401(k) · DOL Form 5500 · 2023

Peak 4, Inc. 401(k) Plan

Data updated 2026-08-25

$696K
Total assets Small plan by assets
6
Participants Small participant base
21st
Percentile by assets National rank
$116,034
Avg per participant Below avg balance/head
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Official DOL plan name: Peak 4, Inc. 401(k) Plan · Sponsored by Peak 4, Inc. · Georgia · Transportation & Warehousing

$696K in assets, 6 participants

Peak 4, Inc.'s Peak 4, Inc. 401(k) Plan reported $696K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #711 in Transportation & Warehousing (3,362 peers)

Peak 4, Inc. multi-year trail

Peak 4, Inc.'s plans moved -24.5% in assets from 2022 to 2024; this filing shows Peak 4, Inc. 401(k) Plan at $696K / 6 participants.

#711
in Transportation & Warehousing (3,362 peers)
-5.5%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peak 4, Inc. 401(k) Plan among the smaller filed plans by assets

Peak 4, Inc. 401(k) Plan vs every filed plan by assets

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

$696,205 21st percentile higher than 21% 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

Peak 4, 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. Peak 4, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peak 4, Inc. 401(k) Plan reported net income fell from $107K in the plan year 2022 filing to -$41K in the plan year 2023 filing.
  • Peak 4, Inc. 401(k) Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Peak 4, Inc. 401(k) Plan end-of-year assets fell from $737K in the plan year 2022 filing to $696K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 474927040 · Peak 4, Inc. PY 2023 · 401(k)

Peak 4, Inc. 401(k) Plan · $696K · 6 · 21st

  • TYPE $696K
  • NET 6
  • BOOK 21st
  • VS-ST 401(k)
  • BOY near Donna Graham, Inc. Retirement Plan
  • SCH ind #711

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

Peak 4, Inc. 401(k) Plan in the asset neighbourhood

Peak 4, Inc. 401(k) Plan$696KDonna Graham, Inc. Retirement PlanDonna Graham, Inc. Retiremen…$696KCalligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing PlanCalligari & Associates, LLC,…$696KBoehm Investments Retirement PlanBoehm Investments Retirement…$696KColonial Creamery, Inc. Profit Sharing PlanColonial Creamery, Inc. Prof…$696K
End-of-year total assets ($M) among Peak 4, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peak 4, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Peak 4, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$556K 24.540175300534585% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.74M $0.56M ▼ -24.3%
Year Plans Participants Total Assets
2022 1 5 $737K
2023 1 6 $696K
2024 1 11 $556K

Peak 4, Inc. filing trail (2023)

Total Assets (Beginning of Year)$737K
Net Assets (End of Year)$696K
Net Income-$41K
Employer EIN474927040
Plan Effective Date2015-09-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Peak 4, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Peak 4, Inc. 401(k) Plan, Total assets ($B): 0.000696205 · Participants: 6Peak 4, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Peak 4, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Peak 4, Inc. 401(k) Plan side-by-side with 3 peers →

Peak 4, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Donna Graham, Inc. Retirement Plan in OR ($696K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Peak 4, Inc. 401(k) Plan assets move in 2023? ▼
Peak 4, Inc. 401(k) Plan pulled back noticeably - down 5.5% during 2023, from $737K to $696K. Reported net income was -$41K.
How have Peak 4, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peak 4, Inc.'s sponsor-wide assets declined 24.5%, from $737K to $556K.
Where does Peak 4, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Peak 4, Inc. 401(k) Plan ranks in the 21st 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 Peak 4, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Donna Graham, Inc. Retirement Plan in OR ($696K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Peak 4, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 474927040.

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.