401(k) · DOL Form 5500 · 2022
Pesi, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $90,785
- Avg per participant Below avg balance/head
Official DOL plan name: Pesi, Inc. Retirement Trust · Sponsored by Pesi, Inc. · Wisconsin · Educational Services
$14M in assets, 159 participants
Pesi, Inc.'s Pesi, Inc. Retirement Trust reported $14M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,185 in Educational Services (4,024 peers)
Coverage in Wisconsin
Pesi, Inc. Retirement Trust covers 159 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.
- #2,185
- in Educational Services (4,024 peers)
- -1.0%
- assets change YoY
The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pesi, Inc. Retirement Trust's outsized position by total assets
Pesi, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,434,794 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pesi, Inc. Retirement Trust 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. Pesi, Inc. Retirement Trust sits mid-pack in the medium band (159 participants).
Plan-year Form 5500 strip
Filing strip 263896894 · Pesi, Inc. PY 2022 · 401(k)
Pesi, Inc. Retirement Trust · $14M · 159 · 72nd
- 5500 $14M
- ASSETS 159
- PCT 72nd
- EIN 401(k)
- RANK near Howard Brown 401(k) Plan
- PHOTO ind #2185
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 Educational Services retirement plans → · Plans in Wisconsin →
Pesi, Inc. Retirement Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$143K |
| Employer EIN | 263896894 |
| Plan Effective Date | 2011-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pesi, Inc.)
Sponsor-wide plan assets over time
All Pesi, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $14M |
| 2023 | 1 | 182 | $20M |
| 2024 | 1 | 195 | N/A |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Pesi, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Howard Brown 401(k) Plan in IL ($14M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Howard Brown 401(k) Plan (IL) $14M · 633
- Cache Valley Bank Employee 401(k) Profit Sharing Plan (UT) $14M · 317
- Lanco Employees Retirement/ Profit Sharing Plan (ME) $14M · 176
- Farah and Farah, P.a. 401(k) Savings Plan (FL) $14M · 329
Similar participant headcount
Nearest other-state filings by covered participants (159 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.