Defined Benefit (Pension) · DOL Form 5500 · 2023

Atkins & Pearce, Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
84
Participants Small participant base
60th
Percentile by assets National rank
$129,960
Avg per participant Near avg balance/head
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Official DOL plan name: Atkins & Pearce Retirement Plan · Sponsored by Atkins & Pearce, Inc. · Kentucky · Manufacturing

$11M in assets, 84 participants

Atkins & Pearce, Inc.'s Atkins & Pearce Retirement Plan reported $11M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,809 in Manufacturing (18,722 peers)

Atkins & Pearce, Inc. multi-year trail

Atkins & Pearce, Inc.'s plans moved +26.0% in assets from 2022 to 2024; this filing shows Atkins & Pearce Retirement Plan at $11M / 84 participants.

#8,809
in Manufacturing (18,722 peers)
+15.9%
assets growth YoY

Atkins & Pearce Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Atkins & Pearce Retirement Plan vs every filed plan by assets

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

$10,916,645 Top 40% higher than 60% 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

Atkins & Pearce Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atkins & Pearce Retirement Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Atkins & Pearce Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Atkins & Pearce Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Atkins & Pearce Retirement Plan reported participants fell from 90 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611252163 · Atkins & Pearce, Inc. PY 2023 · Defined Benefit (Pension)

Atkins & Pearce Retirement Plan · $11M · 84 · 60th

  • EOY $11M
  • EOY 84
  • EOY 60th
  • EOY Defined Benefit (Pension)
  • EOY near Arc International Salaried Pension Plan
  • EOY ind #8809

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 →

Atkins & Pearce Retirement Plan in the asset neighbourhood

General Refractories Company Pension Plan for Salaried EmployeesGeneral Refractories Company…$11MSecurity Lock Distributors, Inc. Cash Balance PlanSecurity Lock Distributors, …$11MArc International Salaried Pension PlanArc International Salaried P…$11MAtkins & Pearce Retirement PlanAtkins & Pearce Retirement P…$11MRetirement Plan for Bargaining-Unit Employees of Elementis Pigments Inc.Retirement Plan for Bargaini…$11M
End-of-year total assets ($M) among Atkins & Pearce Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Atkins & Pearce, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Atkins & Pearce, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 25.99663099296277% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.9M $20M ▲ +26.0%
Year Plans Participants Total Assets
2022 2 345 $16M
2023 2 326 $18M
2024 2 258 $20M

Atkins & Pearce, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN611252163
Plan Effective Date1974-05-10
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Atkins & Pearce Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Atkins & Pearce Retirement Plan, Total assets ($B): 0.010916645 · Participants: 84Atkins & Pearce Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Atkins & Pearce Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Atkins & Pearce Retirement Plan side-by-side with 3 peers →

Atkins & Pearce Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Arc International Salaried Pension Plan in NJ ($11M); by covered participants it is Chemung Canal Trust Company Pension Plan in NY (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Atkins & Pearce Retirement Plan assets move in 2023? ▼
Atkins & Pearce Retirement Plan grew sharply - up 15.9% during 2023, from $9M to $11M. Reported net income was $1M.
How have Atkins & Pearce, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atkins & Pearce, Inc.'s sponsor-wide assets grew 26.0%, from $16M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Atkins & Pearce Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Arc International Salaried Pension Plan in NJ ($11M, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Atkins & Pearce Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chemung Canal Trust Company Pension Plan in NY (84 participants, $47M 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 611252163.

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.