401(k) · DOL Form 5500 · 2023

Perdue & Kidd 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
33rd
Percentile by assets National rank
$361,157
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Perdue & Kidd 401(k) Plan · Sponsored by Perdue & Kidd · Texas · Professional & Technical Services

$3M in assets, 7 participants

Perdue & Kidd's Perdue & Kidd 401(k) Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,062 in Professional & Technical Services (20,321 peers)

Perdue & Kidd multi-year trail

Perdue & Kidd's plans moved +48.4% in assets from 2022 to 2024; this filing shows Perdue & Kidd 401(k) Plan at $3M / 7 participants.

#6,062
in Professional & Technical Services (20,321 peers)
+21.8%
assets growth YoY

Perdue & Kidd 401(k) Plan among the smaller filed plans by assets

Perdue & Kidd 401(k) Plan vs every filed plan by assets

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

$2,528,099 33rd percentile higher than 33% 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

Perdue & Kidd 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perdue & Kidd 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perdue & Kidd 401(k) Plan reported net income rose from -$389K in the plan year 2022 filing to $452K in the plan year 2023 filing.
  • Perdue & Kidd 401(k) Plan reported participants fell from 11 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Perdue & Kidd 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760438557 · Perdue & Kidd PY 2023 · 401(k)

Perdue & Kidd 401(k) Plan · $3M · 7 · 33rd

  • 5500 $3M
  • ASSETS 7
  • PCT 33rd
  • EIN 401(k)
  • RANK near Art Works, Inc. 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #6062

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 Texas →

Perdue & Kidd 401(k) Plan in the asset neighbourhood

Perdue & Kidd 401(k) Plan$3MArt Works, Inc. 401(k) Profit Sharing Plan & TrustArt Works, Inc. 401(k) Profi…$3MSignpost, Inc. Retirement Savings PlanSignpost, Inc. Retirement Sa…$3MMoxe Health 401(k) Plan$3MKassis Investment Company Retirement PlanKassis Investment Company Re…$3M
End-of-year total assets ($M) among Perdue & Kidd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Perdue & Kidd multi-year asset trail

Sponsor-wide plan assets over time

All Perdue & Kidd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 48.44984389585093% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.08M $3.08M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 7 $3M
2024 1 12 $3M

Perdue & Kidd filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$452K
Employer EIN760438557
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Perdue & Kidd 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Perdue & Kidd 401(k) Plan, Total assets ($B): 0.002528099 · Participants: 7Perdue & Kidd 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Perdue & Kidd 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Perdue & Kidd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Art Works, Inc. 401(k) Profit Sharing Plan & Trust in NY ($3M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Perdue & Kidd 401(k) Plan assets move in 2023?
Perdue & Kidd 401(k) Plan grew sharply - up 21.8% during 2023, from $2M to $3M. Reported net income was $452K.
How have Perdue & Kidd plan assets changed over time?
Across 3 plan years on file (2022-2024), Perdue & Kidd's sponsor-wide assets grew 48.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Perdue & Kidd 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Art Works, Inc. 401(k) Profit Sharing Plan & Trust in NY ($3M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Perdue & Kidd 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).