401(k) · DOL Form 5500 · 2022
Perlick Corporation 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 296
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $95,170
- Avg per participant Below avg balance/head
Official DOL plan name: Perlick Corporation Retirement Savings Plan · Sponsored by Perlick Corporation · Wisconsin · Manufacturing
$28M in assets, 296 participants
Perlick Corporation's Perlick Corporation Retirement Savings Plan reported $28M in total assets and 296 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #15,343 in Manufacturing (20,602 peers)
Where Perlick Corporation Retirement Savings Plan sits by assets
Perlick Corporation Retirement Savings Plan sits in the top quartile of all filed plans by assets, $28M for 296 participants (~$95,170/participant), down 18.5% in 2022.
- #15,343
- in Manufacturing (20,602 peers)
- -18.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Perlick Corporation Retirement Savings Plan's outsized position by total assets
Perlick Corporation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,170,407 Top 18% higher than 82% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Perlick Corporation Retirement 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. Perlick Corporation Retirement Savings Plan sits mid-pack in the medium band (296 participants).
EBSA filing schedule strip
Filing strip 390533500 · Perlick Corporation PY 2022 · 401(k)
Perlick Corporation Retirement Savings Plan · $28M · 296 · 82nd
- PHOTO $28M
- IND 296
- EOY 82nd
- 5500 401(k)
- ASSETS near Kitchen Kompact, Inc. Profit Sharing Plan
- PCT ind #15343
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 Wisconsin →
Perlick Corporation Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$6M |
| Employer EIN | 390533500 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perlick Corporation)
Sponsor-wide plan assets over time
All Perlick Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 21.309645969971253% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 296 | $28M |
| 2023 | 1 | 307 | $31M |
| 2024 | 1 | 262 | $34M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Perlick Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Kitchen Kompact, Inc. Profit Sharing Plan in IN ($28M); by covered participants it is Aarsand Management, LLC 401(k) Plan in MD (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Kitchen Kompact, Inc. Profit Sharing Plan (IN) $28M · 205
- Architect Equity 401(k) Plan (CA) $28M · 321
- Ineight Inc. 401(k) Plan (AZ) $28M · 331
- Viant Technology LLC 401(k) Plan (CA) $28M · 343
Similar participant headcount
Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.
- Aarsand Management, LLC 401(k) Plan (MD) 296 · 0 off
- Associatesmd Medical Group 401(k) Plan (FL) 296 · 0 off
- Kpa Services, LLC 401(k) Plan (CO) 296 · 0 off
- Compsource Retirement Savings Plan (OK) 296 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.