401(k) · DOL Form 5500 · 2024

Pease Bell Cpas, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
133
Participants Small participant base
65th
Percentile by assets National rank
$113,467
Avg per participant Below avg balance/head
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Official DOL plan name: Pease Bell Cpas, LLC 401(k) Profit Sharing Plan · Sponsored by Pease Bell Cpas, LLC · Ohio · Professional & Technical Services

$15M in assets, 133 participants

Pease Bell Cpas, LLC's Pease Bell Cpas, LLC 401(k) Profit Sharing Plan reported $15M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,850 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan covers 133 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#12,850
in Professional & Technical Services (20,173 peers)
+26.5%
assets growth YoY

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,091,092 Top 35% higher than 65% 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 Bell Cpas, LLC 401(k) Profit Sharing Plan 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. Pease Bell Cpas, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pease Bell Cpas, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Pease Bell Cpas, LLC 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Pease Bell Cpas, LLC 401(k) Profit Sharing Plan reported participants rose from 111 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364267431 · Pease Bell Cpas, LLC PY 2024 · 401(k)

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan · $15M · 133 · 65th

  • PHOTO $15M
  • IND 133
  • EOY 65th
  • 5500 401(k)
  • ASSETS near Fnz USA Inc. 401(k) Plan
  • PCT ind #12850

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Pease Bell Cpas, LLC 401(k) Profit Sharing PlanPease Bell Cpas, LLC 401(k) …$15MFnz USA Inc. 401(k) Plan$15MBuchanan General Hospital 401(k) Profit Sharing PlanBuchanan General Hospital 40…$15MWrist North America Inc. 401(k) Profit Sharing Plan & TrustWrist North America Inc. 401…$15MComstock Construction, Inc. 401(k) Profit Sharing PlanComstock Construction, Inc. …$15M
End-of-year total assets ($M) among Pease Bell Cpas, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN364267431
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pease Bell Cpas, LLC)

Sponsor-wide plan assets over time

All Pease Bell Cpas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 60.51107111210807% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.4M $15.1M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 96 $9M
2023 1 111 $12M
2024 1 133 $15M

Nearby 401(k) Plans in Ohio

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

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pease Bell Cpas, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.015091092 · Participants: 133Pease Bell Cpas, LLC 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Pease Bell Cpas, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Pease Bell Cpas, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Fnz USA Inc. 401(k) Plan in NY ($15M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Bell Cpas, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Pease Bell Cpas, LLC 401(k) Profit Sharing Plan grew sharply - up 26.5% during 2024, from $12M to $15M. Reported net income was $3M.
How have Pease Bell Cpas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pease Bell Cpas, LLC's sponsor-wide assets grew 60.5%, from $9M to $15M.
Which 401(k) plans are similar in size to Pease Bell Cpas, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fnz USA Inc. 401(k) Plan in NY ($15M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Pease Bell Cpas, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants, 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 364267431.

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.