Profit Sharing · DOL Form 5500 · 2023

Pechman Investments LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Pechman Investments LLC Profit Sharing Plan and Trust · Sponsored by Pechman Investments LLC · Wisconsin · Healthcare & Social Assistance

$2M in assets, 1 participants

Pechman Investments LLC's Pechman Investments LLC Profit Sharing Plan and Trust reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,418 in Healthcare & Social Assistance (17,684 peers)

Pechman Investments LLC multi-year trail

Pechman Investments LLC's plans moved +20.0% in assets from 2022 to 2024; this filing shows Pechman Investments LLC Profit Sharing Plan and Trust at $2M / 1 participant.

#5,418
in Healthcare & Social Assistance (17,684 peers)
+12.6%
assets growth YoY

Pechman Investments LLC Profit Sharing Plan and Trust among the smaller filed plans by assets

Pechman Investments LLC Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,189,635 31st percentile higher than 31% of 127,068 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 2023

Pechman Investments LLC Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pechman Investments LLC Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pechman Investments LLC Profit Sharing Plan and Trust reported net income rose from -$400K in the plan year 2022 filing to $245K in the plan year 2023 filing.
  • Pechman Investments LLC Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260730553 · Pechman Investments LLC PY 2023 · Profit Sharing

Pechman Investments LLC Profit Sharing Plan and Trust · $2M · 1 · 31st

  • EBSA $2M
  • EBSA 1
  • EBSA 31st
  • EBSA Profit Sharing
  • EBSA near P/S Plan of Dynamic Door Service, Inc.
  • EBSA ind #5418

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Pechman Investments LLC Profit Sharing Plan and Trust in the asset neighbourhood

Pechman Investments LLC Profit Sharing Plan and TrustPechman Investments LLC Prof…$2MP/S Plan of Dynamic Door Service, Inc.P/S Plan of Dynamic Door Ser…$2MWilliam S Wood Jr$2MKyle S. Christensen, D.D.S., P.C. Profit Sharing PlanKyle S. Christensen, D.D.S.,…$2MMorris Nilsen Funeral Chapel Inc Profit Sharing PlanMorris Nilsen Funeral Chapel…$2M
End-of-year total assets ($M) among Pechman Investments LLC Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pechman Investments LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pechman Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.979055352169805% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.95M $2.33M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Pechman Investments LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$245K
Employer EIN260730553
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pechman Investments LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Pechman Investments LLC Profit Sharing Plan and Trust, Total assets ($B): 0.002189635 · Participants: 1Pechman Investments LLC Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Pechman Investments LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Pechman Investments LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Pechman Investments LLC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is P/S Plan of Dynamic Door Service, Inc. in IL ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pechman Investments LLC Profit Sharing Plan and Trust assets move in 2023? ▼
Pechman Investments LLC Profit Sharing Plan and Trust grew at a solid clip - up 12.6% during 2023, from $2M to $2M. Reported net income was $245K.
How have Pechman Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pechman Investments LLC's sponsor-wide assets grew 20.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Pechman Investments LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is P/S Plan of Dynamic Door Service, Inc. in IL ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Pechman Investments LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260730553.

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.