Profit Sharing · DOL Form 5500 · 2023

George D. Perlman, P.a. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
5
Participants Small participant base
52nd
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: George D. Perlman, P.a. Profit Sharing Plan and Trust · Sponsored by George D. Perlman, P.a. · Florida · Professional & Technical Services

$7M in assets, 5 participants

George D. Perlman, P.a.'s George D. Perlman, P.a. Profit Sharing Plan and Trust reported $7M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,255 in Professional & Technical Services (20,321 peers)

George D. Perlman, P.a. multi-year trail

George D. Perlman, P.a.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows George D. Perlman, P.a. Profit Sharing Plan and Trust at $7M / 5 participants.

#10,255
in Professional & Technical Services (20,321 peers)
+25.0%
assets growth YoY

George D. Perlman, P.a. Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

George D. Perlman, P.a. Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,370,517 Top 48% higher than 52% 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

George D. Perlman, P.a. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. George D. Perlman, P.a. Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • George D. Perlman, P.a. Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • George D. Perlman, P.a. Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592087289 · George D. Perlman, P.a. PY 2023 · Profit Sharing

George D. Perlman, P.a. Profit Sharing Plan and Trust · $7M · 5 · 52nd

  • PHOTO $7M
  • IND 5
  • EOY 52nd
  • 5500 Profit Sharing
  • ASSETS near Edesia Inc. Retirement Savings Plan
  • PCT ind #10255

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 Professional & Technical Services retirement plans → · Plans in Florida →

George D. Perlman, P.a. Profit Sharing Plan and Trust in the asset neighbourhood

The Charles Stube Company Inc. Profit Sharing PlanThe Charles Stube Company In…$7MPand Corporation Profit Sharing PlanPand Corporation Profit Shar…$7MGeorge D. Perlman, P.a. Profit Sharing Plan and TrustGeorge D. Perlman, P.a. Prof…$7MEdesia Inc. Retirement Savings PlanEdesia Inc. Retirement Savin…$7MExterior Design, Inc. Profit Sharing PlanExterior Design, Inc. Profit…$7M
End-of-year total assets ($M) among George D. Perlman, P.a. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

George D. Perlman, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All George D. Perlman, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 40.5719970291593% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.9M $8.29M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 5 $6M
2023 1 5 $7M
2024 1 5 $8M

George D. Perlman, P.a. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN592087289
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

George D. Perlman, P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants George D. Perlman, P.a. Profit Sharing Plan and Trust, Total assets ($B): 0.007370517 · Participants: 5George D. Perlman, P.a. Profit Sharing Plan and TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
George D. Perlman, P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare George D. Perlman, P.a. Profit Sharing Plan and Trust side-by-side with 3 peers →

George D. Perlman, P.a. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Edesia Inc. Retirement Savings Plan in RI ($7M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 George D. Perlman, P.a. Profit Sharing Plan and Trust assets move in 2023? ▼
George D. Perlman, P.a. Profit Sharing Plan and Trust grew sharply - up 25.0% during 2023, from $6M to $7M. Reported net income was $1M.
How have George D. Perlman, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), George D. Perlman, P.a.'s sponsor-wide assets grew 40.6%, from $6M to $8M.
Which Profit Sharing plans are similar in size to George D. Perlman, P.a. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Edesia Inc. Retirement Savings Plan in RI ($7M, 126 participants).
Which Profit Sharing plans cover a similar participant headcount to George D. Perlman, P.a. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 592087289.

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.