Penn Entertainment, Inc. 401(K) Plan — Form 5500 plan (Penn Entertainment, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Penn Entertainment, Inc. 401(K) Plan is a benefit plan reported by Penn Entertainment, Inc. under EIN 23-2234473 and plan number 001. The latest loaded filing year is 2023. The filing reports 28,754 participants and $609,160,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penn Entertainment, Inc.
- EIN
- 23-2234473
- Plan number
- 001
- Plan type
- 2
- Location
- Wyomissing, PA
- Latest filing year
- 2023
- Participants
- 28,754
- End-of-year plan assets
- $609,160,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28,754 | H, C | 20241003094228NAL0016782448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $609,160,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $609,160,530
- Net assets (BOY)
- $546,384,224
Income & contributions
- Employer contributions
- $15,657,754
- Participant contributions
- $39,430,702
- Total contributions
- $59,224,215
- Total income / additions
- $158,781,847
Expenses & distributions
- Benefits paid
- $94,930,806
- Administrative expenses
- $1,046,142
- Total expenses
- $96,005,541
- Net increase / (decrease)
- $62,776,306
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $492,712 | $0 | 2023 |
| Empower Annuity Insurance Co. | NONE | $403,943 | $0 | 2023 |
| Raymond James & Associates Inc | NONE | $65,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penn Entertainment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wyomissing, PA
- Principal Life Insurance Company — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Raymond James & Associates Inc — Schedule C compensation