Department of Labor filing

PENSKE CORPORATION

DEFERRED SAVINGS PLAN OF THE PENSKE CORPORATION · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

66filing 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

$6,237

Reported employer contributions per active participant.

Higher than about 90% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$415 / participant

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

Lower cost than about 10% of comparable plans

↗Investment performance

Not available

Plan assets changed 20.0%, 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 · 202466out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions90th percentileTypical peer $1,982 · based on 30 comparable plans

Lower reported administrative expense10th percentileTypical peer $117 · based on 31 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, PENSKE CORPORATION reported $567,538 in employer contributions across the plan and 91 active participants. That works out to $6,237 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 proxy70%

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 0.9%

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

Expense trendUp 27.5%

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

Peer context66/100

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: $567,538
Participant contributions: $1,764,234
Other contributions: $1,682,847
Employer share of reported contributions: 24.3%
Beginning assets: $75,803,211
Ending assets: $90,949,343
Ending net assets: $90,949,343
Ending liabilities: $0
Total income: $17,019,964
Total expenses: $1,873,832
Administrative expenses: $57,234
Participant loans: $186,654

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

$6,180

2023

$6,380

2024

$6,237

Plan-paid administrative expenses per participant

2022

$325

2023

$158

2024

$415

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,237	91	90.9M	20251009085831NAL0010603760001
2023	$6,380	84	75.8M	20241001092843NAL0006861585001
2022	$6,180	83	66.6M	20241007071425NAL0026945056001

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: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 231717338-333

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 28, 1969
Industry: Transportation and warehousing
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3H

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.

Provider	Plan year	Direct compensation	Indirect compensation
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251009085831NAL0010603760001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗