401(k) · DOL Form 5500 · 2022

Atkins & Pearce 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
255
Participants Below avg headcount
56th
Percentile by assets National rank
$25,325
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Atkins & Pearce 401 (K) Plan · Sponsored by Atkins & Pearce 401(k) Plan · Kentucky · Manufacturing

$6M in assets, 255 participants

Atkins & Pearce 401(k) Plan's Atkins & Pearce 401 (K) Plan reported $6M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #8,450 in Manufacturing (20,602 peers)

Coverage in Kentucky

Atkins & Pearce 401 (K) Plan covers 255 participants in Kentucky, about 39% of the average Kentucky filer (state average ~647 per filing). Assets: $6M.

#8,450
in Manufacturing (20,602 peers)
-12.9%
assets change YoY

The plan reported a net loss of $960K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Atkins & Pearce 401 (K) Plan's mid-pack asset rank among Manufacturing and all filers

Atkins & Pearce 401 (K) Plan vs every filed plan by assets

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

$6,457,971 Top 44% higher than 56% 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

Atkins & Pearce 401 (K) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atkins & Pearce 401 (K) Plan sits mid-pack in the medium band (255 participants).

Plan-year Form 5500 strip

Filing strip 611252163 · Atkins & Pearce 401(k) Plan PY 2022 · 401(k)

Atkins & Pearce 401 (K) Plan · $6M · 255 · 56th

  • 5500 $6M
  • 5500 255
  • 5500 56th
  • 5500 401(k)
  • 5500 near Next Door Savings & Retirement Plan
  • 5500 ind #8450

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 Manufacturing retirement plans → · Plans in Kentucky →

Atkins & Pearce 401 (K) Plan in the asset neighbourhood

Atkins & Pearce 401 (K) Plan$6MNext Door Savings & Retirement PlanNext Door Savings & Retireme…$6MBuesing Corp. 401(k) Profit Sharing PlanBuesing Corp. 401(k) Profit …$6MHyland Levin Shapiro LLP 401(k) Profit Sharing PlanHyland Levin Shapiro LLP 401…$6MCareer Group, Inc. Safe Harbor 401(k) PlanCareer Group, Inc. Safe Harb…$6M
End-of-year total assets ($M) among Atkins & Pearce 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$960K
Employer EIN611252163
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atkins & Pearce 401(k) Plan)

Sponsor-wide plan assets over time

All Atkins & Pearce 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$20M 25.99663099296277% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.9M $20M ▲ +26.0%
Year Plans Participants Total Assets
2022 2 345 $16M
2023 2 326 $18M
2024 2 258 $20M

Nearby 401(k) Plans in Kentucky

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

Atkins & Pearce 401 (K) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Atkins & Pearce 401 (K) Plan, Total assets ($B): 0.006457971 · Participants: 255Atkins & Pearce 401 (K) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Atkins & Pearce 401 (K) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Atkins & Pearce 401 (K) Plan side-by-side with 3 peers →

Atkins & Pearce 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Next Door Savings & Retirement Plan in WI ($6M); by covered participants it is Lincoln Manufacturing 401(k) Plan in TX (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Atkins & Pearce 401 (K) Plan assets move in 2022? ▼
Atkins & Pearce 401 (K) Plan pulled back noticeably - down 12.9% during 2022, from $7M to $6M. Reported net income was -$960K.
How have Atkins & Pearce 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atkins & Pearce 401(k) Plan's sponsor-wide assets grew 26.0%, from $16M to $20M.
Which 401(k) plans are similar in size to Atkins & Pearce 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Next Door Savings & Retirement Plan in WI ($6M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Atkins & Pearce 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lincoln Manufacturing 401(k) Plan in TX (255 participants, N/A 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 611252163.

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.