Defined Benefit (Pension) · DOL Form 5500 · 2022

Atkins & Pearce, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
90
Participants Small participant base
64th
Percentile by assets National rank
$104,670
Avg per participant Below avg balance/head
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Official DOL plan name: Atkins & Pearce Retirement Plan · Sponsored by Atkins & Pearce, Inc. · Kentucky · Manufacturing

$9M in assets, 90 participants

Atkins & Pearce, Inc.'s Atkins & Pearce Retirement Plan reported $9M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #10,443 in Manufacturing (20,602 peers)

Atkins & Pearce, Inc. multi-year trail

Atkins & Pearce, Inc.'s plans moved +26.0% in assets from 2022 to 2024; this filing shows Atkins & Pearce Retirement Plan at $9M / 90 participants.

#10,443
in Manufacturing (20,602 peers)
-18.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Atkins & Pearce Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Atkins & Pearce Retirement Plan vs every filed plan by assets

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

$9,420,298 Top 36% higher than 64% 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 Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atkins & Pearce Retirement Plan is a small filing (90 participants) on this national headcount ladder.

DOL schedule card

Filing strip 611252163 · Atkins & Pearce, Inc. PY 2022 · Defined Benefit (Pension)

Atkins & Pearce Retirement Plan · $9M · 90 · 64th

  • BOOK $9M
  • VS-ST 90
  • BOY 64th
  • SCH Defined Benefit (Pension)
  • EBSA near Pension Plan for Hourly Rate Employees of Performance Pipe at Bloomfield & Fairfield, Iowa
  • PART ind #10443

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 Retirement Plan in the asset neighbourhood

Atkins & Pearce Retirement PlanAtkins & Pearce Retirement P…$9MPension Plan for Hourly Rate Employees of Performance Pipe at Bloomfield & Fairfield, IowaPension Plan for Hourly Rate…$9MCancer Partners of Nebraska Cash Balance PlanCancer Partners of Nebraska …$9MSugar River Bank Pension Plan$9MOregon Processors Seasonal Employees Pension PlanOregon Processors Seasonal E…$9M
End-of-year total assets ($M) among Atkins & Pearce Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Atkins & Pearce, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Atkins & Pearce, Inc. 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

Atkins & Pearce, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN611252163
Plan Effective Date1974-05-10
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Atkins & Pearce Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Atkins & Pearce Retirement Plan, Total assets ($B): 0.009420298 · Participants: 90Atkins & Pearce Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Atkins & Pearce Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants

Atkins & Pearce Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Pension Plan for Hourly Rate Employees of Performance Pipe at Bloomfield & Fairfield, Iowa in TX ($9M); by covered participants it is Exchangeright Real Estate, LLC Cash Balance Plan in CA (90 participants). Same-state nearby plans are listed separately above.

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 Retirement Plan assets move in 2022?
Atkins & Pearce Retirement Plan declined sharply - down 18.9% during 2022, from $12M to $9M. Reported net income was -$2M.
How have Atkins & Pearce, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Atkins & Pearce, Inc.'s sponsor-wide assets grew 26.0%, from $16M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Atkins & Pearce Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Hourly Rate Employees of Performance Pipe at Bloomfield & Fairfield, Iowa in TX ($9M, 54 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Atkins & Pearce Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Exchangeright Real Estate, LLC Cash Balance Plan in CA (90 participants, $5M in assets).