Penske Truck Leasing Co., L.P. 401(k) and pension plans

Penske Truck Leasing Co., L.P., Reading, PA. EIN 23-2518618. Annual reports 2009–2024. Also filed as Drummer Acquisition LLC; Black Horse Carriers, Inc.; Penske Truck Leasing Co. LP; Penske Truck Leasing Co., LP.

Penske Truck Leasing Co., L.P. has 7 active retirement plans on file. The largest is the Penske Cash Balance Benefit Plan, with 35,611 participants and $667 million in assets in 2024. Transamerica has been its administrator since 2020.

Active plans: 7
Participants: 75,541
Plan assets: $2.5 billion
401(k) recordkeeper: Principal
Plans on file: 10
Industry: Real estate

All 10 plans

Active plans first

Penske Cash Balance Benefit Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 014Employer EIN 23-2518618
Participants (2024): 35,611
Net assets (2024): $667 million
Administered by: Transamerica2020–2023
Plan administrator: Penske Truck Leasing Co., L.P.
Po Box 563, Route 10 Green Hills
Reading, PA 19603
(610) 775-6000As filed for 2024
In effect since: January 1, 1969

Plans merged into this one: Automotive Component Carrier, Inc. Pension Plan for Hourly Rate Employees (2019); Penske Cash Balance Plan (2019).

Year by year, 2020 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	35,611	$667 million	not listed
2023	31,544	$655 million	Transamerica
2022	26,108	$617 million	Transamerica
2021	24,432	$675 million	Transamerica
2020	24,433	$616 million	Transamerica

Penske Truck Leasing Co., L.P. Savings Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 23-2518618
Participants (2024): 19,361
Net assets (2024): $1.3 billion
Recordkeeper: PrincipalEarlier: Wells Fargo (2010–2019)
Plan administrator: Penske Truck Leasing Co., L.P.
P.O. Box 563, Route 10 Green Hills
Reading, PA 19603
(610) 775-6000As filed for 2024
In effect since: July 1, 1984

Earlier plan names: Penske Truck Leasing Inc. Co, LP Savings Retirement Plan; Penske Truck Leasing Co., LP Savings Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	19,361	$1.3 billion	Principal
2023	19,504	$1.2 billion	Principal
2022	16,870	$1.0 billion	Principal
2021	14,827	$1.2 billion	Principal
2020	13,803	$1.1 billion	Principal
2019	15,269	$963 million	Wells Fargo
2018	14,965	$817 million	Wells Fargo
2017	13,755	$852 million	Wells Fargo
2016	13,049	$739 million	Wells Fargo
2015	12,112	$690 million	Wells Fargo
2014	11,316	$693 million	Wells Fargo
2013	10,732	$663 million	Wells Fargo
2012	10,499	$560 million	Wells Fargo
2011	10,276	$507 million	Wells Fargo
2010	10,664	$498 million	Wells Fargo
2009	10,698	$473 million	not listed

Penske Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 012Employer EIN 23-2518618
Participants (2024): 13,779
Net assets (2024): $143 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2012–2019)
Plan administrator: Penske Truck Leasing Co., LP
P.O. Box 563, Route 10 Green HLS
Reading, PA 19603
(610) 775-6000As filed for 2024
In effect since: May 1, 1996

Plans merged into this one: Black Horse Carriers, Inc. 401K Retirement Savings Plan (2024).

Earlier plan names: Automotive Component Carrier, Inc. Personal Savings Plan for Hourly Rate Employees.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,779	$143 million	Principal
2023	12,916	$89.8 million	Principal
2022	9,576	$72.1 million	Principal
2021	8,634	$83.1 million	Principal
2020	9,277	$68.2 million	Principal
2019	8,882	$60.6 million	Wells Fargo
2018	7,592	$45.6 million	Wells Fargo
2017	5,884	$36.0 million	Wells Fargo
2016	5,518	$30.8 million	Wells Fargo
2015	3,903	$26.3 million	Wells Fargo
2014	3,215	$23.3 million	Wells Fargo
2013	2,995	$19.5 million	Wells Fargo
2012	2,091	$15.2 million	Wells Fargo
2011	1,763	$17.8 million	not listed
2010	2,639	$17.6 million	not listed
2009	2,085	$18.0 million	not listed

Penske Logistics Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 010Employer EIN 23-2518618
Participants (2024): 6,503
Net assets (2024): $360 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2010–2019)
Plan administrator: Penske Truck Leasing Co., LP
P.O. Box 563
Reading, PA 19603
(610) 775-6000As filed for 2024
In effect since: April 30, 1988

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,503	$360 million	Principal
2023	6,040	$313 million	Principal
2022	6,497	$266 million	Principal
2021	6,204	$323 million	Principal
2020	6,218	$288 million	Principal
2019	6,941	$247 million	Wells Fargo
2018	6,614	$201 million	Wells Fargo
2017	6,564	$209 million	Wells Fargo
2016	6,663	$182 million	Wells Fargo
2015	5,813	$171 million	Wells Fargo
2014	6,778	$171 million	Wells Fargo
2013	6,617	$160 million	Wells Fargo
2012	6,592	$134 million	Wells Fargo
2011	6,755	$119 million	Wells Fargo
2010	7,860	$122 million	Wells Fargo
2009	7,980	$119 million	not listed

Penske Truck Leasing Co., LP Hourly Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 008Employer EIN 23-2518618
Participants (2024): 166
Net assets (2024): $3.5 million
Plan administrator: Penske Truck Leasing Co., LP
2675 Morgantown Road
Reading, PA 19607
(610) 775-6000As filed for 2024
In effect since: July 1, 1984

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	166	$3.5 million	not listed
2020	202	$4.4 million	not listed
2019	203	$4.1 million	not listed
2018	210	$3.6 million	not listed
2017	222	$4.2 million	not listed
2016	225	$2.6 million	not listed
2015	233	$2.6 million	not listed
2014	240	$2.2 million	not listed
2013	268	$2.9 million	not listed
2012	278	$2.4 million	not listed
2011	278	$2.3 million	not listed
2010	277	$2.3 million	not listed
2009	280	$1.7 million	not listed

Penske Logistics 401(k) Plan for Collectively Bargained Employees

401(k)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 011Employer EIN 23-2518618
Participants (2024): 90
Net assets (2024): $213,292
Last listed recordkeeper: Ascensus2009–2022
Plan administrator: Penske Truck Leasing Co., L.P.
Route #10 Green Hills
Reading, PA 19603
(610) 797-6100As filed for 2024
In effect since: August 1, 1998

Earlier plan names: Penske Logistics, Inc. 401(k) Plan for Collectively Bargained Employees; Penske Logistics, Inc 401(k) Plan for Collectively Bargained Employees.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	90	$213,292	not listed
2023	92	$570,753	not listed
2022	62	$497,953	Ascensus
2021	161	$637,331	Ascensus
2020	164	$573,048	Ascensus
2019	168	$614,062	Ascensus
2018	172	$537,614	Ascensus
2017	176	$567,789	Ascensus
2016	180	$561,882	Ascensus
2015	185	$581,082	Ascensus
2014	203	$654,011	not listed
2013	210	$653,704	Ascensus
2012	220	$590,325	Ascensus
2011	284	$943,129	Ascensus
2010	502	$932,110	Ascensus
2009	385	$1.6 million	Ascensus

Ami Leasing 401K Plan

401(k)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 016Employer EIN 23-2518618
Participants (2024): 31
Net assets (2024): $2.2 million
Plan administrator: Drummer Acquisition LLC
Route 10-GREEN Hills, Po Box 563
Reading, PA 19603
(610) 775-6458As filed for 2024
In effect since: January 1, 1984

Earlier plan names: Ami Leasing 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	31	$2.2 million	not listed
2023	35	$1.9 million	not listed
2022	35	$1.5 million	not listed
2021	37	$2.2 million	not listed
2020	40	$2.7 million	not listed
2019	42	$2.2 million	not listed
2018	43	$1.9 million	not listed
2017	44	$2.0 million	not listed
2016	47	$1.8 million	not listed
2015	50	$2.3 million	not listed
2014	54	$2.6 million	not listed
2013	56	$2.4 million	not listed
2012	62	$2.1 million	not listed
2011	68	$2.4 million	not listed
2010	75	$2.7 million	not listed
2009	80	$2.5 million	not listed

Black Horse Carriers, Inc. 401K Retirement Savings Plan

401(k)Merged

Merged. In 2024 its assets moved to the Automotive Component Carrier, Inc. Personal Savings Plan for Hourly Rate Employees, sponsored by Penske Truck Leasing Co., L.P. (EIN 23-2518618, plan 012). Accounts moved with them, so that plan is the one to contact.

Plan number: 020Employer EIN 36-4284078
Participants (2023): 3,778
Net assets (2023): $41.3 million
Recordkeeper: Principal2009–2024
Plan administrator: Penske Truck Leasing Co., L.P.
P O Box 563
Reading, PA 19603
(630) 690-8900As filed for 2024
In effect since: August 1, 2000

Earlier sponsor: Black Horse Carriers, Inc. (2009–2021).

Earlier plan names: Black Horse Carriers, Inc. 401(k) Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	Principal
2023	3,778	$41.3 million	Principal
2022	4,017	$35.3 million	Principal
2021	3,772	$41.5 million	Principal
2020	3,464	$34.6 million	Principal
2019	3,435	$28.7 million	Principal
2018	2,893	$20.1 million	Principal
2017	2,661	$19.8 million	Principal
2016	2,309	$15.2 million	Principal
2015	1,870	$12.2 million	Principal
2014	1,229	$11.7 million	Principal
2013	1,065	$10.1 million	Principal
2012	917	$8.7 million	Principal
2011	794	$7.2 million	Principal
2010	766	$6.8 million	Principal
2009	754	$6.1 million	Principal

Automotive Component Carrier, Inc. Pension Plan for Hourly Rate Employees

Pension (defined benefit)Merged

Merged. In 2019 its assets moved to the Penske Cash Blanace Benefit Plan, sponsored by Penske Truck Leasing Co., L.P. (EIN 23-2518618, plan 014). Accounts moved with them, so that plan is the one to contact.

Plan number: 013Employer EIN 23-2518618
Participants (2018): 489
Net assets (2018): $24.9 million
Plan administrator: Penske Truck Leasing Co., LP
P.O. Box 563
Reading, PA 19603
(610) 775-6000As filed for 2019
In effect since: May 1, 1996

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	not listed
2018	489	$24.9 million	not listed
2017	491	$27.1 million	not listed
2016	493	$25.5 million	not listed
2015	496	$25.1 million	not listed
2014	497	$26.6 million	not listed
2013	497	$25.7 million	not listed
2012	502	$22.5 million	not listed
2011	502	$21.7 million	not listed
2010	502	$22.3 million	not listed
2009	503	$21.8 million	not listed

Penske Cash Balance Plan

Cash balance pensionMerged

Merged. In 2019 its assets moved to the Penske Cash Balance Benefit Plan, sponsored by Penske Truck Leasing Co., L.P. (EIN 23-2518618, plan 014). Accounts moved with them, so that plan is the one to contact.

Plan number: 009Employer EIN 23-2518618
Participants (2018): 20,684
Net assets (2018): $418 million
Administered by: Transamerica2009–2019
Plan administrator: Penske Truck Leasing Co., L.P.
Po Box 563, Route 10 Green Hills
Reading, PA 19603
(610) 775-6000As filed for 2019
In effect since: January 1, 1969

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	n/a	$0	Transamerica
2018	20,684	$418 million	Transamerica
2017	20,041	$418 million	Transamerica
2016	19,168	$342 million	Transamerica
2015	17,668	$344 million	Transamerica
2014	16,566	$373 million	Transamerica
2013	16,874	$382 million	Transamerica
2012	16,554	$330 million	Transamerica
2011	16,929	$296 million	Transamerica
2010	16,245	$256 million	Transamerica
2009	17,011	$236 million	Transamerica

If you had money in one of these plans

Call Principal (principal.com), which runs the Penske Truck Leasing Co., L.P. Savings Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((610) 775-6000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 10 plans

Penske Cash Balance Benefit Plan

Penske Truck Leasing Co., L.P. Savings Retirement Plan

Penske Retirement Savings Plan

Penske Logistics Retirement Savings Plan

Penske Truck Leasing Co., LP Hourly Pension Plan

Penske Logistics 401(k) Plan for Collectively Bargained Employees

Ami Leasing 401K Plan

Black Horse Carriers, Inc. 401K Retirement Savings Plan

Automotive Component Carrier, Inc. Pension Plan for Hourly Rate Employees

Penske Cash Balance Plan

If you had money in one of these plans

What these numbers are

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