Defined Benefit (Pension) · DOL Form 5500 · 2022

Perman Management, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
40th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Perman Management, Inc. Pension Plan · Sponsored by Perman Management, Inc. · California · Professional & Technical Services

$3M in assets, 2 participants

Perman Management, Inc.'s Perman Management, Inc. Pension Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,098 in Professional & Technical Services (21,562 peers)

Perman Management, Inc. multi-year trail

Perman Management, Inc.'s plans moved +10.3% in assets from 2022 to 2024; this filing shows Perman Management, Inc. Pension Plan at $3M / 2 participants.

#8,098
in Professional & Technical Services (21,562 peers)
-8.3%
assets change YoY

The plan reported a net loss of $269K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Perman Management, Inc. Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Perman Management, Inc. Pension Plan vs every filed plan by assets

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

$2,972,747 40th percentile higher than 40% 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

Perman Management, Inc. Pension 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. Perman Management, Inc. Pension Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 273697270 · Perman Management, Inc. PY 2022 · Defined Benefit (Pension)

Perman Management, Inc. Pension Plan · $3M · 2 · 40th

  • 5500 $3M
  • ASSETS 2
  • PCT 40th
  • EIN Defined Benefit (Pension)
  • RANK near Pender Ems and Fire, Inc. Retirement Pension Plan
  • PHOTO ind #8098

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 California →

Perman Management, Inc. Pension Plan in the asset neighbourhood

Terrill & Waldrop PLLC Cash Balance Plan and TrustTerrill & Waldrop PLLC Cash …$3MNew Bedford Fishermen's Pension FundNew Bedford Fishermen's Pens…$3MPerman Management, Inc. Pension PlanPerman Management, Inc. Pens…$3MPender Ems and Fire, Inc. Retirement Pension PlanPender Ems and Fire, Inc. Re…$3MThe Omaha Home for Boys Pension PlanThe Omaha Home for Boys Pens…$3M
End-of-year total assets ($M) among Perman Management, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Perman Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Perman Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.281164189216236% vs 2022
2024 filing year
$2.9M$3M$3.1M$3.2M$3.3M$3.4M 202220232024 $2.97M $3.28M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Perman Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$269K
Employer EIN273697270
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Perman Management, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Perman Management, Inc. Pension Plan, Total assets ($B): 0.002972747 · Participants: 2Perman Management, Inc. Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Perman Management, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Perman Management, Inc. Pension Plan side-by-side with 3 peers →

Perman Management, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Pender Ems and Fire, Inc. Retirement Pension Plan in NC ($3M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Perman Management, Inc. Pension Plan assets move in 2022? ▼
Perman Management, Inc. Pension Plan pulled back noticeably - down 8.3% during 2022, from $3M to $3M. Reported net income was -$269K.
How have Perman Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perman Management, Inc.'s sponsor-wide assets grew 10.3%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Perman Management, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pender Ems and Fire, Inc. Retirement Pension Plan in NC ($3M, 102 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Perman Management, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 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 273697270.

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.