401(k) · DOL Form 5500 · 2024

Pease & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
12
Participants Small participant base
51st
Percentile by assets National rank
$673,732
Avg per participant High balance/head
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Official DOL plan name: Pease & Sons, Inc. Capital Accumulation Plan & Trust · Sponsored by Pease & Sons, Inc. · Washington · Construction

$8M in assets, 12 participants

Pease & Sons, Inc.'s Pease & Sons, Inc. Capital Accumulation Plan & Trust reported $8M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,493 in Construction (9,039 peers)

What the 2024 filing shows

Pease & Sons, Inc. Capital Accumulation Plan & Trust holds $8M for 12 participants - about $673,732 per participant, above the median plan by assets.

#4,493
in Construction (9,039 peers)
-7.9%
assets change YoY

The plan reported a net loss of $698K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pease & Sons, Inc. Capital Accumulation Plan & Trust's mid-pack asset rank among Construction and all filers

Pease & Sons, Inc. Capital Accumulation Plan & Trust vs every filed plan by assets

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

$8,084,784 Top 49% higher than 51% 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

Pease & Sons, Inc. Capital Accumulation Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pease & Sons, Inc. Capital Accumulation Plan & Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pease & Sons, Inc. Capital Accumulation Plan & Trust reported net income fell from $821K in the plan year 2023 filing to -$698K in the plan year 2024 filing.
  • Pease & Sons, Inc. Capital Accumulation Plan & Trust reported participants fell from 21 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Pease & Sons, Inc. Capital Accumulation Plan & Trust end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 910730594 · Pease & Sons, Inc. PY 2024 · 401(k)

Pease & Sons, Inc. Capital Accumulation Plan & Trust · $8M · 12 · 51st

  • BOOK $8M
  • BOOK 12
  • BOOK 51st
  • BOOK 401(k)
  • BOOK near Avi, P.C. Employees' Profit Sharing Plan
  • BOOK ind #4493

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 Construction retirement plans → · Plans in Washington →

Pease & Sons, Inc. Capital Accumulation Plan & Trust in the asset neighbourhood

Rw Investment Management 401(k) PlanRw Investment Management 401…$8MYeamans Hall Club 401 (K) PlanYeamans Hall Club 401 (K) Pl…$8MPease & Sons, Inc. Capital Accumulation Plan & TrustPease & Sons, Inc. Capital A…$8MAvi, P.C. Employees' Profit Sharing PlanAvi, P.C. Employees' Profit …$8MWestmoreland Community Action 403(b)Westmoreland Community Actio…$8M
End-of-year total assets ($M) among Pease & Sons, Inc. Capital Accumulation Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$698K
Employer EIN910730594
Plan Effective Date1965-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Pease & Sons, Inc.)

Sponsor-wide plan assets over time

All Pease & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 1.5524053301552507% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.96M $8.08M ▲ +1.5%
Year Plans Participants Total Assets
2022 1 21 $8M
2023 1 21 $9M
2024 1 12 $8M

Nearby 401(k) Plans in Washington

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

Pease & Sons, Inc. Capital Accumulation Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Pease & Sons, Inc. Capital Accumulation Plan & Trust, Total assets ($B): 0.008084784 · Participants: 12Pease & Sons, Inc. Capital Accumulation Plan & TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Pease & Sons, Inc. Capital Accumulation Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Pease & Sons, Inc. Capital Accumulation Plan & Trust side-by-side with 3 peers →

Pease & Sons, Inc. Capital Accumulation Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Avi, P.C. Employees' Profit Sharing Plan in WY ($8M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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.

Frequently Asked Questions

How did Pease & Sons, Inc. Capital Accumulation Plan & Trust assets move in 2024? ▼
Pease & Sons, Inc. Capital Accumulation Plan & Trust pulled back noticeably - down 7.9% during 2024, from $9M to $8M. Reported net income was -$698K.
How have Pease & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pease & Sons, Inc.'s sponsor-wide assets grew 1.6%, from $8M to $8M.
Which 401(k) plans are similar in size to Pease & Sons, Inc. Capital Accumulation Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Avi, P.C. Employees' Profit Sharing Plan in WY ($8M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Pease & Sons, Inc. Capital Accumulation Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 910730594.

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.