401(k) · DOL Form 5500 · 2023

Perez Trading Company, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
134
Participants Small participant base
71st
Percentile by assets National rank
$134,226
Avg per participant Near avg balance/head
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Official DOL plan name: Perez Trading Company, Inc. 401(k) Savings Plan · Sponsored by Perez Trading Company, Inc. · Florida · Manufacturing

$18M in assets, 134 participants

Perez Trading Company, Inc.'s Perez Trading Company, Inc. 401(k) Savings Plan reported $18M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,227 in Manufacturing (18,722 peers)

Coverage in Florida

Perez Trading Company, Inc. 401(k) Savings Plan covers 134 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#11,227
in Manufacturing (18,722 peers)
+23.8%
assets growth YoY

Perez Trading Company, Inc. 401(k) Savings Plan's outsized position by total assets

Perez Trading Company, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$17,986,241 Top 29% higher than 71% 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

Perez Trading Company, Inc. 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perez Trading Company, Inc. 401(k) Savings Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perez Trading Company, Inc. 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Perez Trading Company, Inc. 401(k) Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Perez Trading Company, Inc. 401(k) Savings Plan reported participants rose from 118 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 135660405 · Perez Trading Company, Inc. PY 2023 · 401(k)

Perez Trading Company, Inc. 401(k) Savings Plan · $18M · 134 · 71st

  • EOY $18M
  • 5500 134
  • ASSETS 71st
  • PCT 401(k)
  • EIN near South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan
  • RANK ind #11227

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 Manufacturing retirement plans → · Plans in Florida →

Perez Trading Company, Inc. 401(k) Savings Plan in the asset neighbourhood

Perez Trading Company, Inc. 401(k) Savings PlanPerez Trading Company, Inc. …$18MSouth Lake Clinic, P. a. Employees' Profit Sharing Plus PlanSouth Lake Clinic, P. a. Emp…$18MMother Parkers Tea & Coffee USA, Ltd 401(k) PlanMother Parkers Tea & Coffee …$18MPrecision Roll Grinders Savings & Investment PlanPrecision Roll Grinders Savi…$18ME & T Plastic Manufacturing Co. 401(k) Profit Sharing PlanE & T Plastic Manufacturing …$18M
End-of-year total assets ($M) among Perez Trading Company, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN135660405
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perez Trading Company, Inc.)

Sponsor-wide plan assets over time

All Perez Trading Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 42.24996588987365% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20.7M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 118 $15M
2023 1 134 $18M
2024 1 134 $21M

Nearby 401(k) Plans in Florida

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

Perez Trading Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Perez Trading Company, Inc. 401(k) Savings Plan, Total assets ($B): 0.017986241 · Participants: 134Perez Trading Company, Inc. 401(k) Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Perez Trading Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Perez Trading Company, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Perez Trading Company, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan in MN ($18M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Perez Trading Company, Inc. 401(k) Savings Plan assets move in 2023? ▼
Perez Trading Company, Inc. 401(k) Savings Plan grew sharply - up 23.8% during 2023, from $15M to $18M. Reported net income was $3M.
How have Perez Trading Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perez Trading Company, Inc.'s sponsor-wide assets grew 42.2%, from $15M to $21M.
Which 401(k) plans are similar in size to Perez Trading Company, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan in MN ($18M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Perez Trading Company, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 135660405.

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.