Profit Sharing · DOL Form 5500 · 2023

Sandra K Perdue Corporation Profit Sharing Plan

Data updated 2026-08-25

$253K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$253,021
Avg per participant Above avg balance/head
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Official DOL plan name: Sandra K Perdue Corporation Retirement Plan · Sponsored by Sandra K Perdue Corporation · Ohio · Food Services & Accommodation

$253K in assets, 1 participants

Sandra K Perdue Corporation's Sandra K Perdue Corporation Retirement Plan reported $253K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,255 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sandra K Perdue Corporation Retirement Plan ranks #1,255 of 3,828 2023 filers by assets (7733% of the sector average)-$253K for 1 participant.

#1,255
in Food Services & Accommodation (3,828 peers)
-2.1%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sandra K Perdue Corporation Retirement Plan among the smaller filed plans by assets

Sandra K Perdue Corporation Retirement Plan vs every filed plan by assets

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

$253,021 12th percentile higher than 12% 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

Sandra K Perdue Corporation 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. Sandra K Perdue Corporation Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sandra K Perdue Corporation Retirement Plan reported net income fell from $259K in the plan year 2022 filing to -$5K in the plan year 2023 filing.
  • Sandra K Perdue Corporation Retirement Plan end-of-year assets fell from $259K in the plan year 2022 filing to $253K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 884262602 · Sandra K Perdue Corporation PY 2023 · Profit Sharing

Sandra K Perdue Corporation Retirement Plan · $253K · 1 · 12th

  • IND $253K
  • EOY 1
  • 5500 12th
  • ASSETS Profit Sharing
  • PCT near Tri County Heating and Cooling Inc. Retirement Plan
  • EIN ind #1255

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Sandra K Perdue Corporation Retirement Plan in the asset neighbourhood

Sandra K Perdue Corporation Retirement PlanSandra K Perdue Corporation …$253KTri County Heating and Cooling Inc. Retirement PlanTri County Heating and Cooli…$253KFdg Family Enterprises Inc. Retirement PlanFdg Family Enterprises Inc. …$253KHawk Mold & Die Supply Inc Profit Sharing PlanHawk Mold & Die Supply Inc P…$253KJpl Associates Corp Dba Pizza Palace Pension Transfer Trust PlanJpl Associates Corp Dba Pizz…$253K
End-of-year total assets ($M) among Sandra K Perdue Corporation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$259K
Net Assets (End of Year)$253K
Net Income-$5K
Employer EIN884262602
Plan Effective Date2022-11-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Sandra K Perdue Corporation)

Sponsor-wide plan assets over time

All Sandra K Perdue Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$187K 27.82772173051928% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.26M $0.19M ▼ -26.9%
Year Plans Participants Total Assets
2022 1 1 $259K
2023 1 1 $253K
2024 1 1 $187K

Nearby Profit Sharing Plans in Ohio

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

Sandra K Perdue Corporation Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Sandra K Perdue Corporation Retirement Plan, Total assets ($B): 0.000253021 · Participants: 1Sandra K Perdue Corporation Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Sandra K Perdue Corporation Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Sandra K Perdue Corporation Retirement Plan side-by-side with 3 peers →

Sandra K Perdue Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Tri County Heating and Cooling Inc. Retirement Plan in MT ($253K); 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 Sandra K Perdue Corporation Retirement Plan assets move in 2023? ▼
Sandra K Perdue Corporation Retirement Plan edged down modestly - down 2.1% during 2023, from $259K to $253K. Reported net income was -$5K.
How have Sandra K Perdue Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandra K Perdue Corporation's sponsor-wide assets declined 27.8%, from $259K to $187K.
Where does Sandra K Perdue Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
Sandra K Perdue Corporation Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sandra K Perdue Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tri County Heating and Cooling Inc. Retirement Plan in MT ($253K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Sandra K Perdue Corporation 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 884262602.

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.