401(k) · DOL Form 5500 · 2022

Kari-Out LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
556
Participants Below avg headcount
62nd
Percentile by assets National rank
$15,476
Avg per participant Low balance/head
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Official DOL plan name: Perk-Up, Inc. 401(k) Plan · Sponsored by Kari-Out LLC · New York · Manufacturing

$9M in assets, 556 participants

Kari-Out LLC's Perk-Up, Inc. 401(k) Plan reported $9M in total assets and 556 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,940 in Manufacturing (20,602 peers)

Kari-Out LLC multi-year trail

Kari-Out LLC's plans moved +121.3% in assets from 2022 to 2024; this filing shows Perk-Up, Inc. 401(k) Plan at $9M / 556 participants.

#9,940
in Manufacturing (20,602 peers)
-7.6%
assets change YoY

The plan reported a net loss of $710K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Perk-Up, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Perk-Up, Inc. 401(k) Plan vs every filed plan by assets

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

$8,604,648 Top 38% higher than 62% 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

Perk-Up, Inc. 401(k) 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. Perk-Up, Inc. 401(k) Plan sits mid-pack in the medium band (556 participants).

Published 5500 schedule card

Filing strip 844103793 · Kari-Out LLC PY 2022 · 401(k)

Perk-Up, Inc. 401(k) Plan · $9M · 556 · 62nd

  • IND $9M
  • IND 556
  • IND 62nd
  • IND 401(k)
  • IND near Globus Printing & Packaging, Inc. Profit Sharing 401(k) Plan
  • IND ind #9940

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 New York →

Perk-Up, Inc. 401(k) Plan in the asset neighbourhood

Lumos Pharma, Inc. 401(k) PlanLumos Pharma, Inc. 401(k) Pl…$9MPerk-Up, Inc. 401(k) Plan$9MGlobus Printing & Packaging, Inc. Profit Sharing 401(k) PlanGlobus Printing & Packaging,…$9M403(b) Thrift Plan of Donna Klein Jewish Academy, Inc.403(b) Thrift Plan of Donna …$9MDakota Consulting, Inc 401(k) PlanDakota Consulting, Inc 401(k…$9M
End-of-year total assets ($M) among Perk-Up, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kari-Out LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kari-Out LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 121.25547727228354% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.6M $19M ▲ +121.4%
Year Plans Participants Total Assets
2022 1 556 $9M
2023 1 573 $16M
2024 1 476 $19M

Kari-Out LLC filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$710K
Employer EIN844103793
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Perk-Up, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Perk-Up, Inc. 401(k) Plan, Total assets ($B): 0.008604648 · Participants: 556Perk-Up, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Perk-Up, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Perk-Up, Inc. 401(k) Plan side-by-side with 3 peers →

Perk-Up, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Globus Printing & Packaging, Inc. Profit Sharing 401(k) Plan in OH ($9M); by covered participants it is The 401(k) Plan for Certain Hcsc Subsidiaries in PA (556 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (556 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 Perk-Up, Inc. 401(k) Plan assets move in 2022? ▼
Perk-Up, Inc. 401(k) Plan pulled back noticeably - down 7.6% during 2022, from $9M to $9M. Reported net income was -$710K.
How have Kari-Out LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kari-Out LLC's sponsor-wide assets grew 121.3%, from $9M to $19M.
Which 401(k) plans are similar in size to Perk-Up, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Globus Printing & Packaging, Inc. Profit Sharing 401(k) Plan in OH ($9M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Perk-Up, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The 401(k) Plan for Certain Hcsc Subsidiaries in PA (556 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 844103793.

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.