Assets by plan
Share of aggregate retirement assets
Filings through .
Penn Engineering & Manufacturing
EIN 23-0951065machineryLatest filing 2025
Plans
5
Retirement
2
$195.5M assets
Health & Benefits
3
$2.1M premiums
Participants
4,572
5190 OLD EASTON ROAD - DANBORO, PA 189161000215-766-8853penntoolgroup.comLinkedIn1001-5000 employeesmachinery
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $195.5M assets / 1,634 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$176.6M
- WILMINGTON TRUST$18.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $2.1M premiums / 2,577 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$658K
- Short-term disability$642K
- Long-term disability$275K
- Life$252K
- Other$252K
- Health$171K
- +1 more
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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#002
PENN ENGINEERING 401(K) PLAN
401(k)
Assets$176.6M
Participants1,260
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
PENN ENGINEERING PENSION PLAN
Cash balance
Assets$18.8M
Participants374
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PENN ENGINEERING & MFG. CORP. EMPLOYEE HEALTH PLAN
Fully insured - STANDARD INSURANCE COMPANY
Premiums$1.5M
Covered lives1,314
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
PENN ENGINEERING & MFG. CORP. DISABILITY PLAN
Fully insured - STANDARD INSURANCE COMPANY
Premiums$275K
Covered lives363
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
PENN ENGINEERING & MFG. CORP. GROUP LIFE PLAN
Fully insured - STANDARD INSURANCE COMPANY
Premiums$252K
Covered lives900
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PENN ENGINEERING 401(K) PLAN | 401(k) | $176.6M | 1,260 | 2025 |
| #001 | PENN ENGINEERING PENSION PLAN | Cash balance | $18.8M | 374 | 2025 |
- PENN ENGINEERING 401(K) PLAN$176.6M#002 · 401(k) · 20251,260
- #001 · Cash balance · 2025374
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PENN ENGINEERING & MFG. CORP. EMPLOYEE HEALTH PLAN | Fully insured | STANDARD INSURANCE COMPANY | $1.5M | 1,314 | 2025 |
| #503 | PENN ENGINEERING & MFG. CORP. DISABILITY PLAN | Fully insured | STANDARD INSURANCE COMPANY | $275K | 363 | 2025 |
| #502 | PENN ENGINEERING & MFG. CORP. GROUP LIFE PLAN | Fully insured | STANDARD INSURANCE COMPANY | $252K | 900 | 2025 |
- #501 · Fully insured · STANDARD INSURANCE COMPANY · 20251,314
- #503 · Fully insured · STANDARD INSURANCE COMPANY · 2025363
- #502 · Fully insured · STANDARD INSURANCE COMPANY · 2025900
Retirement plans
Health & Benefits plans