401(k) · DOL Form 5500 · 2023

Atkins & Pearce 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 242
Participants Below avg headcount: 52nd
Percentile by assets National rank: $30,369
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Atkins & Pearce 401 (K) Plan · Sponsored by Atkins & Pearce 401(k) Plan · Kentucky · Manufacturing

$7M in assets, 242 participants

Atkins & Pearce 401(k) Plan's Atkins & Pearce 401 (K) Plan reported $7M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

#6,839 in Manufacturing (18,722 peers)

Coverage in Kentucky

Atkins & Pearce 401 (K) Plan covers 242 participants in Kentucky, about 37% of the average Kentucky filer (state average ~647 per filing). Assets: $7M.

#6,839
in Manufacturing (18,722 peers): +13.8%
assets growth YoY

Atkins & Pearce 401 (K) Plan's mid-pack asset rank among Manufacturing and all filers

Atkins & Pearce 401 (K) Plan vs every filed plan by assets

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

$7,349,219 Top 48% higher than 52% 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

Atkins & Pearce 401 (K) 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. Atkins & Pearce 401 (K) Plan sits mid-pack in the medium band (242 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Atkins & Pearce 401 (K) Plan reported net income rose from -$960K in the plan year 2022 filing to $891K in the plan year 2023 filing.
Atkins & Pearce 401 (K) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Atkins & Pearce 401 (K) Plan reported participants fell from 255 in the plan year 2022 filing to 242 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611252163 · Atkins & Pearce 401(k) Plan PY 2023 · 401(k)

Atkins & Pearce 401 (K) Plan · $7M · 242 · 52nd

NET $7M
BOOK 242
VS-ST 52nd
BOY 401(k)
SCH near Kern Steel Fabrication, Inc. 401(k) Profit Sharing Plan and Trust
EBSA ind #6839

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 →

End-of-year total assets ($M) among Atkins & Pearce 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$891K
Employer EIN	611252163
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Atkins & Pearce 401(k) Plan)

Latest sponsor-wide plan assets: $20M 25.99663099296277% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	345	$16M
2023	2	326	$18M
2024	2	258	$20M

Nearby 401(k) Plans in Kentucky

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

Atkins & Pearce 401 (K) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Atkins & Pearce 401 (K) Plan side-by-side with 3 peers →

Atkins & Pearce 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Kern Steel Fabrication, Inc. 401(k) Profit Sharing Plan and Trust in CA ($7M); by covered participants it is Activehours 401(k) Plan in CA (242 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Kern Steel Fabrication, Inc. 401(k) Profit Sharing Plan and Trust (CA) $7M · 86
Quality Switch Inc 401(k) Profit Sharing Plan & Trust (OH) $7M · 39
Wheeler Trucking, Inc. 401(k) Plan (MI) $7M · 237
Netzsch Instruments North America, LLC 401(k) Savings and Profit Sharing Plan (MA) $7M · 40

Similar participant headcount

Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.

Activehours 401(k) Plan (CA) 242 · 0 off
Boro 401(k) Plan (TX) 242 · 0 off
Nu-Way Industries, Inc. Profit Sharing Plan (IL) 242 · 0 off
Rite Stuff Foods 401(k) Plan (ID) 242 · 0 off

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 401 (K) Plan assets move in 2023? ▼

Atkins & Pearce 401 (K) Plan grew at a solid clip - up 13.8% during 2023, from $6M to $7M. Reported net income was $891K.

How have Atkins & Pearce 401(k) Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Atkins & Pearce 401(k) Plan's sponsor-wide assets grew 26.0%, from $16M to $20M.

Which 401(k) plans are similar in size to Atkins & Pearce 401 (K) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kern Steel Fabrication, Inc. 401(k) Profit Sharing Plan and Trust in CA ($7M, 86 participants).

Which 401(k) plans cover a similar participant headcount to Atkins & Pearce 401 (K) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Activehours 401(k) Plan in CA (242 participants, $17M 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.