401(k) · DOL Form 5500 · 2023

Pesi, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
182
Participants Below avg headcount
72nd
Percentile by assets National rank
$109,021
Avg per participant Below avg balance/head
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Official DOL plan name: Pesi, Inc. Retirement Trust · Sponsored by Pesi, Inc. · Wisconsin · Educational Services

$20M in assets, 182 participants

Pesi, Inc.'s Pesi, Inc. Retirement Trust reported $20M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,066 in Educational Services (3,735 peers)

Coverage in Wisconsin

Pesi, Inc. Retirement Trust covers 182 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.

#2,066
in Educational Services (3,735 peers)
+37.5%
assets growth YoY

Pesi, Inc. Retirement Trust's outsized position by total assets

Pesi, Inc. Retirement Trust vs every filed plan by assets

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

$19,841,875 Top 28% higher than 72% 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

Pesi, Inc. Retirement Trust 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. Pesi, Inc. Retirement Trust sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pesi, Inc. Retirement Trust reported net income rose from -$143K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pesi, Inc. Retirement Trust end-of-year assets rose from $14M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Pesi, Inc. Retirement Trust reported participants rose from 159 in the plan year 2022 filing to 182 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263896894 · Pesi, Inc. PY 2023 · 401(k)

Pesi, Inc. Retirement Trust · $20M · 182 · 72nd

  • BOOK $20M
  • VS-ST 182
  • BOY 72nd
  • SCH 401(k)
  • EBSA near New Castle Building Products 401(k) Plan
  • PART ind #2066

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 Wisconsin →

Pesi, Inc. Retirement Trust in the asset neighbourhood

Pesi, Inc. Retirement Trust$20MNew Castle Building Products 401(k) PlanNew Castle Building Products…$20MMccray Lumber Company Profit Sharing PlanMccray Lumber Company Profit…$20MBellwether Community Credit Union 401(k) PlanBellwether Community Credit …$20MA-Mark Precious Metals, Inc. and SubsidiariesA-Mark Precious Metals, Inc.…$20M
End-of-year total assets ($M) among Pesi, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN263896894
Plan Effective Date2011-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pesi, Inc.)

Sponsor-wide plan assets over time

All Pesi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $14.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 159 $14M
2023 1 182 $20M
2024 1 195 N/A

Nearby 401(k) Plans in Wisconsin

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

Pesi, Inc. Retirement Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Pesi, Inc. Retirement Trust, Total assets ($B): 0.019841875 · Participants: 182Pesi, Inc. Retirement TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Pesi, Inc. Retirement Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Pesi, Inc. Retirement Trust side-by-side with 3 peers →

Pesi, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is New Castle Building Products 401(k) Plan in NY ($20M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Pesi, Inc. Retirement Trust assets move in 2023? ▼
Pesi, Inc. Retirement Trust surged - up 37.5% during 2023, from $14M to $20M. Reported net income was $5M.
Which 401(k) plans are similar in size to Pesi, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is New Castle Building Products 401(k) Plan in NY ($20M, 336 participants).
Which 401(k) plans cover a similar participant headcount to Pesi, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants, N/A 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 263896894.

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.