Defined Benefit (Pension) · DOL Form 5500 · 2023

Perman Management, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Perman Management, Inc. Pension Plan · Sponsored by Perman Management, Inc. · California · Professional & Technical Services

$3M in assets, 2 participants

Perman Management, Inc.'s Perman Management, Inc. Pension Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,714 in Professional & Technical Services (20,321 peers)

Perman Management, Inc. multi-year trail

Perman Management, Inc.'s plans moved +10.3% in assets from 2022 to 2024; this filing shows Perman Management, Inc. Pension Plan at $3M / 2 participants.

#6,714
in Professional & Technical Services (20,321 peers)
+5.1%
assets growth YoY

Perman Management, Inc. Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Perman Management, Inc. Pension Plan vs every filed plan by assets

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

$3,123,623 36th percentile higher than 36% 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

Perman Management, Inc. Pension 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. Perman Management, Inc. Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perman Management, Inc. Pension Plan reported net income rose from -$269K in the plan year 2022 filing to $151K in the plan year 2023 filing.
  • Perman Management, Inc. Pension Plan end-of-year assets rose from $3M 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 273697270 · Perman Management, Inc. PY 2023 · Defined Benefit (Pension)

Perman Management, Inc. Pension Plan · $3M · 2 · 36th

  • RANK $3M
  • PHOTO 2
  • IND 36th
  • EOY Defined Benefit (Pension)
  • 5500 near Lsc Communications Pension Plan
  • ASSETS ind #6714

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 California →

Perman Management, Inc. Pension Plan in the asset neighbourhood

Langdale Forest Products Company Pension PlanLangdale Forest Products Com…$3MThe Buckeye Pipe Line Services Company Retirement Income Guarantee PlanThe Buckeye Pipe Line Servic…$3MPerman Management, Inc. Pension PlanPerman Management, Inc. Pens…$3MLsc Communications Pension PlanLsc Communications Pension P…$3MAllgate Financial, LLC Cash Balance Pension Plan & TrustAllgate Financial, LLC Cash …$3M
End-of-year total assets ($M) among Perman Management, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Perman Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Perman Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.281164189216236% vs 2022
2024 filing year
$2.9M$3M$3.1M$3.2M$3.3M$3.4M 202220232024 $2.97M $3.28M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Perman Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$151K
Employer EIN273697270
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Perman Management, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Perman Management, Inc. Pension Plan, Total assets ($B): 0.003123623 · Participants: 2Perman Management, Inc. Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Perman Management, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Perman Management, Inc. Pension Plan side-by-side with 3 peers →

Perman Management, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Lsc Communications Pension Plan in IL ($3M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Perman Management, Inc. Pension Plan assets move in 2023? ▼
Perman Management, Inc. Pension Plan grew at a solid clip - up 5.1% during 2023, from $3M to $3M. Reported net income was $151K.
How have Perman Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perman Management, Inc.'s sponsor-wide assets grew 10.3%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Perman Management, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lsc Communications Pension Plan in IL ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Perman Management, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 273697270.

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.