Profit Sharing · DOL Form 5500 · 2024

Pechman Investments LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pechman Investments LLC Profit Sharing Plan and Trust · Sponsored by Pechman Investments LLC · Wisconsin · Healthcare & Social Assistance

$2M in assets, 1 participants

Pechman Investments LLC's Pechman Investments LLC Profit Sharing Plan and Trust reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,060 in Healthcare & Social Assistance (16,916 peers)

Pechman Investments LLC multi-year trail

Pechman Investments LLC's plans moved +20.0% in assets from 2022 to 2024; this filing shows Pechman Investments LLC Profit Sharing Plan and Trust at $2M / 1 participant.

#5,060
in Healthcare & Social Assistance (16,916 peers)
+6.6%
assets growth YoY

Pechman Investments LLC Profit Sharing Plan and Trust among the smaller filed plans by assets

Pechman Investments LLC Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,333,745 31st percentile higher than 31% of 123,620 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 2024

Pechman Investments LLC Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pechman Investments LLC Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pechman Investments LLC Profit Sharing Plan and Trust reported net income fell from $245K in the plan year 2023 filing to $144K in the plan year 2024 filing.
  • Pechman Investments LLC Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 260730553 · Pechman Investments LLC PY 2024 · Profit Sharing

Pechman Investments LLC Profit Sharing Plan and Trust · $2M · 1 · 31st

  • PCT $2M
  • EIN 1
  • RANK 31st
  • PHOTO Profit Sharing
  • IND near The Contractors Retirement Plan
  • EOY ind #5060

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Pechman Investments LLC Profit Sharing Plan and Trust in the asset neighbourhood

Premier Nephrology Med Group Inc Profit Sharing PlanPremier Nephrology Med Group…$2MBsl Professional Services, Inc Retirement PlanBsl Professional Services, I…$2MPechman Investments LLC Profit Sharing Plan and TrustPechman Investments LLC Prof…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2MIntracoastal Labs Inc. Retirement PlanIntracoastal Labs Inc. Retir…$2M
End-of-year total assets ($M) among Pechman Investments LLC Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Pechman Investments LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pechman Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.979055352169805% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.95M $2.33M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Pechman Investments LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$144K
Employer EIN260730553
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pechman Investments LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Pechman Investments LLC Profit Sharing Plan and Trust, Total assets ($B): 0.002333745 · Participants: 1Pechman Investments LLC Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment Plan
Pechman Investments LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Pechman Investments LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Pechman Investments LLC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is The Contractors Retirement Plan in MD ($2M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pechman Investments LLC Profit Sharing Plan and Trust assets move in 2024? ▼
Pechman Investments LLC Profit Sharing Plan and Trust grew at a solid clip - up 6.6% during 2024, from $2M to $2M. Reported net income was $144K.
How have Pechman Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pechman Investments LLC's sponsor-wide assets grew 20.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Pechman Investments LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is The Contractors Retirement Plan in MD ($2M, 123 participants).
Which Profit Sharing plans cover a similar participant headcount to Pechman Investments LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260730553.

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.