Profit Sharing · DOL Form 5500 · 2023

Pekajo Services, Inc Profit Sharing Plan

Data updated 2026-08-25

$338K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$112,811
Avg per participant Below avg balance/head
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Official DOL plan name: Pekajo Services Inc. Pension Transfer Trust Plan · Sponsored by Pekajo Services, Inc · South Carolina · Professional & Technical Services

$338K in assets, 3 participants

Pekajo Services, Inc's Pekajo Services Inc. Pension Transfer Trust Plan reported $338K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,272 in Professional & Technical Services (20,321 peers)

Pekajo Services, Inc multi-year trail

Pekajo Services, Inc's plans moved -33.4% in assets from 2022 to 2024; this filing shows Pekajo Services Inc. Pension Transfer Trust Plan at $338K / 3 participants.

#2,272
in Professional & Technical Services (20,321 peers)
-25.4%
assets change YoY

The plan reported a net loss of $115K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pekajo Services Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Pekajo Services Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$338,434 15th percentile higher than 15% 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

Pekajo Services Inc. Pension Transfer Trust 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. Pekajo Services Inc. Pension Transfer Trust Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pekajo Services Inc. Pension Transfer Trust Plan reported net income fell from -$23K in the plan year 2022 filing to -$115K in the plan year 2023 filing.
  • Pekajo Services Inc. Pension Transfer Trust Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Pekajo Services Inc. Pension Transfer Trust Plan end-of-year assets fell from $453K in the plan year 2022 filing to $338K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453817461 · Pekajo Services, Inc PY 2023 · Profit Sharing

Pekajo Services Inc. Pension Transfer Trust Plan · $338K · 3 · 15th

  • SCH $338K
  • EBSA 3
  • PART 15th
  • TYPE Profit Sharing
  • NET near Haru Haru Inc. Retirement Plan
  • BOOK ind #2272

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 South Carolina →

Pekajo Services Inc. Pension Transfer Trust Plan in the asset neighbourhood

Pekajo Services Inc. Pension Transfer Trust PlanPekajo Services Inc. Pension…$338KHaru Haru Inc. Retirement PlanHaru Haru Inc. Retirement Pl…$339KBlas Family Enterprises, Inc. Retirement PlanBlas Family Enterprises, Inc…$339KPyxida Retirement Plan$338KLivmax, Inc. Retirement Plan$339K
End-of-year total assets ($M) among Pekajo Services Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pekajo Services, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Pekajo Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$302K 33.3633256147315% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M$0.5M 202220232024 $0.45M $0.3M ▼ -33.3%
Year Plans Participants Total Assets
2022 1 2 $453K
2023 1 3 $338K
2024 1 2 $302K

Pekajo Services, Inc filing trail (2023)

Total Assets (Beginning of Year)$453K
Net Assets (End of Year)$338K
Net Income-$115K
Employer EIN453817461
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

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

Pekajo Services Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Pekajo Services Inc. Pension Transfer Trust Plan, Total assets ($B): 0.000338434 · Participants: 3Pekajo Services Inc. Pension Transfer Trust PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.879344092 · Participants: 28745Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.756341776 · Participants: 2510Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.221764297 · Participants: 2301Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.215941695 · Participants: 1515Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.044780532 · Participants: 197Usc School of Medicine Educational Trust Retirement Plan
Pekajo Services Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants

Pekajo Services Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Haru Haru Inc. Retirement Plan in NJ ($339K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($338K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Pekajo Services Inc. Pension Transfer Trust Plan assets move in 2023?
Pekajo Services Inc. Pension Transfer Trust Plan declined sharply - down 25.4% during 2023, from $453K to $338K. Reported net income was -$115K.
How have Pekajo Services, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Pekajo Services, Inc's sponsor-wide assets declined 33.4%, from $453K to $302K.
Where does Pekajo Services Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers?
Pekajo Services Inc. Pension Transfer Trust Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Pekajo Services Inc. Pension Transfer Trust Plan?
Among Profit Sharing plans in other states, the closest by assets is Haru Haru Inc. Retirement Plan in NJ ($339K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Pekajo Services Inc. Pension Transfer Trust Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).