401(k) · DOL Form 5500 · 2023

Pleatco Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
139
Participants Small participant base
26th
Percentile by assets National rank
$9,470
Avg per participant Low balance/head
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Official DOL plan name: Pleatco Holdings, LLC 401(k) and Profit Sharing Plan · Sponsored by Pleatco Holdings, LLC · Kentucky · Manufacturing

$1M in assets, 139 participants

Pleatco Holdings, LLC's Pleatco Holdings, LLC 401(k) and Profit Sharing Plan reported $1M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,214 in Manufacturing (18,722 peers)

Coverage in Kentucky

Pleatco Holdings, LLC 401(k) and Profit Sharing Plan covers 139 participants in Kentucky, about 21% of the average Kentucky filer (state average ~647 per filing). Assets: $1M.

#2,214
in Manufacturing (18,722 peers)
+15.5%
assets growth YoY

Pleatco Holdings, LLC 401(k) and Profit Sharing Plan among the smaller filed plans by assets

Pleatco Holdings, LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$1,316,307 26th percentile higher than 26% 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

Pleatco Holdings, LLC 401(k) and Profit Sharing 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. Pleatco Holdings, LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pleatco Holdings, LLC 401(k) and Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $177K in the plan year 2023 filing.
  • Pleatco Holdings, LLC 401(k) and Profit Sharing Plan reported participants fell from 178 in the plan year 2022 filing to 139 in the plan year 2023 filing.
  • Pleatco Holdings, LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 821884969 · Pleatco Holdings, LLC PY 2023 · 401(k)

Pleatco Holdings, LLC 401(k) and Profit Sharing Plan · $1M · 139 · 26th

  • TYPE $1M
  • TYPE 139
  • TYPE 26th
  • TYPE 401(k)
  • TYPE near D2 Services, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #2214

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 Manufacturing retirement plans → · Plans in Kentucky →

Pleatco Holdings, LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Pleatco Holdings, LLC 401(k) and Profit Sharing PlanPleatco Holdings, LLC 401(k)…$1MD2 Services, Inc. 401(k) Profit Sharing PlanD2 Services, Inc. 401(k) Pro…$1MHunt Enterprises 401(k) Plan$1MWoodhill Aviation 401(k) Plan$1MJri Holdings, Inc. 401(k) PlanJri Holdings, Inc. 401(k) Pl…$1M
End-of-year total assets ($M) among Pleatco Holdings, LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$177K
Employer EIN821884969
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pleatco Holdings, LLC)

Sponsor-wide plan assets over time

All Pleatco Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 10.307871473467028% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.14M $1.02M ▼ -10.5%
Year Plans Participants Total Assets
2022 1 178 $1M
2023 1 139 $1M
2024 1 92 $1M

Nearby 401(k) Plans in Kentucky

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

Pleatco Holdings, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Pleatco Holdings, LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.001316307 · Participants: 139Pleatco Holdings, LLC 401(k) and Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Pleatco Holdings, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Pleatco Holdings, LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Pleatco Holdings, LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is D2 Services, Inc. 401(k) Profit Sharing Plan in OR ($1M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Pleatco Holdings, LLC 401(k) and Profit Sharing Plan assets move in 2023? ▼
Pleatco Holdings, LLC 401(k) and Profit Sharing Plan grew sharply - up 15.5% during 2023, from $1M to $1M. Reported net income was $177K.
How have Pleatco Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pleatco Holdings, LLC's sponsor-wide assets declined 10.3%, from $1M to $1M.
Which 401(k) plans are similar in size to Pleatco Holdings, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is D2 Services, Inc. 401(k) Profit Sharing Plan in OR ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Pleatco Holdings, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 821884969.

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.