401(k) · DOL Form 5500 · 2024

Peaberry Software, Inc 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
158
Participants Small participant base
59th
Percentile by assets National rank
$73,839
Avg per participant Below avg balance/head
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Official DOL plan name: Peaberry Software, Inc. Retirement Trust · Sponsored by Peaberry Software, Inc · Oregon · Professional & Technical Services

$12M in assets, 158 participants

Peaberry Software, Inc's Peaberry Software, Inc. Retirement Trust reported $12M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,621 in Professional & Technical Services (20,173 peers)

Coverage in Oregon

Peaberry Software, Inc. Retirement Trust covers 158 participants in Oregon, about 36% of the average Oregon filer (state average ~443 per filing). Assets: $12M.

#11,621
in Professional & Technical Services (20,173 peers)
+57.4%
assets growth YoY

Peaberry Software, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Peaberry Software, Inc. Retirement Trust vs every filed plan by assets

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

$11,666,514 Top 41% higher than 59% 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

Peaberry Software, 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. Peaberry Software, Inc. Retirement Trust sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peaberry Software, Inc. Retirement Trust end-of-year assets rose from $7M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Peaberry Software, Inc. Retirement Trust reported participants rose from 133 in the plan year 2023 filing to 158 in the plan year 2024 filing.
  • Peaberry Software, Inc. Retirement Trust reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 454421845 · Peaberry Software, Inc PY 2024 · 401(k)

Peaberry Software, Inc. Retirement Trust · $12M · 158 · 59th

  • EOY $12M
  • 5500 158
  • ASSETS 59th
  • PCT 401(k)
  • EIN near Phillips Foods, Inc. 401(k) Profit Sharing Plan
  • RANK ind #11621

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 Oregon →

Peaberry Software, Inc. Retirement Trust in the asset neighbourhood

Peaberry Software, Inc. Retirement TrustPeaberry Software, Inc. Reti…$12MPhillips Foods, Inc. 401(k) Profit Sharing PlanPhillips Foods, Inc. 401(k) …$12MMatthews Buses, Inc. 401(k) Profit Sharing PlanMatthews Buses, Inc. 401(k) …$12MWestern Concrete Pumping, Inc. 401(k) Savings PlanWestern Concrete Pumping, In…$12MCarl's Golfland, Inc. Profit Sharing & 401(k) PlanCarl's Golfland, Inc. Profit…$12M
End-of-year total assets ($M) among Peaberry Software, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN454421845
Plan Effective Date2018-10-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Peaberry Software, Inc)

Sponsor-wide plan assets over time

All Peaberry Software, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 57.41483498616575% vs 2023
2024 filing year
$6M$8M$10M$12M$14M 20232024 $7.41M $11.7M ▲ +57.5%
Year Plans Participants Total Assets
2023 1 133 $7M
2024 1 158 $12M

Nearby 401(k) Plans in Oregon

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

Peaberry Software, Inc. Retirement Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Peaberry Software, Inc. Retirement Trust, Total assets ($B): 0.011666514 · Participants: 158Peaberry Software, Inc. Retirement Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Peaberry Software, Inc. Retirement Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Peaberry Software, Inc. Retirement Trust side-by-side with 3 peers →

Peaberry Software, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Phillips Foods, Inc. 401(k) Profit Sharing Plan in MD ($12M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Peaberry Software, Inc. Retirement Trust assets move in 2024? ▼
Peaberry Software, Inc. Retirement Trust surged - up 57.4% during 2024, from $7M to $12M. Reported net income was $4M.
How have Peaberry Software, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Peaberry Software, Inc's sponsor-wide assets grew 57.4%, from $7M to $12M.
Which 401(k) plans are similar in size to Peaberry Software, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Phillips Foods, Inc. 401(k) Profit Sharing Plan in MD ($12M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Peaberry Software, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K 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 454421845.

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.