401(k) · DOL Form 5500 · 2023
Pai Trust Company, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 57
- Participants Small participant base
Official DOL plan name: Baker Tilly Wealth Management Pep · Sponsored by Pai Trust Company, Inc. · South Dakota · Professional & Technical Services
N/A in assets, 57 participants
Pai Trust Company, Inc.'s Baker Tilly Wealth Management Pep reported N/A in total assets and 57 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Baker Tilly Wealth Management Pep holds N/A for 57 participants.
- $183K
- reported net income
Baker Tilly Wealth Management Pep among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker Tilly Wealth Management Pep is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baker Tilly Wealth Management Pep reported participants rose from 49 in the plan year 2022 filing to 57 in the plan year 2023 filing.
- Baker Tilly Wealth Management Pep reported net income fell from $211K in the plan year 2022 filing to $183K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 453950067 · Pai Trust Company, Inc. PY 2023 · 401(k)
Baker Tilly Wealth Management Pep · N/A · 57
- BOOK N/A
- BOOK 57
- BOOK PY 2023
- BOOK 401(k)
- BOOK near The Herjavec Group Corp 401(k) Plan
- BOOK $183K
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 Professional & Technical Services retirement plans → · Plans in South Dakota →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $471K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $183K |
| Employer EIN | 453950067 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pai Trust Company, Inc.)
Sponsor-wide plan assets over time
All Pai Trust Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $471K |
| 2023 | 1 | 57 | N/A |
Nearby 401(k) Plans in South Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Black Hills Corporation 401(k) Retirement Savings Plan $727M · 2,972
- Good Samaritan Society 401(k) Plan $254M · 12,894
- Daktronics, Inc. 401(k) Plan $235M · 2,254
- Poet 401(k) Plan $219M · 2,254
- Premier 401(k) Plan $216M · 1,913
Baker Tilly Wealth Management Pep's closest out-of-state 401(k) peers by headcount
Outside South Dakota, the nearest 401(k) by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 participants; this filing: 57 participants).
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- The Herjavec Group Corp 401(k) Plan (CA) 57 · 0 off
- Gallagher Asphalt Corporation Employees' Profit Sharing Plan (IL) 57 · 0 off
- Kwik Goal Ltd. 401(k) Plan (PA) 57 · 0 off
- Dalco Industries, Inc. 401(k) Plan (MO) 57 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.