401(k) · DOL Form 5500 · 2023

Perry, Johnson, Anderson, Miller & Moskowitz LLP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
53
Participants Small participant base
65th
Percentile by assets National rank
$251,802
Avg per participant Above avg balance/head
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Official DOL plan name: Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan · Sponsored by Perry, Johnson, Anderson, Miller & Moskowitz LLP · California · Professional & Technical Services

$13M in assets, 53 participants

Perry, Johnson, Anderson, Miller & Moskowitz LLP's Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan reported $13M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,014 in Professional & Technical Services (20,321 peers)

Perry, Johnson, Anderson, Miller & Moskowitz LLP multi-year trail

Perry, Johnson, Anderson, Miller & Moskowitz LLP's plans moved +48.7% in assets from 2022 to 2024; this filing shows Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan at $13M / 53 participants.

#13,014
in Professional & Technical Services (20,321 peers)
+24.7%
assets growth YoY

Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan vs every filed plan by assets

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

$13,345,492 Top 35% higher than 65% 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

Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan reported participants rose from 45 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943281889 · Perry, Johnson, Anderson, Miller & Moskowitz LLP PY 2023 · 401(k)

Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan · $13M · 53 · 65th

  • VS-ST $13M
  • BOY 53
  • SCH 65th
  • EBSA 401(k)
  • PART near Somerset Regal Bank 401(k) Retirement Plan
  • TYPE ind #13014

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 Professional & Technical Services retirement plans → · Plans in California →

Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan in the asset neighbourhood

Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) PlanPerry, Johnson, Anderson, Mi…$13MSomerset Regal Bank 401(k) Retirement PlanSomerset Regal Bank 401(k) R…$13MRadical Media 401(k) Profit Sharing PlanRadical Media 401(k) Profit …$13MBabylon 401(k) Plan$13MLincoln Contractors Supply, Inc. 401(k) Savings PlanLincoln Contractors Supply, …$13M
End-of-year total assets ($M) among Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Perry, Johnson, Anderson, Miller & Moskowitz LLP multi-year asset trail

Sponsor-wide plan assets over time

All Perry, Johnson, Anderson, Miller & Moskowitz LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 48.687282483343616% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.7M $15.9M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 45 $11M
2023 1 53 $13M
2024 1 50 $16M

Perry, Johnson, Anderson, Miller & Moskowitz LLP filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN943281889
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan, Total assets ($B): 0.013345492 · Participants: 53Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Somerset Regal Bank 401(k) Retirement Plan in NJ ($13M); by covered participants it is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 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.

Frequently Asked Questions

How did Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan assets move in 2023?
Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan grew sharply - up 24.7% during 2023, from $11M to $13M. Reported net income was $3M.
How have Perry, Johnson, Anderson, Miller & Moskowitz LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Perry, Johnson, Anderson, Miller & Moskowitz LLP's sponsor-wide assets grew 48.7%, from $11M to $16M.
Which 401(k) plans are similar in size to Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Somerset Regal Bank 401(k) Retirement Plan in NJ ($13M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Perry, Johnson, Anderson, Miller & Moskowitz LLP Profit Sharing/401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants, $4M in assets).