Defined Benefit (Pension) · DOL Form 5500 · 2022
The Perry Company Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: The Perry Company Retirement Plan & Trust · Sponsored by The Perry Company · Texas · Real Estate
$2M in assets, 2 participants
The Perry Company's The Perry Company Retirement Plan & Trust reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #2,723 in Real Estate (5,057 peers)
2022 asset change
The Perry Company Retirement Plan & Trust grew at a solid clip 9.9% in 2022 ($2M → $2M) for 2 participants.
- #2,723
- in Real Estate (5,057 peers)
- +9.9%
- assets growth YoY
The Perry Company Retirement Plan & Trust's mid-pack asset rank among Real Estate and all filers
The Perry Company Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,223,990 35th percentile higher than 35% 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
The Perry Company Retirement Plan & 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. The Perry Company Retirement Plan & Trust is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 741258198 · The Perry Company PY 2022 · Defined Benefit (Pension)
The Perry Company Retirement Plan & Trust · $2M · 2 · 35th
- PHOTO $2M
- IND 2
- EOY 35th
- 5500 Defined Benefit (Pension)
- ASSETS near Employee Benefit Plan of Family Services, Inc.
- PCT ind #2723
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 Real Estate retirement plans → · Plans in Texas →
The Perry Company Retirement Plan & Trust in the asset neighbourhood
The Perry Company years around the 2022 move
Sponsor-wide plan assets over time
All The Perry Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 1.2623258198103409% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $213K |
| Employer EIN | 741258198 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
The Perry Company Retirement Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Employee Benefit Plan of Family Services, Inc. in NC ($2M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.