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
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
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.
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 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
| 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 EIN | 453817461 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Prisma Health Retirement Savings Plan $1.9B · 28,745
- Uma Retirement Plan $756M · 2,510
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $222M · 2,301
- Scansource, Inc. 401(k) Plan $216M · 1,515
- Usc School of Medicine Educational Trust Retirement Plan $45M · 197
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).
- Haru Haru Inc. Retirement Plan (NJ) $339K · 2
- Blas Family Enterprises, Inc. Retirement Plan (MO) $339K · 5
- Pyxida Retirement Plan (NY) $338K · 2
- Livmax, Inc. Retirement Plan (VA) $339K · N/A
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.