Profit Sharing · DOL Form 5500 · 2023
Perry & Associates Inc Employee Profit Sharing Plan Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Perry & Associates Inc Employee Profit Sharing Plan · Sponsored by Perry & Associates Inc Employee Profit Sharing Plan · Utah · Construction
$5M in assets, 3 participants
Perry & Associates Inc Employee Profit Sharing Plan's Perry & Associates Inc Employee Profit Sharing Plan reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #3,689 in Construction (9,030 peers)
What the 2023 filing shows
Perry & Associates Inc Employee Profit Sharing Plan holds $5M for 3 participants - about $1.6M per participant, in the lower half of filed plans by assets.
- #3,689
- in Construction (9,030 peers)
- +4.4%
- assets growth YoY
Perry & Associates Inc Employee Profit Sharing Plan's mid-pack asset rank among Construction and all filers
Perry & Associates Inc Employee Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,660,803 43rd percentile higher than 43% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Perry & Associates Inc Employee Profit Sharing 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. Perry & Associates Inc Employee Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Perry & Associates Inc Employee Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $195K in the plan year 2023 filing.
- Perry & Associates Inc Employee Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870306252 · Perry & Associates Inc Employee Profit Sharing Plan PY 2023 · Profit Sharing
Perry & Associates Inc Employee Profit Sharing Plan · $5M · 3 · 43rd
- PART $5M
- PART 3
- PART 43rd
- PART Profit Sharing
- PART near Integrated Circuit Support, Inc. Profit Sharing Plan and Trust
- PART ind #3689
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 Construction retirement plans → · Plans in Utah →
Perry & Associates Inc Employee Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $195K |
| Employer EIN | 870306252 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perry & Associates Inc Employee Profit Sharing Plan)
Sponsor-wide plan assets over time
All Perry & Associates Inc Employee Profit Sharing Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 9.191849045245982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $4M |
| 2023 | 1 | 3 | $5M |
| 2024 | 1 | 3 | $5M |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $431M · 7,868
- Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan $320M · 2,460
- Parsons Behle & Latimer Profit Sharing Plan & Trust $147M · 265
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $118M · N/A
- Campbell Scientific Profit Sharing Plan $106M · 651
Perry & Associates Inc Employee Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Integrated Circuit Support, Inc. Profit Sharing Plan and Trust in CA ($5M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); 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.