Back to filter
Original filing (PDF)20250926091358NAL0021276706001
PENN REAL ESTATE GROUP, LTD.
Form 5500-SF
FILING_RECEIVED
PENN GROUP 401(K)
401(k) retirement plan
Active participants
70
Accounts w/ balance
24
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 34% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENN REAL ESTATE GROUP, LTD..
Plan sponsor
Name
PENN REAL ESTATE GROUP, LTD.
EIN
23-3042015
Address
620 RIGHTERS FERRY ROAD · BALA CYNWYD, PA · 19004
Phone
(610) 668-0300
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
ELITE ESCROW SERVICES OF S D I
ELITE ESCROW SERVICES OF S D I 401(K) PROFIT SHARING PLAN & TRUST
$3.6M · 30 participants
DAHLEM COMPANY, INC.
DAHLEM COMPANY, INC. CASH BALANCE PLAN
$3.6M · 7 participants
THE GARLANDS OF BARRINGTON, LLC
THE GARLANDS OF BARRINGTON RETIREMENT SAVINGS PLAN
$3.6M · 245 participants
ADVANCE REALTY MANAGEMENT, INC
ADVANCE REALTY MANAGEMENT 401(K) PLAN
$3.6M · 34 participants
MUTUAL HOUSING CALIFORNIA
MUTUAL HOUSING CALIFORNIA 401K PLAN
$3.6M · 73 participants
THE TOBIN GROUP
THE TOBIN GROUP 401(K) PLAN
$3.6M · 145 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B