401(k) · DOL Form 5500 · 2024

The Pepin Academies, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
246
Participants Below avg headcount
40th
Percentile by assets National rank
$17,973
Avg per participant Low balance/head
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Official DOL plan name: The Pepin Academies, Inc. 401(k) Plan · Sponsored by The Pepin Academies, Inc. · Florida · Educational Services

$4M in assets, 246 participants

The Pepin Academies, Inc.'s The Pepin Academies, Inc. 401(k) Plan reported $4M in total assets and 246 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.

  • #923 in Educational Services (3,638 peers)

Coverage in Florida

The Pepin Academies, Inc. 401(k) Plan covers 246 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#923
in Educational Services (3,638 peers)
-1.3%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Pepin Academies, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

The Pepin Academies, Inc. 401(k) Plan vs every filed plan by assets

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

$4,421,425 40th percentile higher than 40% 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

The Pepin Academies, Inc. 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. The Pepin Academies, Inc. 401(k) Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Pepin Academies, Inc. 401(k) Plan reported net income fell from $730K in the plan year 2023 filing to -$56K in the plan year 2024 filing.
  • The Pepin Academies, Inc. 401(k) Plan reported participants fell from 271 in the plan year 2023 filing to 246 in the plan year 2024 filing.
  • The Pepin Academies, Inc. 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 593580106 · The Pepin Academies, Inc. PY 2024 · 401(k)

The Pepin Academies, Inc. 401(k) Plan · $4M · 246 · 40th

  • TYPE $4M
  • TYPE 246
  • TYPE 40th
  • TYPE 401(k)
  • TYPE near Overture Partners, LLC 401(k) Plan
  • TYPE ind #923

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 Educational Services retirement plans → · Plans in Florida →

The Pepin Academies, Inc. 401(k) Plan in the asset neighbourhood

The Pepin Academies, Inc. 401(k) PlanThe Pepin Academies, Inc. 40…$4MOverture Partners, LLC 401(k) PlanOverture Partners, LLC 401(k…$4MPatriot Ambulance Inc. 401(k) Profit Sharing Plan & TrustPatriot Ambulance Inc. 401(k…$4MOne General Agency Savings Incentive PlanOne General Agency Savings I…$4MAtomic Brands Inc 401(k) Plan$4M
End-of-year total assets ($M) among The Pepin Academies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$56K
Employer EIN593580106
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pepin Academies, Inc.)

Sponsor-wide plan assets over time

All The Pepin Academies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.979670275716618% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.75M $4.42M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 260 $4M
2023 1 271 $4M
2024 1 246 $4M

Nearby 401(k) Plans in Florida

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

The Pepin Academies, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Pepin Academies, Inc. 401(k) Plan, Total assets ($B): 0.004421425 · Participants: 246The Pepin Academies, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
The Pepin Academies, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Pepin Academies, Inc. 401(k) Plan side-by-side with 3 peers →

The Pepin Academies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Overture Partners, LLC 401(k) Plan in MA ($4M); by covered participants it is Russ' Restaurants Savings and Retirement Plan in MI (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 The Pepin Academies, Inc. 401(k) Plan assets move in 2024? ▼
The Pepin Academies, Inc. 401(k) Plan edged down modestly - down 1.3% during 2024, from $4M to $4M. Reported net income was -$56K.
How have The Pepin Academies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pepin Academies, Inc.'s sponsor-wide assets grew 18.0%, from $4M to $4M.
Which 401(k) plans are similar in size to The Pepin Academies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Overture Partners, LLC 401(k) Plan in MA ($4M, 107 participants).
Which 401(k) plans cover a similar participant headcount to The Pepin Academies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Russ' Restaurants Savings and Retirement Plan in MI (246 participants, $6M 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 593580106.

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.