401(k) · DOL Form 5500 · 2023
Pearce, Bevill, Leesburg, Moore, PC 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 120
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $322,761
- Avg per participant High balance/head
Official DOL plan name: Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan · Sponsored by Pearce, Bevill, Leesburg, Moore, PC · Alabama · Professional & Technical Services
$39M in assets, 120 participants
Pearce, Bevill, Leesburg, Moore, PC's Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan reported $39M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,939 in Professional & Technical Services (20,321 peers)
Coverage in Alabama
Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan covers 120 participants in Alabama, about 33% of the average Alabama filer (state average ~360 per filing). Assets: $39M.
- #16,939
- in Professional & Technical Services (20,321 peers)
- +13.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan's outsized position by total assets
Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,731,323 Top 17% higher than 83% 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
Pearce,Bevill,Leesburg,Moore, P.C. 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. Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan reported participants rose from 104 in the plan year 2022 filing to 120 in the plan year 2023 filing.
- Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 630813240 · Pearce, Bevill, Leesburg, Moore, PC PY 2023 · 401(k)
Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan · $39M · 120 · 83rd
- NET $39M
- NET 120
- NET 83rd
- NET 401(k)
- NET near Salmon Health and Retirement
- NET ind #16939
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 Alabama →
Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $5M |
| Employer EIN | 630813240 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pearce, Bevill, Leesburg, Moore, PC)
Sponsor-wide plan assets over time
All Pearce, Bevill, Leesburg, Moore, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 21.852078439736612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $34M |
| 2023 | 1 | 120 | $39M |
| 2024 | 1 | 127 | $42M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Salmon Health and Retirement in MA ($39M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Southgroup 401(k) Plan (MS) 120 · 0 off
- Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan (AZ) 120 · 0 off
- Sloat Garden Center, Inc. Profit Sharing Plan (CA) 120 · 0 off
- C S T & T Co. 401(k) Plan (NY) 120 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.