401(k) · DOL Form 5500 · 2022

S.R. Perrott, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
139
Participants Small participant base
43rd
Percentile by assets National rank
$25,320
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: S.R. Perrott, Inc. Employee Savings & Protection Plan · Sponsored by S.R. Perrott, Inc. · Florida · Wholesale Trade

$4M in assets, 139 participants

S.R. Perrott, Inc.'s S.R. Perrott, Inc. Employee Savings & Protection Plan reported $4M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,097 in Wholesale Trade (6,843 peers)

Coverage in Florida

S.R. Perrott, Inc. Employee Savings & Protection Plan covers 139 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#2,097
in Wholesale Trade (6,843 peers)
-24.0%
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.

S.R. Perrott, Inc. Employee Savings & Protection Plan's mid-pack asset rank among Wholesale Trade and all filers

S.R. Perrott, Inc. Employee Savings & Protection Plan vs every filed plan by assets

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

$3,519,515 43rd percentile higher than 43% 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

S.R. Perrott, Inc. Employee Savings & Protection Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.R. Perrott, Inc. Employee Savings & Protection Plan sits mid-pack in the medium band (139 participants).

Plan-year Form 5500 strip

Filing strip 590968982 · S.R. Perrott, Inc. PY 2022 · 401(k)

S.R. Perrott, Inc. Employee Savings & Protection Plan · $4M · 139 · 43rd

  • PHOTO $4M
  • PHOTO 139
  • PHOTO 43rd
  • PHOTO 401(k)
  • PHOTO near Kw International, LLC 401(k) Plan
  • PHOTO ind #2097

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 Wholesale Trade retirement plans → · Plans in Florida →

S.R. Perrott, Inc. Employee Savings & Protection Plan in the asset neighbourhood

S.R. Perrott, Inc. Employee Savings & Protection PlanS.R. Perrott, Inc. Employee …$4MKw International, LLC 401(k) PlanKw International, LLC 401(k)…$4MJ. B. K. Group, Inc. 401(k) Profit Sharing PlanJ. B. K. Group, Inc. 401(k) …$4MInfinity Technology, LLC 401(k) PlanInfinity Technology, LLC 401…$4MBenchmark Engineering, Inc. 401(k) PlanBenchmark Engineering, Inc. …$4M
End-of-year total assets ($M) among S.R. Perrott, Inc. Employee Savings & Protection Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN590968982
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

S.R. Perrott, Inc. Employee Savings & Protection Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants S.R. Perrott, Inc. Employee Savings & Protection Plan, Total assets ($B): 0.003519515 · Participants: 139S.R. Perrott, Inc. Employee Savings & Protection PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
S.R. Perrott, Inc. Employee Savings & Protection Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare S.R. Perrott, Inc. Employee Savings & Protection Plan side-by-side with 3 peers →

S.R. Perrott, Inc. Employee Savings & Protection Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kw International, LLC 401(k) Plan in TX ($4M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 S.R. Perrott, Inc. Employee Savings & Protection Plan assets move in 2022? ▼
S.R. Perrott, Inc. Employee Savings & Protection Plan declined sharply - down 24.0% during 2022, from $5M to $4M. Reported net income was -$1M.
Which 401(k) plans are similar in size to S.R. Perrott, Inc. Employee Savings & Protection Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kw International, LLC 401(k) Plan in TX ($4M, 121 participants).
Which 401(k) plans cover a similar participant headcount to S.R. Perrott, Inc. Employee Savings & Protection Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 590968982.

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.