401(k) · DOL Form 5500 · 2023

Peaberry Software, Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 133
Participants Small participant base: 52nd
Percentile by assets National rank: $55,724
Avg per participant Low balance/head

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Official DOL plan name: Peaberry Software, Inc. Retirement Trust · Sponsored by Peaberry Software, Inc · Oregon · Professional & Technical Services

$7M in assets, 133 participants

Peaberry Software, Inc's Peaberry Software, Inc. Retirement Trust reported $7M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

#10,279 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Peaberry Software, Inc. Retirement Trust covers 133 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $7M.

#10,279
in Professional & Technical Services (20,321 peers): +106.8%
assets growth YoY

Peaberry Software, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Peaberry Software, Inc. Retirement Trust vs every filed plan by assets

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

$7,411,318 Top 48% higher than 52% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Peaberry Software, Inc. Retirement Trust 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. Peaberry Software, Inc. Retirement Trust sits mid-pack in the medium band (133 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 454421845 · Peaberry Software, Inc PY 2023 · 401(k)

Peaberry Software, Inc. Retirement Trust · $7M · 133 · 52nd

ASSETS $7M
PCT 133
EIN 52nd
RANK 401(k)
PHOTO near Jmgt, LLC 401(k) Plan
IND ind #10279

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 Oregon →

End-of-year total assets ($M) among Peaberry Software, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$7M
Net Income	$4M
Employer EIN	454421845
Plan Effective Date	2018-10-09
Filing Status	FILING RECEIVED

Sponsor Plan History (Peaberry Software, Inc)

Latest sponsor-wide plan assets: $12M 57.41483498616575% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	133	$7M
2024	1	158	$12M

Nearby 401(k) Plans in Oregon

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

Peaberry Software, Inc. Retirement Trust vs. nearby 401(k) plans in Oregon, assets vs. participants

401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
Xpo Logistics Retirement Savings Plan $1.8B · 6,189
Pacificorp K Plus Employee Savings Plan $1.6B · 4,968

Compare Peaberry Software, Inc. Retirement Trust side-by-side with 3 peers →

Peaberry Software, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Jmgt, LLC 401(k) Plan in FL ($7M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Jmgt, LLC 401(k) Plan (FL) $7M · 1,063
Ntvi Federal, Inc. 401(k) Plan (VA) $7M · 19
Kanaway Seafoods, Inc. Employee 401(k) Retirement Plan (WA) $7M · 114
Wollam Construction Company, LLC 401(k) Profit Sharing Plan (UT) $7M · 54

Similar participant headcount

Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.

Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust (CO) 133 · 0 off
Alta Cima Corp 401(k) Plan (AZ) 133 · 0 off
Budney Overhaul & Repair, Ltd Employee Retirement Plan (CT) 133 · 0 off
Thomas Precision Machining, Inc. Employees' 401(k) Profit Sharing Plan & Trust (WI) 133 · 0 off

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 Peaberry Software, Inc. Retirement Trust assets move in 2023? ▼

Peaberry Software, Inc. Retirement Trust surged - up 106.8% during 2023, from $4M to $7M. Reported net income was $4M.

How have Peaberry Software, Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Peaberry Software, Inc's sponsor-wide assets grew 57.4%, from $7M to $12M.

Which 401(k) plans are similar in size to Peaberry Software, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Jmgt, LLC 401(k) Plan in FL ($7M, 1,063 participants).

Which 401(k) plans cover a similar participant headcount to Peaberry Software, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A 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 454421845.