401(k)
2022 plan-year 401(k) DOL Form 5500

Perfection Companies Associates Retirement Plan

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

Sponsored by Perfection Group, Inc. · Ohio · Construction

What the 2023 filing shows

Perfection Companies Associates Retirement Plan holds $25M for 259 participants — about $96,677 per participant, down 15.4% over the 2022 plan year.

$25M
total plan assets (2022 EOY)
259
covered participants
$96,677
avg assets per participant
-15.4%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$25M
Participants
259
State
Industry
Construction

What the Filing Says About Perfection Companies Associates Retirement Plan

Perfection Companies Associates Retirement Plan is a 401(k) retirement plan sponsored by Perfection Group, Inc., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 259 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 311067245, and the plan has been effective since 1984-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $30M at the beginning of 2022 to $25M at year-end — a decline of 15.4%. Net assets (after liabilities) closed the year at $25M, with reported net income of $-4,548,303 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)$30M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$-4,548,303
Plan Type401(k)
Employer EIN311067245
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perfection Group, Inc.)

Year Plans Participants Total Assets
2022 1 259 $25M
2023 1 285 $30M
2024 1 294 $35M

Nearby 401(k) Plans in Ohio

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

Frequently Asked Questions

How much money is in the Perfection Companies Associates Retirement Plan?
As of the 2022 Form 5500 filing, Perfection Companies Associates Retirement Plan holds $25M in total assets with 259 participants. It is sponsored by Perfection Group, Inc..
What type of plan is Perfection Companies Associates Retirement Plan?
Perfection Companies Associates Retirement Plan is a 401(k) plan. It has been effective since 1984-04-01. The plan is filed with the U.S. Department of Labor under EIN 311067245.
Who sponsors the Perfection Companies Associates Retirement Plan?
Perfection Companies Associates Retirement Plan is sponsored by Perfection Group, Inc., located in Ohio. The sponsor's EIN is 311067245 and the plan operates in the Construction industry.
How did Perfection Companies Associates Retirement Plan perform in 2022?
Perfection Companies Associates Retirement Plan declined by 15.4% during 2022, moving from $30M to $25M in total assets. Net income was $-4,548,303.
Where can I find official filings for Perfection Companies Associates Retirement Plan?
Official Form 5500 filings for Perfection Companies Associates Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311067245 or plan name at efast.dol.gov.
How does Perfection Companies Associates Retirement Plan compare to other plans?
You can compare Perfection Companies Associates Retirement Plan against other 401(k) plans on the plan type page, or view plans in Ohio 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 311067245.

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.