Defined Benefit (Pension) · DOL Form 5500 · 2024
Atkins & Pearce, Inc. Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $150,627
- Avg per participant Above avg balance/head
Official DOL plan name: Atkins & Pearce Retirement Plan · Sponsored by Atkins & Pearce, Inc. · Kentucky · Manufacturing
$12M in assets, 79 participants
Atkins & Pearce, Inc.'s Atkins & Pearce Retirement Plan reported $12M in total assets and 79 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.
- #8,212 in Manufacturing (17,777 peers)
Atkins & Pearce, Inc. multi-year trail
Atkins & Pearce, Inc.'s plans moved +26.0% in assets from 2022 to 2024; this filing shows Atkins & Pearce Retirement Plan at $12M / 79 participants.
- #8,212
- in Manufacturing (17,777 peers)
- +9.0%
- assets growth YoY
Atkins & Pearce Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Atkins & Pearce Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,899,516 Top 41% higher than 59% 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
Atkins & Pearce Retirement 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. Atkins & Pearce Retirement Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Atkins & Pearce Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $983K in the plan year 2024 filing.
- Atkins & Pearce Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Atkins & Pearce Retirement Plan reported participants fell from 84 in the plan year 2023 filing to 79 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 611252163 · Atkins & Pearce, Inc. PY 2024 · Defined Benefit (Pension)
Atkins & Pearce Retirement Plan · $12M · 79 · 59th
- PHOTO $12M
- IND 79
- EOY 59th
- 5500 Defined Benefit (Pension)
- ASSETS near Diamond Foods Inc, Bargaining Unit Pension Plan
- PCT ind #8212
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 Manufacturing retirement plans → · Plans in Kentucky →
Atkins & Pearce Retirement Plan in the asset neighbourhood
Atkins & Pearce, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Atkins & Pearce, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 25.99663099296277% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 345 | $16M |
| 2023 | 2 | 326 | $18M |
| 2024 | 2 | 258 | $20M |
Atkins & Pearce, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $983K |
| Employer EIN | 611252163 |
| Plan Effective Date | 1974-05-10 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.0B · 742
- Ashland Hercules Pension Plan $924M · 43
- Yum Brands Retirement Plan $711M · 2,572
- Brown-Forman Corporation Salaried Employees Retirement Plan $478M · 1,237
- Ashland Hercules Pension Plan II $441M · 69
Atkins & Pearce Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Diamond Foods Inc, Bargaining Unit Pension Plan in CA ($12M); by covered participants it is Glasgow, Inc. Pension Plan in PA (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Glasgow, Inc. Pension Plan (PA) 79 · 0 off
- Fulton Financial Affiliates Defined Benefit Pension Plan (PA) 79 · 0 off
- The Steinway Musical Pension Plan (NY) 79 · 0 off
- Interstate Batteries Employees Pension Plan (TX) 79 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.