401(k) · DOL Form 5500 · 2022

Pease & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
21
Participants Small participant base
60th
Percentile by assets National rank
$379,104
Avg per participant High balance/head
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Official DOL plan name: Pease & Sons, Inc. Capital Accumulation Plan & Trust · Sponsored by Pease & Sons, Inc. · Washington · Construction

$8M in assets, 21 participants

Pease & Sons, Inc.'s Pease & Sons, Inc. Capital Accumulation Plan & Trust reported $8M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,944 in Construction (9,927 peers)

2022 asset change

Pease & Sons, Inc. Capital Accumulation Plan & Trust declined sharply 25.1% in 2022 ($11M → $8M) for 21 participants.

#5,944
in Construction (9,927 peers)
-25.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pease & Sons, Inc. Capital Accumulation Plan & Trust's mid-pack asset rank among Construction and all filers

Pease & Sons, Inc. Capital Accumulation Plan & Trust vs every filed plan by assets

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

$7,961,194 Top 40% higher than 60% 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

Pease & Sons, Inc. Capital Accumulation Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pease & Sons, Inc. Capital Accumulation Plan & Trust is a small filing (21 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 910730594 · Pease & Sons, Inc. PY 2022 · 401(k)

Pease & Sons, Inc. Capital Accumulation Plan & Trust · $8M · 21 · 60th

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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 Construction retirement plans → · Plans in Washington →

Pease & Sons, Inc. Capital Accumulation Plan & Trust in the asset neighbourhood

Pease & Sons, Inc. Capital Accumulation Plan & TrustPease & Sons, Inc. Capital A…$8MPryormorrow PC 401(k) Plan$8MCrypton, LLC 401(k) Plan$8MIntercon Construction 401(k) PlanIntercon Construction 401(k)…$8MGordon Brush Mfg. Co., Inc. Profit Sharing 401(k) PlanGordon Brush Mfg. Co., Inc. …$8M
End-of-year total assets ($M) among Pease & Sons, Inc. Capital Accumulation Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pease & Sons, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Pease & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 1.5524053301552507% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.96M $8.08M ▲ +1.5%
Year Plans Participants Total Assets
2022 1 21 $8M
2023 1 21 $9M
2024 1 12 $8M

2022 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN910730594
Plan Effective Date1965-02-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pease & Sons, Inc. Capital Accumulation Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Pease & Sons, Inc. Capital Accumulation Plan & Trust, Total assets ($B): 0.007961194 · Participants: 21Pease & Sons, Inc. Capital Accumulation Plan & TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Pease & Sons, Inc. Capital Accumulation Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants

Pease & Sons, Inc. Capital Accumulation Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Pryormorrow PC 401(k) Plan in MS ($8M); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); 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 Pease & Sons, Inc. Capital Accumulation Plan & Trust assets move in 2022?
Pease & Sons, Inc. Capital Accumulation Plan & Trust declined sharply - down 25.1% during 2022, from $11M to $8M. Reported net income was -$3M.
How have Pease & Sons, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pease & Sons, Inc.'s sponsor-wide assets grew 1.6%, from $8M to $8M.
Which 401(k) plans are similar in size to Pease & Sons, Inc. Capital Accumulation Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Pryormorrow PC 401(k) Plan in MS ($8M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Pease & Sons, Inc. Capital Accumulation Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants, N/A in assets).