401(k) · DOL Form 5500 · 2023

Pete Lien & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
361
Participants Below avg headcount
86th
Percentile by assets National rank
$138,628
Avg per participant Near avg balance/head
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Official DOL plan name: Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan · Sponsored by Pete Lien & Sons, Inc. · South Dakota · Mining & Oil Extraction

$50M in assets, 361 participants

Pete Lien & Sons, Inc.'s Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan reported $50M in total assets and 361 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #588 in Mining & Oil Extraction (811 peers)

Where Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan sits by assets

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 361 participants (~$138,628/participant), up 12.9% in 2023.

#588
in Mining & Oil Extraction (811 peers)
+12.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan's outsized position by total assets

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

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

$50,044,562 Top 14% higher than 86% 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

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan sits mid-pack in the medium band (361 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan reported participants rose from 348 in the plan year 2022 filing to 361 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 460271589 · Pete Lien & Sons, Inc. PY 2023 · 401(k)

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan · $50M · 361 · 86th

  • BOY $50M
  • SCH 361
  • EBSA 86th
  • PART 401(k)
  • TYPE near Posillico 401(k) Profit Sharing Plan
  • NET ind #588

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 Mining & Oil Extraction retirement plans → · Plans in South Dakota →

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood

Posillico 401(k) Profit Sharing PlanPosillico 401(k) Profit Shar…$50MPete Lien & Sons, Inc. Profit Sharing/401(k) PlanPete Lien & Sons, Inc. Profi…$50MTriangle Chemical Profit Sharing 401(k) PlanTriangle Chemical Profit Sha…$50MMinn-Dak Farmers Cooperative 401(k) Salary Reduction Plan & TrustMinn-Dak Farmers Cooperative…$50MNorthwinds Technology Solutions Retirement PlanNorthwinds Technology Soluti…$50M
End-of-year total assets ($M) among Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$50M
Net Income$6M
Employer EIN460271589
Plan Effective Date1969-05-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Pete Lien & Sons, Inc.)

Sponsor-wide plan assets over time

All Pete Lien & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 29.397475519562295% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.3M $57.3M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 348 $44M
2023 1 361 $50M
2024 1 396 $57M

Nearby 401(k) Plans in South Dakota

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

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan, Total assets ($M): 50.044562 · Participants: 361Pete Lien & Sons, Inc. Profit Sharing/401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan side-by-side with 3 peers →

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Posillico 401(k) Profit Sharing Plan in NY ($50M); by covered participants it is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan assets move in 2023? ▼
Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan grew at a solid clip - up 12.9% during 2023, from $44M to $50M. Reported net income was $6M.
How have Pete Lien & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pete Lien & Sons, Inc.'s sponsor-wide assets grew 29.4%, from $44M to $57M.
Where does Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Posillico 401(k) Profit Sharing Plan in NY ($50M, 259 participants).
Which 401(k) plans cover a similar participant headcount to Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants, $4M 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 460271589.

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.