Profit Sharing · DOL Form 5500 · 2022

Stuart M. Perry, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
122
Participants Small participant base
43rd
Percentile by assets National rank
$28,114
Avg per participant Low balance/head
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Official DOL plan name: Profit Sharing Retirement Plan of Stuart M. Perry, Inc. · Sponsored by Stuart M. Perry, Inc. · Virginia · Mining & Oil Extraction

$3M in assets, 122 participants

Stuart M. Perry, Inc.'s Profit Sharing Retirement Plan of Stuart M. Perry, Inc. reported $3M in total assets and 122 participants in its 2022 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.

  • #215 in Mining & Oil Extraction (892 peers)

Coverage in Virginia

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. covers 122 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $3M.

#215
in Mining & Oil Extraction (892 peers)
-3.8%
assets change YoY

The plan reported a net loss of $137K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing Retirement Plan of Stuart M. Perry, Inc.'s mid-pack asset rank among Mining & Oil Extraction and all filers

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,429,958 43rd percentile higher than 43% of 139,123 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 2022

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Retirement Plan of Stuart M. Perry, Inc. sits mid-pack in the medium band (122 participants).

Plan-year Form 5500 strip

Filing strip 540541865 · Stuart M. Perry, Inc. PY 2022 · Profit Sharing

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. · $3M · 122 · 43rd

  • PCT $3M
  • PCT 122
  • PCT 43rd
  • PCT Profit Sharing
  • PCT near Noble Research Institute, LLC Defined Contribution Plan
  • PCT ind #215

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 Mining & Oil Extraction retirement plans → · Plans in Virginia →

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. in the asset neighbourhood

Profit Sharing Retirement Plan of Stuart M. Perry, Inc.Profit Sharing Retirement Pl…$3MNoble Research Institute, LLC Defined Contribution PlanNoble Research Institute, LL…$3MThe Callan Company Inc Profit Sharing PlanThe Callan Company Inc Profi…$3MPozzi Brothers Transportation Inc.Emp.Profit Sharing PlanPozzi Brothers Transportatio…$3MJose Kareh Cordero Profit Sharing Retirement PlanJose Kareh Cordero Profit Sh…$3M
End-of-year total assets ($M) among Profit Sharing Retirement Plan of Stuart M. Perry, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$137K
Employer EIN540541865
Plan Effective Date1973-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stuart M. Perry, Inc.)

Sponsor-wide plan assets over time

All Stuart M. Perry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.713188907852516% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.43M $4.28M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 122 $3M
2023 1 131 $4M
2024 1 124 $4M

Nearby Profit Sharing Plans in Virginia

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

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Profit Sharing Retirement Plan of Stuart M. Perry, Inc., Total assets ($M): 3.429958 · Participants: 122Profit Sharing Retirement Plan of Stuart M. Perry, Inc.Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings Plan
Profit Sharing Retirement Plan of Stuart M. Perry, Inc. vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Profit Sharing Retirement Plan of Stuart M. Perry, Inc. side-by-side with 3 peers →

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

Outside Virginia, the nearest Profit Sharing by assets is Noble Research Institute, LLC Defined Contribution Plan in OK ($3M); by covered participants it is Tech II, Inc. 401(k) Retirement Savings Plan in OH (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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.

Frequently Asked Questions

How did Profit Sharing Retirement Plan of Stuart M. Perry, Inc. assets move in 2022? ▼
Profit Sharing Retirement Plan of Stuart M. Perry, Inc. edged down modestly - down 3.8% during 2022, from $4M to $3M. Reported net income was -$137K.
How have Stuart M. Perry, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stuart M. Perry, Inc.'s sponsor-wide assets grew 24.7%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Profit Sharing Retirement Plan of Stuart M. Perry, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Noble Research Institute, LLC Defined Contribution Plan in OK ($3M, 196 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing Retirement Plan of Stuart M. Perry, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Tech II, Inc. 401(k) Retirement Savings Plan in OH (122 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540541865.

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.