401(k) · DOL Form 5500 · 2022

Monica Perlman, Md, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
137
Participants Small participant base
41st
Percentile by assets National rank
$23,041
Avg per participant Low balance/head
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Official DOL plan name: Monica Perlman, Md, Inc. 401(k) Plan · Sponsored by Monica Perlman, Md, Inc. · California · Healthcare & Social Assistance

$3M in assets, 137 participants

Monica Perlman, Md, Inc.'s Monica Perlman, Md, Inc. 401(k) Plan reported $3M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #9,079 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Monica Perlman, Md, Inc. 401(k) Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $3M.

#9,079
in Healthcare & Social Assistance (20,060 peers)
+5.5%
assets growth YoY

Monica Perlman, Md, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monica Perlman, Md, Inc. 401(k) Plan vs every filed plan by assets

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

$3,156,615 41st percentile higher than 41% 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

Monica Perlman, Md, Inc. 401(k) Plan 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. Monica Perlman, Md, Inc. 401(k) Plan sits mid-pack in the medium band (137 participants).

Form 5500 schedule snapshot

Filing strip 202138632 · Monica Perlman, Md, Inc. PY 2022 · 401(k)

Monica Perlman, Md, Inc. 401(k) Plan · $3M · 137 · 41st

  • RANK $3M
  • RANK 137
  • RANK 41st
  • RANK 401(k)
  • RANK near Ancillare LP 401(k) Profit Sharing Plan
  • RANK ind #9079

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Monica Perlman, Md, Inc. 401(k) Plan in the asset neighbourhood

Monica Perlman, Md, Inc. 401(k) PlanMonica Perlman, Md, Inc. 401…$3MAncillare LP 401(k) Profit Sharing PlanAncillare LP 401(k) Profit S…$3MPartnership with Children, Inc. 401(k) Profit Sharing Plan and TrustPartnership with Children, I…$3MTelnyx, LLC 401(k) Plan$3MEnergy Solutions Technology, LLC 401(k) Profit Sharing PlanEnergy Solutions Technology,…$3M
End-of-year total assets ($M) among Monica Perlman, Md, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$165K
Employer EIN202138632
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monica Perlman, Md, Inc.)

Sponsor-wide plan assets over time

All Monica Perlman, Md, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 129.2526963218511% vs 2022
2024 filing year
$2M$4M$6M$8M 20222024 $3.16M $7.24M ▲ +129.1%
Year Plans Participants Total Assets
2022 1 137 $3M
2024 1 389 $7M

Nearby 401(k) Plans in California

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

Monica Perlman, Md, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Monica Perlman, Md, Inc. 401(k) Plan, Total assets ($B): 0.003156615 · Participants: 137Monica Perlman, Md, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Monica Perlman, Md, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monica Perlman, Md, Inc. 401(k) Plan side-by-side with 3 peers →

Monica Perlman, Md, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ancillare LP 401(k) Profit Sharing Plan in PA ($3M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Monica Perlman, Md, Inc. 401(k) Plan assets move in 2022? ▼
Monica Perlman, Md, Inc. 401(k) Plan grew at a solid clip - up 5.5% during 2022, from $3M to $3M. Reported net income was $165K.
How have Monica Perlman, Md, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Monica Perlman, Md, Inc.'s sponsor-wide assets grew 129.3%, from $3M to $7M.
Which 401(k) plans are similar in size to Monica Perlman, Md, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ancillare LP 401(k) Profit Sharing Plan in PA ($3M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Monica Perlman, Md, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M 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 202138632.

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.