401(k) · DOL Form 5500 · 2022
Roger D. Perry, PC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $185,467
- Avg per participant Above avg balance/head
Official DOL plan name: Roger D. Perry, PC 401(k) Profit Sharing Plan · Sponsored by Roger D. Perry, PC · Tennessee · Professional & Technical Services
$1M in assets, 7 participants
Roger D. Perry, PC's Roger D. Perry, PC 401(k) Profit Sharing Plan reported $1M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,192 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Roger D. Perry, PC 401(k) Profit Sharing Plan holds $1M for 7 participants - about $185,467 per participant, in the lower half of filed plans by assets.
- #5,192
- in Professional & Technical Services (21,562 peers)
- +6.3%
- assets growth YoY
Roger D. Perry, PC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Roger D. Perry, PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,298,272 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Roger D. Perry, PC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roger D. Perry, PC 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
Published 5500 schedule card
Filing strip 621447112 · Roger D. Perry, PC PY 2022 · 401(k)
Roger D. Perry, PC 401(k) Profit Sharing Plan · $1M · 7 · 28th
- EBSA $1M
- PART 7
- TYPE 28th
- NET 401(k)
- BOOK near A & B Glass 401(k) Profit Sharing Plan
- VS-ST ind #5192
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Roger D. Perry, PC 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $79K |
| Employer EIN | 621447112 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Roger D. Perry, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is A & B Glass 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- A & B Glass 401(k) Profit Sharing Plan (CA) $1M · 9
- Excyl 401(k) Plan (MI) $1M · 36
- Itac Solutions 401(k) Plan (AL) $1M · 58
- Svlo, LLC 401(k) Plan (FL) $1M · 10
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.