Profit Sharing · DOL Form 5500 · 2022
Perenich, Caulfield, Avril & Noyes, P.a. Profit Sharing Plan
Data updated 2026-08-11
- $13M
- Total assets
- 27
- Participants
- 70th
- Percentile by assets
- $471,275
- Avg per participant
Official DOL plan name: Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan · Sponsored by Perenich, Caulfield, Avril & Noyes, P.a. · Florida · Professional & Technical Services
$13M in assets, 27 participants
Perenich, Caulfield, Avril & Noyes, P.a.'s Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan reported $13M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 139,126 plans)
- #14,859 in Professional & Technical Services (21,562 peers)
Perenich, Caulfield, Avril & Noyes, P.a. multi-year trail
Perenich, Caulfield, Avril & Noyes, P.a.'s plans moved +24.4% in assets from 2022 to 2024; this filing shows Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan at $13M / 27 participants.
- $13M
- total plan assets (2022 EOY)
- 27
- covered participants
- 70th
- percentile by assets (of 139,126 plans)
- $471,275
- avg assets per participant
Perenich, Caulfield, Avril & Noyes, P.a. across 3 plan years on file
Across the 3 plan years Perenich, Caulfield, Avril & Noyes, P.a. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $16M, a gain of 24.4%, while reported participants moved from 27 to 20 (-25.9%). Peak year by sponsor assets: 2024 ($16M); trough: 2022 ($13M).
Perenich, Caulfield, Avril & Noyes, P.a. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $13M |
| 2023 | 1 | 19 | $16M |
| 2024 | 1 | 20 | $16M |
Perenich, Caulfield, Avril & Noyes, P.a. filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $507K |
| Employer EIN | 591279722 |
| Plan Effective Date | 1970-01-12 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan's numbers.
- By total assets, Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- Perenich, Caulfield, Avril & Noyes, P.a.'s sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans