401(k) · DOL Form 5500 · 2024
Pesi, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 195
- Participants Below avg headcount
Official DOL plan name: Pesi, Inc. Retirement Trust · Sponsored by Pesi, Inc. · Wisconsin · Educational Services
N/A in assets, 195 participants
Pesi, Inc.'s Pesi, Inc. Retirement Trust reported N/A in total assets and 195 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Wisconsin
Pesi, Inc. Retirement Trust covers 195 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: N/A.
- $5M
- reported net income
Pesi, Inc. Retirement Trust among mid-size filed plans by headcount
Plan-year 2024 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 (195 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pesi, Inc. Retirement Trust reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Pesi, Inc. Retirement Trust reported participants rose from 182 in the plan year 2023 filing to 195 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 263896894 · Pesi, Inc. PY 2024 · 401(k)
Pesi, Inc. Retirement Trust · N/A · 195
- 5500 N/A
- 5500 195
- 5500 PY 2024
- 5500 401(k)
- 5500 near Greenhill & Co., Inc. 401(k) Profit Sharing Plan
- 5500 $5M
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 →
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $5M |
| Employer EIN | 263896894 |
| Plan Effective Date | 2011-02-01 |
| Filing Status | FILING 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
| 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.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Pesi, Inc. Retirement Trust's closest out-of-state 401(k) peers by headcount
Outside Wisconsin, the nearest 401(k) by covered participants is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants; this filing: 195 participants).
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); 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.