401(k)
2024 plan-year 401(k) DOL Form 5500

Pepin Distributing Company, LLC Savings and Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pepin Distributing Company, LLC · Florida · Wholesale Trade

What the 2023 filing shows

Pepin Distributing Company, LLC Savings and Retirement Plan holds $29M for 335 participants — about $85,637 per participant, down 11.8% over the 2024 plan year.

$29M
total plan assets (2024 EOY)
335
covered participants
$85,637
avg assets per participant
-11.8%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$29M
Participants
335
State
Industry
Wholesale Trade

What the Filing Says About Pepin Distributing Company, LLC Savings and Retirement Plan

Pepin Distributing Company, LLC Savings and Retirement Plan is a 401(k) retirement plan sponsored by Pepin Distributing Company, LLC, headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 335 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 592758271, and the plan has been effective since 1979-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $33M at the beginning of 2024 to $29M at year-end — a decline of 11.8%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-3,822,015 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$33M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-3,822,015
Plan Type401(k)
Employer EIN592758271
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pepin Distributing Company, LLC)

Year Plans Participants Total Assets
2022 1 367 $34M
2023 1 247 $33M
2024 1 335 $29M

Nearby 401(k) Plans in Florida

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

Frequently Asked Questions

How much money is in the Pepin Distributing Company, LLC Savings and Retirement Plan?
As of the 2024 Form 5500 filing, Pepin Distributing Company, LLC Savings and Retirement Plan holds $29M in total assets with 335 participants. It is sponsored by Pepin Distributing Company, LLC.
What type of plan is Pepin Distributing Company, LLC Savings and Retirement Plan?
Pepin Distributing Company, LLC Savings and Retirement Plan is a 401(k) plan. It has been effective since 1979-01-01. The plan is filed with the U.S. Department of Labor under EIN 592758271.
Who sponsors the Pepin Distributing Company, LLC Savings and Retirement Plan?
Pepin Distributing Company, LLC Savings and Retirement Plan is sponsored by Pepin Distributing Company, LLC, located in Florida. The sponsor's EIN is 592758271 and the plan operates in the Wholesale Trade industry.
How did Pepin Distributing Company, LLC Savings and Retirement Plan perform in 2024?
Pepin Distributing Company, LLC Savings and Retirement Plan declined by 11.8% during 2024, moving from $33M to $29M in total assets. Net income was $-3,822,015.
Where can I find official filings for Pepin Distributing Company, LLC Savings and Retirement Plan?
Official Form 5500 filings for Pepin Distributing Company, LLC Savings and Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 592758271 or plan name at efast.dol.gov.
How does Pepin Distributing Company, LLC Savings and Retirement Plan compare to other plans?
You can compare Pepin Distributing Company, LLC Savings and Retirement Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 592758271.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.