401(k) · DOL Form 5500 · 2023

The Pepin Academies, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
271
Participants Below avg headcount
42nd
Percentile by assets National rank
$16,523
Avg per participant Low balance/head
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Official DOL plan name: The Pepin Academies, Inc. 401(k) Plan · Sponsored by The Pepin Academies, Inc. · Florida · Educational Services

$4M in assets, 271 participants

The Pepin Academies, Inc.'s The Pepin Academies, Inc. 401(k) Plan reported $4M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,051 in Educational Services (3,735 peers)

Coverage in Florida

The Pepin Academies, Inc. 401(k) Plan covers 271 participants in Florida, about 43% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#1,051
in Educational Services (3,735 peers)
+19.5%
assets growth YoY

The Pepin Academies, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

The Pepin Academies, Inc. 401(k) Plan vs every filed plan by assets

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

$4,477,810 42nd percentile higher than 42% 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

The Pepin Academies, Inc. 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. The Pepin Academies, Inc. 401(k) Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Pepin Academies, Inc. 401(k) Plan reported net income rose from -$493K in the plan year 2022 filing to $730K in the plan year 2023 filing.
  • The Pepin Academies, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Pepin Academies, Inc. 401(k) Plan reported participants rose from 260 in the plan year 2022 filing to 271 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593580106 · The Pepin Academies, Inc. PY 2023 · 401(k)

The Pepin Academies, Inc. 401(k) Plan · $4M · 271 · 42nd

  • 5500 $4M
  • 5500 271
  • 5500 42nd
  • 5500 401(k)
  • 5500 near Medical Assets Holding Company, LLC 401(k) Profit Sharing Trust
  • 5500 ind #1051

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 Educational Services retirement plans → · Plans in Florida →

The Pepin Academies, Inc. 401(k) Plan in the asset neighbourhood

The Pepin Academies, Inc. 401(k) PlanThe Pepin Academies, Inc. 40…$4MMedical Assets Holding Company, LLC 401(k) Profit Sharing TrustMedical Assets Holding Compa…$4MOscar Gruss & Son Incorporated 401(k) PlanOscar Gruss & Son Incorporat…$4MWildfire Defense Systems 401(k) PlanWildfire Defense Systems 401…$4MHero Home Services 401(k) PlanHero Home Services 401(k) Pl…$4M
End-of-year total assets ($M) among The Pepin Academies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$730K
Employer EIN593580106
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pepin Academies, Inc.)

Sponsor-wide plan assets over time

All The Pepin Academies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.979670275716618% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.75M $4.42M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 260 $4M
2023 1 271 $4M
2024 1 246 $4M

Nearby 401(k) Plans in Florida

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

The Pepin Academies, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Pepin Academies, Inc. 401(k) Plan, Total assets ($B): 0.00447781 · Participants: 271The Pepin Academies, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
The Pepin Academies, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Pepin Academies, Inc. 401(k) Plan side-by-side with 3 peers →

The Pepin Academies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Medical Assets Holding Company, LLC 401(k) Profit Sharing Trust in AR ($4M); by covered participants it is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 The Pepin Academies, Inc. 401(k) Plan assets move in 2023? ▼
The Pepin Academies, Inc. 401(k) Plan grew sharply - up 19.5% during 2023, from $4M to $4M. Reported net income was $730K.
How have The Pepin Academies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pepin Academies, Inc.'s sponsor-wide assets grew 18.0%, from $4M to $4M.
Which 401(k) plans are similar in size to The Pepin Academies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medical Assets Holding Company, LLC 401(k) Profit Sharing Trust in AR ($4M, 226 participants).
Which 401(k) plans cover a similar participant headcount to The Pepin Academies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants, $96M 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 593580106.

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.