401(k) · DOL Form 5500 · 2024

Pete Lien & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
396
Participants Below avg headcount
86th
Percentile by assets National rank
$144,803
Avg per participant Above avg balance/head
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Official DOL plan name: Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan · Sponsored by Pete Lien & Sons, Inc. · South Dakota · Mining & Oil Extraction

$57M in assets, 396 participants

Pete Lien & Sons, Inc.'s Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan reported $57M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #581 in Mining & Oil Extraction (785 peers)

Where Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan sits by assets

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 396 participants (~$144,803/participant), up 14.6% in 2024.

#581
in Mining & Oil Extraction (785 peers)
+14.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan's outsized position by total assets

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

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

$57,341,799 Top 14% higher than 86% 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

Pete Lien & Sons, Inc. Profit Sharing/401(k) 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. Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan end-of-year assets rose from $50M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan reported participants rose from 361 in the plan year 2023 filing to 396 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 460271589 · Pete Lien & Sons, Inc. PY 2024 · 401(k)

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan · $57M · 396 · 86th

  • EBSA $57M
  • PART 396
  • TYPE 86th
  • NET 401(k)
  • BOOK near Hmh 401(k) Plan
  • VS-ST ind #581

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 Mining & Oil Extraction retirement plans → · Plans in South Dakota →

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood

Ubs Financial Services Inc of Puerto Rico Savings Plus Plan TrustUbs Financial Services Inc o…$57MPete Lien & Sons, Inc. Profit Sharing/401(k) PlanPete Lien & Sons, Inc. Profi…$57MHmh 401(k) Plan$57MMax Credit Union Capital Accumulation PlanMax Credit Union Capital Acc…$57MRittal 401(k) Plan$57M
End-of-year total assets ($M) among Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$57M
Net Income$7M
Employer EIN460271589
Plan Effective Date1969-05-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Pete Lien & Sons, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$57M 29.397475519562295% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.3M $57.3M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 348 $44M
2023 1 361 $50M
2024 1 396 $57M

Nearby 401(k) Plans in South Dakota

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

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan, Total assets ($M): 57.341799 · Participants: 396Pete Lien & Sons, Inc. Profit Sharing/401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan side-by-side with 3 peers →

Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Hmh 401(k) Plan in TX ($57M); by covered participants it is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan assets move in 2024? ▼
Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan grew at a solid clip - up 14.6% during 2024, from $50M to $57M. Reported net income was $7M.
How have Pete Lien & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pete Lien & Sons, Inc.'s sponsor-wide assets grew 29.4%, from $44M to $57M.
Where does Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hmh 401(k) Plan in TX ($57M, 568 participants).
Which 401(k) plans cover a similar participant headcount to Pete Lien & Sons, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants, $4M 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 460271589.

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.