401(k) · DOL Form 5500 · 2022

Perez Trading Company, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
118
Participants Small participant base
72nd
Percentile by assets National rank
$123,106
Avg per participant Near avg balance/head
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Official DOL plan name: Perez Trading Company, Inc. 401(k) Savings Plan · Sponsored by Perez Trading Company, Inc. · Florida · Manufacturing

$15M in assets, 118 participants

Perez Trading Company, Inc.'s Perez Trading Company, Inc. 401(k) Savings Plan reported $15M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,625 in Manufacturing (20,602 peers)

Coverage in Florida

Perez Trading Company, Inc. 401(k) Savings Plan covers 118 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#12,625
in Manufacturing (20,602 peers)
-10.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Perez Trading Company, Inc. 401(k) Savings Plan's outsized position by total assets

Perez Trading Company, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$14,526,478 Top 28% higher than 72% 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

Perez Trading Company, Inc. 401(k) Savings 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. Perez Trading Company, Inc. 401(k) Savings Plan sits mid-pack in the medium band (118 participants).

Form 5500 schedule snapshot

Filing strip 135660405 · Perez Trading Company, Inc. PY 2022 · 401(k)

Perez Trading Company, Inc. 401(k) Savings Plan · $15M · 118 · 72nd

  • BOOK $15M
  • BOOK 118
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near Karndean International LLC 401(k) Plan
  • BOOK ind #12625

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 Manufacturing retirement plans → · Plans in Florida →

Perez Trading Company, Inc. 401(k) Savings Plan in the asset neighbourhood

Perez Trading Company, Inc. 401(k) Savings PlanPerez Trading Company, Inc. …$15MKarndean International LLC 401(k) PlanKarndean International LLC 4…$15MStereotaxis, Inc. Employees Savings TrustStereotaxis, Inc. Employees …$15MCompass Mortgage, Inc. 401(k) PlanCompass Mortgage, Inc. 401(k…$15MRocksol Consulting Group, Inc. 401(k) PlanRocksol Consulting Group, In…$15M
End-of-year total assets ($M) among Perez Trading Company, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN135660405
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perez Trading Company, Inc.)

Sponsor-wide plan assets over time

All Perez Trading Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 42.24996588987365% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20.7M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 118 $15M
2023 1 134 $18M
2024 1 134 $21M

Nearby 401(k) Plans in Florida

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

Perez Trading Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Perez Trading Company, Inc. 401(k) Savings Plan, Total assets ($B): 0.014526478 · Participants: 118Perez Trading Company, Inc. 401(k) Savings 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
Perez Trading Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Perez Trading Company, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Perez Trading Company, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Karndean International LLC 401(k) Plan in PA ($15M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Perez Trading Company, Inc. 401(k) Savings Plan assets move in 2022? ▼
Perez Trading Company, Inc. 401(k) Savings Plan pulled back noticeably - down 10.7% during 2022, from $16M to $15M. Reported net income was -$2M.
How have Perez Trading Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perez Trading Company, Inc.'s sponsor-wide assets grew 42.2%, from $15M to $21M.
Which 401(k) plans are similar in size to Perez Trading Company, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Karndean International LLC 401(k) Plan in PA ($15M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Perez Trading Company, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 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 135660405.

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.