5500 filers? ▼
Pei/Genesis, Inc. Tax Deferral and Savings Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pei/Genesis, Inc. Tax Deferral and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Webber Metal Products, Inc. 401(k) Profit Sharing Trust in IA ($36M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Pei/Genesis, Inc. Tax Deferral and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sioux Center Health 401(k) Plan in IA (423 participants, $38M 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 231327335.

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.