ATKINS & PEARCE RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ATKINS & PEARCE, INC.
This Defined Benefit (Pension) plan holds $11M in total assets and serves 84 participants as of 2023. It is sponsored by ATKINS & PEARCE, INC. in Kentucky. The plan reported positive net income of $1M for the year.
What the Filing Says About ATKINS & PEARCE RETIREMENT PLAN
ATKINS & PEARCE RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by ATKINS & PEARCE, INC., headquartered in Kentucky. As of the 2023 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 84 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 611252163, and the plan has been effective since 1974-05-10. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $9M at the beginning of 2023 to $11M at year-end — a gain of 15.9%. Net assets (after liabilities) closed the year at $11M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $9M |
| Total Assets (End of Year) | $11M |
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 611252163 |
| Plan Effective Date | 1974-05-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ATKINS & PEARCE, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 345 | $16M |
| 2023 | 2 | 326 | $18M |
| 2024 | 2 | 258 | $20M |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- LG&E AND KU PENSION PLAN $1.1B · 833
- ASHLAND HERCULES PENSION PLAN $984M · 70
- YUM BRANDS RETIREMENT PLAN $734M · 3,834
- BROWN-FORMAN CORPORATION SALARIED EMPLOYEES RETIREMENT PLAN $499M · 1,160
- ASHLAND HERCULES PENSION PLAN II $469M · 57
Related Data
Guides
Frequently Asked Questions
How much money is in the ATKINS & PEARCE RETIREMENT PLAN? ▼
What type of plan is ATKINS & PEARCE RETIREMENT PLAN? ▼
Who sponsors the ATKINS & PEARCE RETIREMENT PLAN? ▼
How did ATKINS & PEARCE RETIREMENT PLAN perform in 2023? ▼
Where can I find official filings for ATKINS & PEARCE RETIREMENT PLAN? ▼
How does ATKINS & PEARCE RETIREMENT PLAN compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.