401(k) · DOL Form 5500 · 2023

Pearl Meyer & Partners, LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
139
Participants Small participant base
84th
Percentile by assets National rank
$302,018
Avg per participant High balance/head
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Official DOL plan name: Pearl Meyer 401(k) Plan · Sponsored by Pearl Meyer & Partners, LLC · Massachusetts · Professional & Technical Services

$42M in assets, 139 participants

Pearl Meyer & Partners, LLC's Pearl Meyer 401(k) Plan reported $42M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,179 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Pearl Meyer 401(k) Plan covers 139 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $42M.

#17,179
in Professional & Technical Services (20,321 peers)
+11.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pearl Meyer 401(k) Plan's outsized position by total assets

Pearl Meyer 401(k) Plan vs every filed plan by assets

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

$41,980,463 Top 16% higher than 84% 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

Pearl Meyer 401(k) 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. Pearl Meyer 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pearl Meyer 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pearl Meyer 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Pearl Meyer 401(k) Plan reported participants rose from 127 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352324075 · Pearl Meyer & Partners, LLC PY 2023 · 401(k)

Pearl Meyer 401(k) Plan · $42M · 139 · 84th

  • VS-ST $42M
  • BOY 139
  • SCH 84th
  • EBSA 401(k)
  • PART near Stillwater Insurance Group 401(k) Plan
  • TYPE ind #17179

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 Massachusetts →

Pearl Meyer 401(k) Plan in the asset neighbourhood

Pearl Meyer 401(k) Plan$42MStillwater Insurance Group 401(k) PlanStillwater Insurance Group 4…$42MJeo, Inc. 401(k) Profit Sharing PlanJeo, Inc. 401(k) Profit Shar…$42MNeurology Group of Bergen County, P.a. 401(k) Retirement PlanNeurology Group of Bergen Co…$42MPlatte Valley Financial Service Companies Inc. Employee Stock Ownership PlanPlatte Valley Financial Serv…$42M
End-of-year total assets ($M) among Pearl Meyer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN352324075
Plan Effective Date2020-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pearl Meyer & Partners, LLC)

Sponsor-wide plan assets over time

All Pearl Meyer & Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 32.79098184030714% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.6M $50M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 127 $38M
2023 1 139 $42M
2024 1 150 $50M

Nearby 401(k) Plans in Massachusetts

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

Pearl Meyer 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Pearl Meyer 401(k) Plan, Total assets ($B): 0.041980463 · Participants: 139Pearl Meyer 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Pearl Meyer 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Pearl Meyer 401(k) Plan side-by-side with 3 peers →

Pearl Meyer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Stillwater Insurance Group 401(k) Plan in FL ($42M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Pearl Meyer 401(k) Plan assets move in 2023? ▼
Pearl Meyer 401(k) Plan grew at a solid clip - up 11.5% during 2023, from $38M to $42M. Reported net income was $4M.
How have Pearl Meyer & Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pearl Meyer & Partners, LLC's sponsor-wide assets grew 32.8%, from $38M to $50M.
Where does Pearl Meyer 401(k) Plan rank by assets among Form 5500 filers? ▼
Pearl Meyer 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pearl Meyer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stillwater Insurance Group 401(k) Plan in FL ($42M, 406 participants).
Which 401(k) plans cover a similar participant headcount to Pearl Meyer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 352324075.

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.