401(k) · DOL Form 5500 · 2023

Palo Verde Perfusion, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
29th
Percentile by assets National rank
$147,376
Avg per participant Above avg balance/head
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Official DOL plan name: Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan · Sponsored by Palo Verde Perfusion, Inc. · Arizona · Healthcare & Social Assistance

$2M in assets, 12 participants

Palo Verde Perfusion, Inc.'s Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,775 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan holds $2M for 12 participants - about $147,376 per participant, in the lower half of filed plans by assets.

#4,775
in Healthcare & Social Assistance (17,684 peers)
-7.7%
assets change YoY

The plan reported a net loss of $145K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,768,507 29th percentile higher than 29% 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

Palo Verde Perfusion, Inc. 401(k) Profit Sharing 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. Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan reported net income rose from -$308K in the plan year 2022 filing to -$145K in the plan year 2023 filing.
  • Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860530463 · Palo Verde Perfusion, Inc. PY 2023 · 401(k)

Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan · $2M · 12 · 29th

  • EBSA $2M
  • EBSA 12
  • EBSA 29th
  • EBSA 401(k)
  • EBSA near Complete Property Services, Inc. 401(k) Plan
  • EBSA ind #4775

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 Arizona →

Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Palo Verde Perfusion, Inc. 401(k) Profit Sharing PlanPalo Verde Perfusion, Inc. 4…$2MComplete Property Services, Inc. 401(k) PlanComplete Property Services, …$2MKershaw Talley Barlow, PC 401(k) Profit Sharing PlanKershaw Talley Barlow, PC 40…$2MDropoff, Inc. 401(k) Plan$2MDiebold Inc 401(k) Savings Plan for Puerto Rico AssociatesDiebold Inc 401(k) Savings P…$2M
End-of-year total assets ($M) among Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$145K
Employer EIN860530463
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palo Verde Perfusion, Inc.)

Sponsor-wide plan assets over time

All Palo Verde Perfusion, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.36402366666284% vs 2022
2024 filing year
$1.75M$1.8M$1.85M$1.9M$1.95M 202220232024 $1.92M $1.83M ▼ -4.7%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 12 $2M
2024 1 8 $2M

Nearby 401(k) Plans in Arizona

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

Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001768507 · Participants: 12Palo Verde Perfusion, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Complete Property Services, Inc. 401(k) Plan in FL ($2M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 7.7% during 2023, from $2M to $2M. Reported net income was -$145K.
How have Palo Verde Perfusion, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palo Verde Perfusion, Inc.'s sponsor-wide assets declined 4.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Complete Property Services, Inc. 401(k) Plan in FL ($2M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Palo Verde Perfusion, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 860530463.

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.