Defined Benefit (Pension) · DOL Form 5500 · 2024
Atkinson Trading Company, Inc. Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $48,617
- Avg per participant Low balance/head
Official DOL plan name: Atkinson Trading Company Defined Benefit and Cash Balance Plan · Sponsored by Atkinson Trading Company, Inc. · Arizona · Retail Trade
$5M in assets, 93 participants
Atkinson Trading Company, Inc.'s Atkinson Trading Company Defined Benefit and Cash Balance Plan reported $5M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #4,102 in Retail Trade (8,048 peers)
Atkinson Trading Company, Inc. multi-year trail
Atkinson Trading Company, Inc.'s plans moved +11.0% in assets from 2022 to 2024; this filing shows Atkinson Trading Company Defined Benefit and Cash Balance Plan at $5M / 93 participants.
- #4,102
- in Retail Trade (8,048 peers)
- +2.3%
- assets growth YoY
Atkinson Trading Company Defined Benefit and Cash Balance Plan's mid-pack asset rank among Retail Trade and all filers
Atkinson Trading Company Defined Benefit and Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,521,383 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Atkinson Trading Company Defined Benefit and Cash Balance Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atkinson Trading Company Defined Benefit and Cash Balance Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Atkinson Trading Company Defined Benefit and Cash Balance Plan reported net income fell from $350K in the plan year 2023 filing to $100K in the plan year 2024 filing.
- Atkinson Trading Company Defined Benefit and Cash Balance Plan reported participants rose from 72 in the plan year 2023 filing to 93 in the plan year 2024 filing.
- Atkinson Trading Company Defined Benefit and Cash Balance Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 850217192 · Atkinson Trading Company, Inc. PY 2024 · Defined Benefit (Pension)
Atkinson Trading Company Defined Benefit and Cash Balance Plan · $5M · 93 · 40th
- PCT $5M
- EIN 93
- RANK 40th
- PHOTO Defined Benefit (Pension)
- IND near Vda Management Services, Inc. Defined Benefit Pension Plan
- EOY ind #4102
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 Retail Trade retirement plans → · Plans in Arizona →
Atkinson Trading Company Defined Benefit and Cash Balance Plan in the asset neighbourhood
Atkinson Trading Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Atkinson Trading Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 11.04569114868154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $4M |
| 2023 | 1 | 72 | $4M |
| 2024 | 1 | 93 | $5M |
Atkinson Trading Company, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $100K |
| Employer EIN | 850217192 |
| Plan Effective Date | 2008-08-15 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.1B · 6,044
- Salt River Project Employees' Retirement Plan $2.9B · 4,989
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 24,099
- Avnet Pension Plan $472M · 2,732
- Arizona Pipe Trades Pension Plan $419M · 2,281
Atkinson Trading Company Defined Benefit and Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Vda Management Services, Inc. Defined Benefit Pension Plan in CA ($5M); by covered participants it is Louis Dreyfus Pension Plan in CT (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 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.