401(k) · DOL Form 5500 · 2024

Atkins & Pearce 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
179
Participants Small participant base
51st
Percentile by assets National rank
$45,288
Avg per participant Low balance/head
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Official DOL plan name: Atkins & Pearce 401 (K) Plan · Sponsored by Atkins & Pearce 401(k) Plan · Kentucky · Manufacturing

$8M in assets, 179 participants

Atkins & Pearce 401(k) Plan's Atkins & Pearce 401 (K) Plan reported $8M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,373 in Manufacturing (17,777 peers)

Coverage in Kentucky

Atkins & Pearce 401 (K) Plan covers 179 participants in Kentucky, about 28% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.

#6,373
in Manufacturing (17,777 peers)
+10.3%
assets growth YoY

Atkins & Pearce 401 (K) Plan's mid-pack asset rank among Manufacturing and all filers

Atkins & Pearce 401 (K) Plan vs every filed plan by assets

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

$8,106,568 Top 49% higher than 51% 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

Atkins & Pearce 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. Atkins & Pearce 401 (K) Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Atkins & Pearce 401 (K) Plan reported participants fell from 242 in the plan year 2023 filing to 179 in the plan year 2024 filing.
  • Atkins & Pearce 401 (K) Plan reported net income fell from $891K in the plan year 2023 filing to $757K in the plan year 2024 filing.
  • Atkins & Pearce 401 (K) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611252163 · Atkins & Pearce 401(k) Plan PY 2024 · 401(k)

Atkins & Pearce 401 (K) Plan · $8M · 179 · 51st

  • BOOK $8M
  • BOOK 179
  • BOOK 51st
  • BOOK 401(k)
  • BOOK near Bradley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan and Trust
  • BOOK ind #6373

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 401 (K) Plan in the asset neighbourhood

Atkins & Pearce 401 (K) Plan$8MBradley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan and TrustBradley Plumbing & Heating, …$8MHimatsingka America, Inc. Retirement Savings PlanHimatsingka America, Inc. Re…$8MFarmers Union Oil Company of Moorhead 401(k) PlanFarmers Union Oil Company of…$8MCollision and Injury Dynamics, Inc. 401(k) PlanCollision and Injury Dynamic…$8M
End-of-year total assets ($M) among Atkins & Pearce 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$757K
Employer EIN611252163
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atkins & Pearce 401(k) Plan)

Sponsor-wide plan assets over time

All Atkins & Pearce 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$20M 25.99663099296277% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.9M $20M ▲ +26.0%
Year Plans Participants Total Assets
2022 2 345 $16M
2023 2 326 $18M
2024 2 258 $20M

Nearby 401(k) Plans in Kentucky

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

Atkins & Pearce 401 (K) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Atkins & Pearce 401 (K) Plan, Total assets ($B): 0.008106568 · Participants: 179Atkins & Pearce 401 (K) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Atkins & Pearce 401 (K) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Atkins & Pearce 401 (K) Plan side-by-side with 3 peers →

Atkins & Pearce 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Bradley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan and Trust in AL ($8M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Atkins & Pearce 401 (K) Plan assets move in 2024? ▼
Atkins & Pearce 401 (K) Plan grew at a solid clip - up 10.3% during 2024, from $7M to $8M. Reported net income was $757K.
How have Atkins & Pearce 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atkins & Pearce 401(k) Plan's sponsor-wide assets grew 26.0%, from $16M to $20M.
Which 401(k) plans are similar in size to Atkins & Pearce 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bradley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan and Trust in AL ($8M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Atkins & Pearce 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Davies Life & Health, Inc. in MA (179 participants, N/A 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 611252163.

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.