Pella Corporation 401(k) Plan: Login, Facts & Contact Information

Pella Corporation 401(k) Plan Facts

Plan name
PELLA CORPORATION 401(K) SAVINGS PLAN
Plan type
401(k) and profit sharing
Plan sponsor
PELLA CORPORATION
Participants
13,325 (9,510 active employees)
Former employees with a balance
2,816
Plan assets
$1,224,152,190 at Nov 30, 2025
Average account balance
$100,555 across 12,174 accounts
Employer contributions
$22,879,142 in plan year 2024 (24% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Dec 1, 2024 – Nov 30, 2025
Plan established
Dec 1, 1952
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Dec 1, 2024 – Nov 30, 2025), filed Aug 20, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $96.8 million went into the plan in contributions, $22.9 million of it from the employer (24%).
  • $151.3 million was paid out to participants.
  • Investment and other income added $136.8 million.
  • Administrative expenses were $624,185, about $51 per account.

How the Pella Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20198,521$948.6 million$17.6 million$108.7 million
20209,250$1.04 billion$17.8 million$93.5 million
202110,276$897.2 million$23.0 million$109.0 million
202210,743$1.01 billion$27.4 million$82.7 million
202311,593$1.14 billion$22.2 million$152.2 million
202413,325$1.22 billion$22.9 million$151.3 million

Pella Corporation 401(k) Contact Information

Phone
641-621-1000
Mailing address
102 MAIN STREET, PELLA IA 502192147
Plan sponsor
PELLA CORPORATION
Employer identification number (EIN)
42-0497670
Plan number
001

Questions about the Pella Corporation 401(k)

Does Pella Corporation contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $22.9 million in employer contributions for plan year 2024.

Does the Pella Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Pella Corporation 401(k) plan?

13,325 participants at the start of plan year 2024, 9,510 of them active employees, and 2,816 former employees who still had money in the plan.

What is the average 401(k) balance at Pella Corporation?

About $100,555 per account: $1.22 billion in plan assets across 12,174 accounts with a balance at the end of plan year 2024.

Who manages the Pella Corporation 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Pella Corporation. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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