401(k) · DOL Form 5500 · 2023

Pearson Adair & Co. LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
10
Participants Small participant base
56th
Percentile by assets National rank
$900,738
Avg per participant High balance/head
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Official DOL plan name: Pearson Adair & Company Retirement Plan · Sponsored by Pearson Adair & Co. LLC · Texas · Professional & Technical Services

$9M in assets, 10 participants

Pearson Adair & Co. LLC's Pearson Adair & Company Retirement Plan reported $9M in total assets and 10 participants in its 2023 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.

  • #11,130 in Professional & Technical Services (20,321 peers)

Pearson Adair & Co. LLC multi-year trail

Pearson Adair & Co. LLC's plans moved +52.9% in assets from 2022 to 2024; this filing shows Pearson Adair & Company Retirement Plan at $9M / 10 participants.

#11,130
in Professional & Technical Services (20,321 peers)
+29.4%
assets growth YoY

Pearson Adair & Company Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pearson Adair & Company Retirement Plan vs every filed plan by assets

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

$9,007,381 Top 44% higher than 56% 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

Pearson Adair & Company Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pearson Adair & Company Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pearson Adair & Company Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pearson Adair & Company Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Pearson Adair & Company Retirement Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 475616070 · Pearson Adair & Co. LLC PY 2023 · 401(k)

Pearson Adair & Company Retirement Plan · $9M · 10 · 56th

  • PCT $9M
  • EIN 10
  • RANK 56th
  • PHOTO 401(k)
  • IND near Aadvantage Inc. 401(k) Plan
  • EOY ind #11130

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 Texas →

Pearson Adair & Company Retirement Plan in the asset neighbourhood

Pearson Adair & Company Retirement PlanPearson Adair & Company Reti…$9MAadvantage Inc. 401(k) Plan$9MLord & Sons, Inc. 401(k) Plan$9MBueno Beverage Company 401(k) Profit Sharing PlanBueno Beverage Company 401(k…$9MCommunity Services & Employment Training, Inc. Retirement PlanCommunity Services & Employm…$9M
End-of-year total assets ($M) among Pearson Adair & Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pearson Adair & Co. LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pearson Adair & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 52.91760919165112% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.96M $10.7M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 9 $7M
2023 1 10 $9M
2024 1 11 $11M

Pearson Adair & Co. LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN475616070
Plan Effective Date2016-12-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Pearson Adair & Company Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pearson Adair & Company Retirement Plan, Total assets ($B): 0.009007381 · Participants: 10Pearson Adair & Company Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Pearson Adair & Company Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Pearson Adair & Company Retirement Plan side-by-side with 3 peers →

Pearson Adair & Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Aadvantage Inc. 401(k) Plan in PA ($9M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); 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 Pearson Adair & Company Retirement Plan assets move in 2023? ▼
Pearson Adair & Company Retirement Plan grew sharply - up 29.4% during 2023, from $7M to $9M. Reported net income was $2M.
How have Pearson Adair & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pearson Adair & Co. LLC's sponsor-wide assets grew 52.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Pearson Adair & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aadvantage Inc. 401(k) Plan in PA ($9M, 632 participants).
Which 401(k) plans cover a similar participant headcount to Pearson Adair & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 475616070.

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.