401(k) · DOL Form 5500 · 2023

Pease Bell Cpas, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
111
Participants Small participant base
62nd
Percentile by assets National rank
$107,489
Avg per participant Below avg balance/head
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Official DOL plan name: Pease Bell Cpas, LLC 401(k) Profit Sharing Plan · Sponsored by Pease Bell Cpas, LLC · Ohio · Professional & Technical Services

$12M in assets, 111 participants

Pease Bell Cpas, LLC's Pease Bell Cpas, LLC 401(k) Profit Sharing Plan reported $12M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,497 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan covers 111 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#12,497
in Professional & Technical Services (20,321 peers)
+26.9%
assets growth YoY

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,931,266 Top 38% higher than 62% 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

Pease Bell Cpas, LLC 401(k) Profit Sharing 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. Pease Bell Cpas, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pease Bell Cpas, LLC 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pease Bell Cpas, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Pease Bell Cpas, LLC 401(k) Profit Sharing Plan reported participants rose from 96 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364267431 · Pease Bell Cpas, LLC PY 2023 · 401(k)

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan · $12M · 111 · 62nd

  • IND $12M
  • EOY 111
  • 5500 62nd
  • ASSETS 401(k)
  • PCT near Moebius Solutions, Inc. 401(k) Plan
  • EIN ind #12497

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 Ohio →

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Pease Bell Cpas, LLC 401(k) Profit Sharing PlanPease Bell Cpas, LLC 401(k) …$12MMoebius Solutions, Inc. 401(k) PlanMoebius Solutions, Inc. 401(…$12MUnited Language Group 401(k) PlanUnited Language Group 401(k)…$12MAssociation of Economic Collaboration and Growth Multiple Employer Retirement PlanAssociation of Economic Coll…$12MDj&a, P.C., Profit Sharing PlanDj&a, P.C., Profit Sharing P…$12M
End-of-year total assets ($M) among Pease Bell Cpas, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN364267431
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pease Bell Cpas, LLC)

Sponsor-wide plan assets over time

All Pease Bell Cpas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 60.51107111210807% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.4M $15.1M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 96 $9M
2023 1 111 $12M
2024 1 133 $15M

Nearby 401(k) Plans in Ohio

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

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Pease Bell Cpas, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.011931266 · Participants: 111Pease Bell Cpas, LLC 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Pease Bell Cpas, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Pease Bell Cpas, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Moebius Solutions, Inc. 401(k) Plan in CA ($12M); by covered participants it is Knowles Enterprises, LLC 401(k) Plan in CO (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Pease Bell Cpas, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Pease Bell Cpas, LLC 401(k) Profit Sharing Plan grew sharply - up 26.9% during 2023, from $9M to $12M. Reported net income was $3M.
How have Pease Bell Cpas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pease Bell Cpas, LLC's sponsor-wide assets grew 60.5%, from $9M to $15M.
Which 401(k) plans are similar in size to Pease Bell Cpas, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moebius Solutions, Inc. 401(k) Plan in CA ($12M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Pease Bell Cpas, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowles Enterprises, LLC 401(k) Plan in CO (111 participants, $2M 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 364267431.

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.