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Department of Labor filing

HENNY PENNY CORPORATION

HENNY PENNY CORPORATION EMPLOYEES 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

63filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$4,481

Reported employer contributions per active participant.

Higher than about 74% of comparable plans
#People in the filing
982

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$150 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 37% of comparable plans
↗Investment performance
Not available

Plan assets changed 14.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202463out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions74th percentileTypical peer $2,847 · based on 168 comparable plans
Lower reported administrative expense37th percentileTypical peer $131 · based on 169 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HENNY PENNY CORPORATION reported $4,400,578 in employer contributions across the plan and 982 active participants. That works out to $4,481 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy79%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 27.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 42.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context63/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$4,400,578
Participant contributions
$6,368,120
Other contributions
$2,177,090
Employer share of reported contributions
40.9%
Beginning assets
$116,245,788
Ending assets
$133,169,845
Ending net assets
$132,687,504
Ending liabilities
$482,341
Total income
$28,256,624
Total expenses
$11,697,992
Administrative expenses
$198,050
Participant loans
$2,012,686

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,514
2023
$3,761
2024
$4,481
Plan-paid administrative expenses per participant
2022
$259
2023
$145
2024
$150
Active participants
2022
1,111
2023
1,091
2024
982
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$4,481982133.2M20251014093147NAL0001176099001
2023$3,7611,091116.2M20241014132700NAL0013348147001
2022$3,5141,11198.6M20230915132117NAL0033163680001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
311179223-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 1, 1994
Industry
Industry group 333
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D3F3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN FUNDS2024Not reportedunknown
BLACKROCK FUNDS2024Not reportedunknown
DODGE AND COX2024Not reportedunknown
FIDELITY INVESTMENTS INST2024Not reportedunknown
GREAT GRAY TRUST COMPANY LLC2024Not reportedunknown
INVESCO2024Not reportedunknown
JANUS FUNDS2024Not reportedunknown
LORD ABBETT AND COMPANY2024Not reportedunknown
METLIFE INC2024Not reportedunknown
MFS DISTRIBUTORS INC2024Not reportedunknown
PIMCO FUNDS DIST INST2024Not reportedunknown
VANGUARD MARKETING CORP2024Not reportedunknown
WESTERN ASSET MGMT COMPANY LLC2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251014093147NAL0001176099001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗