Profit Sharing · DOL Form 5500 · 2023

Perge, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Perge, Inc. Retirement Plan · Sponsored by Perge, Inc. · Delaware · Real Estate

$1M in assets, 1 participants

Perge, Inc.'s Perge, Inc. Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,031 in Real Estate (4,727 peers)

What the 2023 filing shows

Perge, Inc. Retirement Plan holds $1M for 1 participant - about $1.2M per participant, in the lower half of filed plans by assets.

#2,031
in Real Estate (4,727 peers)
-4.0%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Perge, Inc. Retirement Plan among the smaller filed plans by assets

Perge, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,200,000 25th percentile higher than 25% of 127,068 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 2023

Perge, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perge, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perge, Inc. Retirement Plan reported net income rose from -$150K in the plan year 2022 filing to -$50K in the plan year 2023 filing.
  • Perge, Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 473108202 · Perge, Inc. PY 2023 · Profit Sharing

Perge, Inc. Retirement Plan · $1M · 1 · 25th

  • EOY $1M
  • EOY 1
  • EOY 25th
  • EOY Profit Sharing
  • EOY near Angel Reyes Alicea Retirement Plan
  • EOY ind #2031

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 Delaware →

Perge, Inc. Retirement Plan in the asset neighbourhood

Perge, Inc. Retirement Plan$1MAngel Reyes Alicea Retirement PlanAngel Reyes Alicea Retiremen…$1MGuidon Mje Inc. Retirement PlanGuidon Mje Inc. Retirement P…$1MCca Wealth Strategies Inc. Retirement PlanCca Wealth Strategies Inc. R…$1MT.E. Kramer Holdings, Inc. Retirement PlanT.E. Kramer Holdings, Inc. R…$1M
End-of-year total assets ($M) among Perge, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$50K
Employer EIN473108202
Plan Effective Date2015-02-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Perge, Inc.)

Sponsor-wide plan assets over time

All Perge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0% vs 2022
2024 filing year
$1.18M$1.2M$1.22M$1.24M$1.26M 202220232024 $1.25M $1.25M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Nearby Profit Sharing Plans in Delaware

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Perge, Inc. Retirement Plan vs. nearby Profit Sharing plans in Delaware, assets vs. participants Scatter plot of 6 data points. -50000500010000 -1000100200300 Total assets ($M) Participants Perge, Inc. Retirement Plan, Total assets ($M): 1.2 · Participants: 1Perge, Inc. Retirement PlanChristiana Care Health Services, Inc. Defined Contribution Plan, Total assets ($M): 248.365422 · Participants: 9395Christiana Care Health Services, Inc. Defined Contribution PlanPlumbers & Pipefitters Lu No. 74 Annuity Fund, Total assets ($M): 88.258538 · Participants: 752Plumbers & Pipefitters Lu No. 74 Annuity FundWilmington Friends School 403(b) Retirement Plan, Total assets ($M): 51.992162 · Participants: 140Wilmington Friends School 403(b) Retirement PlanPharmachem Laboratories, Inc. Profit Sharing Plan, Total assets ($M): 47.722437 · Participants: 106Pharmachem Laboratories, Inc. Profit Sharing PlanFiduciary Services Group 401(k) Plan, Total assets ($M): 25.748997 · Participants: 402Fiduciary Services Group 401(k) Plan
Perge, Inc. Retirement Plan vs. nearby Profit Sharing plans in Delaware, assets vs. participants
Compare Perge, Inc. Retirement Plan side-by-side with 3 peers →

Perge, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Delaware, the nearest Profit Sharing by assets is Angel Reyes Alicea Retirement Plan in PR ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Perge, Inc. Retirement Plan assets move in 2023? ▼
Perge, Inc. Retirement Plan edged down modestly - down 4.0% during 2023, from $1M to $1M. Reported net income was -$50K.
How have Perge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perge, Inc.'s sponsor-wide assets grew 0.0%, from $1M to $1M.
Where does Perge, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Perge, Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Perge, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Angel Reyes Alicea Retirement Plan in PR ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Perge, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473108202.

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.