401(k) · DOL Form 5500 · 2023

R.D. Pearson, Inc. 401(k) Plan

Data updated 2026-08-25

$558K
Total assets Small plan by assets
9
Participants Small participant base
19th
Percentile by assets National rank
$62,052
Avg per participant Low balance/head
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Official DOL plan name: R.D. Pearson, Inc. 401(k) Plan · Sponsored by R.D. Pearson, Inc. · Pennsylvania · Manufacturing

$558K in assets, 9 participants

R.D. Pearson, Inc.'s R.D. Pearson, Inc. 401(k) Plan reported $558K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,428 in Manufacturing (18,722 peers)

R.D. Pearson, Inc. multi-year trail

R.D. Pearson, Inc.'s plans moved -12.8% in assets from 2022 to 2024; this filing shows R.D. Pearson, Inc. 401(k) Plan at $558K / 9 participants.

#1,428
in Manufacturing (18,722 peers)
-5.4%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R.D. Pearson, Inc. 401(k) Plan among the smaller filed plans by assets

R.D. Pearson, Inc. 401(k) Plan vs every filed plan by assets

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

$558,470 19th percentile higher than 19% 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

R.D. Pearson, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.D. Pearson, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R.D. Pearson, Inc. 401(k) Plan reported net income fell from $146K in the plan year 2022 filing to -$32K in the plan year 2023 filing.
  • R.D. Pearson, Inc. 401(k) Plan reported participants rose from 7 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • R.D. Pearson, Inc. 401(k) Plan end-of-year assets fell from $590K in the plan year 2022 filing to $558K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814137551 · R.D. Pearson, Inc. PY 2023 · 401(k)

R.D. Pearson, Inc. 401(k) Plan · $558K · 9 · 19th

  • EIN $558K
  • EIN 9
  • EIN 19th
  • EIN 401(k)
  • EIN near Bobcat North America, LLC
  • EIN ind #1428

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 Pennsylvania →

R.D. Pearson, Inc. 401(k) Plan in the asset neighbourhood

R.D. Pearson, Inc. 401(k) PlanR.D. Pearson, Inc. 401(k) Pl…$558KBobcat North America, LLC$558KSdb 401(k) Plan.$558KUber Investments, Inc. 401(k) PlanUber Investments, Inc. 401(k…$558KThe Gilbert Family Foundation 401(k) Retirement PlanThe Gilbert Family Foundatio…$559K
End-of-year total assets ($M) among R.D. Pearson, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

R.D. Pearson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All R.D. Pearson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$515K 12.821637996614827% vs 2022
2024 filing year
$0.5M$0.55M$0.6M 202220232024 $0.59M $0.51M ▼ -13.6%
Year Plans Participants Total Assets
2022 1 7 $590K
2023 1 9 $558K
2024 1 10 $515K

R.D. Pearson, Inc. filing trail (2023)

Total Assets (Beginning of Year)$590K
Net Assets (End of Year)$558K
Net Income-$32K
Employer EIN814137551
Plan Effective Date2016-10-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

R.D. Pearson, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants R.D. Pearson, Inc. 401(k) Plan, Total assets ($B): 0.00055847 · Participants: 9R.D. Pearson, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
R.D. Pearson, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare R.D. Pearson, Inc. 401(k) Plan side-by-side with 3 peers →

R.D. Pearson, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bobcat North America, LLC in FL ($558K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($558K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 R.D. Pearson, Inc. 401(k) Plan assets move in 2023? ▼
R.D. Pearson, Inc. 401(k) Plan pulled back noticeably - down 5.4% during 2023, from $590K to $558K. Reported net income was -$32K.
How have R.D. Pearson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.D. Pearson, Inc.'s sponsor-wide assets declined 12.8%, from $590K to $515K.
Where does R.D. Pearson, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
R.D. Pearson, Inc. 401(k) Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to R.D. Pearson, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bobcat North America, LLC in FL ($558K, 328 participants).
Which 401(k) plans cover a similar participant headcount to R.D. Pearson, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 814137551.

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.