H.O. Penn Machinery Company, Inc.401(k)

H.O. Penn Machinery Company, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $90,548,632 across 336 participant accounts, with employer contributions averaging $3,034 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 864th-largest of 5,648 plans among New York employers on file, and the 463rd of 4,246 in wholesale trade. In 2024, employees put in $3.70 for every $1.00 the employer contributed; active participation has grown from 235 to 264 since 2022.