Back to filter
Original filing (PDF)20250708051129NAL0003654881001
PEARSON MECHANICAL INC.
Form 5500-SF
FILING_RECEIVED
PEARSON MECHANICAL INC. 401(K) PLAN
401(k) retirement plan
Active participants
107
Accounts w/ balance
108
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEARSON MECHANICAL INC..
Plan sponsor
Name
PEARSON MECHANICAL INC.
EIN
74-2242969
Address
816 SECRETARY DRIVE · ARLINGTON, TX · 76015
Phone
(817) 226-7400
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
DOUBLE P GRADING INC.
PIERCE EXCAVATING LLC 401(K) PROFIT SHARING PLAN
$1.5M · 92 participants
DIAMOND T SERVICES, INC.
DIAMOND T SERVICES, INC. 401(K) PLAN
$1.6M · 102 participants
SOCAL PRODUCTIONS, INC.
SOCAL PRODUCTIONS, INC. 401(K) PLAN
$1.5M · 35 participants
PORTABLE AIR & POWER, LLC
PORTABLE AIR & POWER, LLC 401(K) PLAN QRP
$1.6M · 21 participants
FISCHER-BUSH EQUIPMENT RENTALS, INC.
FISCHER-BUSH EQUIPMENT 401(K) PLAN
$1.5M · 35 participants
HAMLIN TRACTOR CO., INC.
HAMLIN TRACTOR CO. , INC. 401(K) PLAN
$1.6M · 17 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants