401(k) · DOL Form 5500 · 2023
Perrin Souvenir Distributors Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 285
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $87,809
- Avg per participant Below avg balance/head
Official DOL plan name: Perrin Employee Stock Ownership and 401(k) Plan · Sponsored by Perrin Souvenir Distributors Inc. · Michigan · Manufacturing
$25M in assets, 285 participants
Perrin Souvenir Distributors Inc.'s Perrin Employee Stock Ownership and 401(k) Plan reported $25M in total assets and 285 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #12,627 in Manufacturing (18,722 peers)
Coverage in Michigan
Perrin Employee Stock Ownership and 401(k) Plan covers 285 participants in Michigan, about 45% of the average Michigan filer (state average ~638 per filing). Assets: $25M.
- #12,627
- in Manufacturing (18,722 peers)
- -13.3%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Perrin Employee Stock Ownership and 401(k) Plan's outsized position by total assets
Perrin Employee Stock Ownership and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,025,564 Top 24% higher than 76% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Perrin Employee Stock Ownership and 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. Perrin Employee Stock Ownership and 401(k) Plan sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Perrin Employee Stock Ownership and 401(k) Plan reported net income fell from -$2M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Perrin Employee Stock Ownership and 401(k) Plan end-of-year assets fell from $29M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Perrin Employee Stock Ownership and 401(k) Plan reported participants fell from 297 in the plan year 2022 filing to 285 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 383243614 · Perrin Souvenir Distributors Inc. PY 2023 · 401(k)
Perrin Employee Stock Ownership and 401(k) Plan · $25M · 285 · 76th
- TYPE $25M
- TYPE 285
- TYPE 76th
- TYPE 401(k)
- TYPE near Opsec Security Retirement Plan
- TYPE ind #12627
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 Michigan →
Perrin Employee Stock Ownership and 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$4M |
| Employer EIN | 383243614 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perrin Souvenir Distributors Inc.)
Sponsor-wide plan assets over time
All Perrin Souvenir Distributors Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 24.52436512736716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 297 | $29M |
| 2023 | 1 | 285 | $25M |
| 2024 | 1 | 307 | $22M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Perrin Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Opsec Security Retirement Plan in PA ($25M); by covered participants it is Don Miller 401(k) Plan in WI (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Opsec Security Retirement Plan (PA) $25M · 335
- Friedman's Home Improvement 401(k) Profit Sharing Plan (CA) $25M · 422
- Eneos USA Employees 401(k) Plan (GA) $25M · 194
- Lutz & Carr 401(k) Plan (NY) $25M · 49
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Don Miller 401(k) Plan (WI) 285 · 0 off
- Basin Electric Power Cooperative Nd/Sd Union 401(k) Plan (ND) 285 · 0 off
- Posit Software 401(k) Plan (MA) 285 · 0 off
- Fiba Tech 401(k) Profit Sharing Plan (MA) 285 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.