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Pennon Organization

Harrisburg, PA · Information

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$17.6Mnet assets across plans
280participant records192 active
$473Kemployer contributions, latest plan years$2,461 per active record
$0Schedule C compensation to organisations$0.00 per participant record

Pennon Organization, based in Harrisburg, Pennsylvania, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 280 participant records and $17.6M in net assets.

The largest is Pennon Organization 401(k) Retirement Plan, a 401(k) plan with 141 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $473K and participant contributions $1.1M in the latest plan years; benefits paid were $1.4M. Schedule C compensation reported to service provider organisations totalled $0.

Combined net assets moved from $3.8M in 2009 to $17.6M in 2024 (up 363%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Pennon Organization 401(k) Retirement Plan401(k) plan2024141$12.4M$88,122$4,361$0
LNP Media Group, Inc. 401(k) Retirement Plan401(k) plan2024139$5.1M$36,884$1,347$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $3.8M2010: $4.9M2011: $4.8M2012: $5.6M2013: $6.8M2014: $6.6M2015: $6.6M2016: $7.9M2017: $8.2M2018: $7.5M2019: $7.8M2020: $10.3M2021: $9.2M2022: $9.8M2023: $14.7M2024: $17.6M$3.8M$17.6M20092012201620202024
Combined net assets
2009: 1542010: 1592011: 1512012: 1532013: 1342014: 1272015: 1272016: 1272017: 1272018: 1212019: 1242020: 1222021: 1272022: 1232023: 2812024: 28015428128020092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242280$17.6M$473K$1.1M
20232281$14.7M$465K$1.1M
20221123$9.8M$256K$294K
20211127$9.2M$236K$279K
20201122$10.3M$226K$258K
20191124$7.8M$225K$247K
20181121$7.5M$228K$263K
20171127$8.2M$226K$264K
20161127$7.9M$224K$274K
20151127$6.6M$219K$268K
20141127$6.6M$237K$274K
20131134$6.8M$240K$265K
20121153$5.6M$241K$258K
20111151$4.8M$228K$247K
20101159$4.9M$252K$273K
20091154$3.8M$252K$264K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
American Century Investment ManagemInvestment management2$0
Fidelity Management & Research CompInvestment management2$0
Calvert Research and ManagementInvestment management2$0
Boston Trust Walden Inc.Investment management2$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

American Century Investment Managem$0
Fidelity Management & Research Comp$0
Calvert Research and Management$0
Boston Trust Walden Inc.$0

Questions and answers

How many retirement plans does Pennon Organization have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Pennon Organization 401(k) Retirement Plan and LNP Media Group, Inc. 401(k) Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Pennon Organization contribute to its plans?

$472,553 in employer contributions across these plans in their latest plan years, about $2,461 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name American Century Investment Managem, Fidelity Management & Research Comp, Calvert Research and Management and Boston Trust Walden Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.