Profit Sharing · DOL Form 5500 · 2022

Pechman Investments LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Pechman Investments LLC Profit Sharing Plan and Trust · Sponsored by Pechman Investments LLC · Wisconsin · Healthcare & Social Assistance

$2M in assets, 1 participants

Pechman Investments LLC's Pechman Investments LLC Profit Sharing Plan and Trust reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,864 in Healthcare & Social Assistance (20,060 peers)

Pechman Investments LLC multi-year trail

Pechman Investments LLC's plans moved +20.0% in assets from 2022 to 2024; this filing shows Pechman Investments LLC Profit Sharing Plan and Trust at $2M / 1 participant.

#6,864
in Healthcare & Social Assistance (20,060 peers)
-17.1%
assets change YoY

The plan reported a net loss of $400K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pechman Investments LLC Profit Sharing Plan and Trust among the smaller filed plans by assets

Pechman Investments LLC Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,945,127 33rd percentile higher than 33% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pechman Investments LLC Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pechman Investments LLC Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 260730553 · Pechman Investments LLC PY 2022 · Profit Sharing

Pechman Investments LLC Profit Sharing Plan and Trust · $2M · 1 · 33rd

  • BOOK $2M
  • BOOK 1
  • BOOK 33rd
  • BOOK Profit Sharing
  • BOOK near Airport Shoppes and Hotel Corp. Retirement Plan
  • BOOK ind #6864

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Pechman Investments LLC Profit Sharing Plan and Trust in the asset neighbourhood

Pechman Investments LLC Profit Sharing Plan and TrustPechman Investments LLC Prof…$2MAirport Shoppes and Hotel Corp. Retirement PlanAirport Shoppes and Hotel Co…$2MElectro-Spec, Inc. Profit Sharing Plan &trustElectro-Spec, Inc. Profit Sh…$2MC D Healthcare Profit Sharing Plan and TrustC D Healthcare Profit Sharin…$2MProfit Sharing Plan$2M
End-of-year total assets ($M) among Pechman Investments LLC Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pechman Investments LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pechman Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.979055352169805% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.95M $2.33M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Pechman Investments LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$400K
Employer EIN260730553
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pechman Investments LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Pechman Investments LLC Profit Sharing Plan and Trust, Total assets ($B): 0.001945127 · Participants: 1Pechman Investments LLC Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Pechman Investments LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Pechman Investments LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Pechman Investments LLC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Airport Shoppes and Hotel Corp. Retirement Plan in PR ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pechman Investments LLC Profit Sharing Plan and Trust assets move in 2022? ▼
Pechman Investments LLC Profit Sharing Plan and Trust declined sharply - down 17.1% during 2022, from $2M to $2M. Reported net income was -$400K.
How have Pechman Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pechman Investments LLC's sponsor-wide assets grew 20.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Pechman Investments LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Airport Shoppes and Hotel Corp. Retirement Plan in PR ($2M, 146 participants).
Which Profit Sharing plans cover a similar participant headcount to Pechman Investments LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260730553.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.