Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#005)$98.5M
Filings through .
Top hat
H.O. Penn Machinery Company, Inc.
EIN 13-1158790Wholesale TradeLatest filing 2025
Plans
3
Retirement
2
$102.8M assets
Health & Benefits
1
$382K premiums
Participants
618
122 NOXON ROAD - POUGHKEEPSIE, NY 12603845-437-4086
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $102.8M assets / 354 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $382K premiums / 394 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$143K
- Other$134K
- Long-term disability$68K
- Vision$20K
- Short-term disability$17K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#005
H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST
401(k)
Assets$98.5M
Participants348
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
H.O. PENN MACHINERY CO., INC PENSION PLAN AND TRUST
401(k)
Assets$4.4M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
H. O. PENN MACHINERY COMPANY, INC. HEALTH AND WELFARE PLAN
Mixed - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
Premiums$382K
Covered lives394
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST | 401(k) | $98.5M | 348 | 2025 |
| #004 | H.O. PENN MACHINERY CO., INC PENSION PLAN AND TRUST | 401(k) | $4.4M | 6 | 2025 |
- #005 · 401(k) · 2025348
- #004 · 401(k) · 20256
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | H. O. PENN MACHINERY COMPANY, INC. HEALTH AND WELFARE PLAN | Mixed | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $382K | 394 | 2025 |
- #502 · Mixed · NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · 2025394
Retirement plans
Health & Benefits plans