Profit Sharing · DOL Form 5500 · 2022

George D. Perlman, P.a. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
5
Participants Small participant base
54th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: George D. Perlman, P.a. Profit Sharing Plan and Trust · Sponsored by George D. Perlman, P.a. · Florida · Professional & Technical Services

$6M in assets, 5 participants

George D. Perlman, P.a.'s George D. Perlman, P.a. Profit Sharing Plan and Trust reported $6M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #11,206 in Professional & Technical Services (21,562 peers)

George D. Perlman, P.a. multi-year trail

George D. Perlman, P.a.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows George D. Perlman, P.a. Profit Sharing Plan and Trust at $6M / 5 participants.

#11,206
in Professional & Technical Services (21,562 peers)
-29.4%
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.

George D. Perlman, P.a. Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

George D. Perlman, P.a. Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,898,667 Top 46% higher than 54% 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

George D. Perlman, P.a. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. George D. Perlman, P.a. Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 592087289 · George D. Perlman, P.a. PY 2022 · Profit Sharing

George D. Perlman, P.a. Profit Sharing Plan and Trust · $6M · 5 · 54th

  • NET $6M
  • NET 5
  • NET 54th
  • NET Profit Sharing
  • NET near Long, Parker, P.a. Profit Sharing Plan
  • NET ind #11206

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 Florida →

George D. Perlman, P.a. Profit Sharing Plan and Trust in the asset neighbourhood

George D. Perlman, P.a. Profit Sharing Plan and TrustGeorge D. Perlman, P.a. Prof…$6MLong, Parker, P.a. Profit Sharing PlanLong, Parker, P.a. Profit Sh…$6MEl Paso Drywall Inc Profit Sharing PlanEl Paso Drywall Inc Profit S…$6MCoombes Equipment, Inc. Employee Profit Sharing PlanCoombes Equipment, Inc. Empl…$6MGrayslake Animal Hospital Ltd Profit Sharing PlanGrayslake Animal Hospital Lt…$6M
End-of-year total assets ($M) among George D. Perlman, P.a. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

George D. Perlman, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All George D. Perlman, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 40.5719970291593% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.9M $8.29M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 5 $6M
2023 1 5 $7M
2024 1 5 $8M

George D. Perlman, P.a. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN592087289
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

George D. Perlman, P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants George D. Perlman, P.a. Profit Sharing Plan and Trust, Total assets ($B): 0.005898667 · Participants: 5George D. Perlman, P.a. Profit Sharing Plan and TrustRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
George D. Perlman, P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare George D. Perlman, P.a. Profit Sharing Plan and Trust side-by-side with 3 peers →

George D. Perlman, P.a. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Long, Parker, P.a. Profit Sharing Plan in NC ($6M); by covered participants it is Unit Design Inc Ps in LA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 George D. Perlman, P.a. Profit Sharing Plan and Trust assets move in 2022? ▼
George D. Perlman, P.a. Profit Sharing Plan and Trust declined sharply - down 29.4% during 2022, from $8M to $6M. Reported net income was -$2M.
How have George D. Perlman, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), George D. Perlman, P.a.'s sponsor-wide assets grew 40.6%, from $6M to $8M.
Which Profit Sharing plans are similar in size to George D. Perlman, P.a. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Long, Parker, P.a. Profit Sharing Plan in NC ($6M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to George D. Perlman, P.a. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Unit Design Inc Ps in LA (5 participants, $2M 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 592087289.

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.