Profit Sharing · DOL Form 5500 · 2022

Perry & Associates Inc Employee Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
48th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Perry & Associates Employee Profit Sharing Plan · Sponsored by Perry & Associates Inc Employee Profit Sharing Plan · Utah · Construction

$4M in assets, 3 participants

Perry & Associates Inc Employee Profit Sharing Plan's Perry & Associates Employee Profit Sharing Plan reported $4M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,693 in Construction (9,927 peers)

2022 asset change

Perry & Associates Employee Profit Sharing Plan declined sharply 19.2% in 2022 ($6M → $4M) for 3 participants.

#4,693
in Construction (9,927 peers)
-19.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Perry & Associates Employee Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Perry & Associates Employee Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,465,391 48th percentile higher than 48% of 139,123 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 2022

Perry & Associates Employee 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. Perry & Associates Employee Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 870306252 · Perry & Associates Inc Employee Profit Sharing Plan PY 2022 · Profit Sharing

Perry & Associates Employee Profit Sharing Plan · $4M · 3 · 48th

  • EIN $4M
  • RANK 3
  • PHOTO 48th
  • IND Profit Sharing
  • EOY near Beaumont, Inc. Profit Sharing Plan
  • 5500 ind #4693

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 Construction retirement plans → · Plans in Utah →

Perry & Associates Employee Profit Sharing Plan in the asset neighbourhood

Perry & Associates Employee Profit Sharing PlanPerry & Associates Employee …$4MBeaumont, Inc. Profit Sharing PlanBeaumont, Inc. Profit Sharin…$4MHarmon Homes, Inc. Profit Sharing PlanHarmon Homes, Inc. Profit Sh…$4MRoofers' Local Union No.22 Supplemental RetirementRoofers' Local Union No.22 S…$4MGeorgia Farm Bureau County Employees' Retirement PlanGeorgia Farm Bureau County E…$4M
End-of-year total assets ($M) among Perry & Associates Employee Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Perry & Associates Inc Employee Profit Sharing Plan years around the 2022 move

Sponsor-wide plan assets over time

All Perry & Associates Inc Employee Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.191849045245982% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 202220232024 $4.47M $4.88M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $5M
2024 1 3 $5M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN870306252
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Utah

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Perry & Associates Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Perry & Associates Employee Profit Sharing Plan, Total assets ($M): 4.465391 · Participants: 3Perry & Associates Employee Profit Sharing PlanWgu Retirement Savings Plan, Total assets ($M): 327.223731 · Participants: 7193Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan, Total assets ($M): 288.938777 · Participants: 2328Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment PlanManagement & Training Corporation Retirement Plan, Total assets ($M): 162.901162 · Participants: 5762Management & Training Corporation Retirement PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 130.725371 · Participants: 229Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 109.347722 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former Employees
Perry & Associates Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Perry & Associates Employee Profit Sharing Plan side-by-side with 3 peers →

Perry & Associates Employee Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Beaumont, Inc. Profit Sharing Plan in CO ($4M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Perry & Associates Employee Profit Sharing Plan assets move in 2022? ▼
Perry & Associates Employee Profit Sharing Plan declined sharply - down 19.2% during 2022, from $6M to $4M. Reported net income was -$1M.
How have Perry & Associates Inc Employee Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perry & Associates Inc Employee Profit Sharing Plan's sponsor-wide assets grew 9.2%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Perry & Associates Employee Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Beaumont, Inc. Profit Sharing Plan in CO ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Perry & Associates Employee Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870306252.

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.