401(k) · DOL Form 5500 · 2023

Perlo Construction Group, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
94
Participants Small participant base
80th
Percentile by assets National rank
$334,002
Avg per participant High balance/head
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Official DOL plan name: Perlo Construction Group Retirement Plan · Sponsored by Perlo Construction Group, LLC · Oregon · Construction

$31M in assets, 94 participants

Perlo Construction Group, LLC's Perlo Construction Group Retirement Plan reported $31M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,063 in Construction (9,030 peers)

Where Perlo Construction Group Retirement Plan sits by assets

Perlo Construction Group Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 94 participants (~$334,002/participant), up 21.5% in 2023.

#7,063
in Construction (9,030 peers)
+21.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Perlo Construction Group Retirement Plan's outsized position by total assets

Perlo Construction Group Retirement Plan vs every filed plan by assets

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

$31,396,170 Top 20% higher than 80% 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

Perlo Construction Group Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perlo Construction Group Retirement Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perlo Construction Group Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Perlo Construction Group Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Perlo Construction Group Retirement Plan reported participants fell from 109 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 931295790 · Perlo Construction Group, LLC PY 2023 · 401(k)

Perlo Construction Group Retirement Plan · $31M · 94 · 80th

  • NET $31M
  • NET 94
  • NET 80th
  • NET 401(k)
  • NET near The National Mutual Insurance Company 401(k) Savings Plan
  • NET ind #7063

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 Construction retirement plans → · Plans in Oregon →

Perlo Construction Group Retirement Plan in the asset neighbourhood

Perlo Construction Group Retirement PlanPerlo Construction Group Ret…$31MThe National Mutual Insurance Company 401(k) Savings PlanThe National Mutual Insuranc…$31MReeds Jewelers, Inc. 401(k) Profit Sharing Retirement PlanReeds Jewelers, Inc. 401(k) …$31MThe 401(k) Plan$31MWausau Supply Company 401(k) PlanWausau Supply Company 401(k)…$31M
End-of-year total assets ($M) among Perlo Construction Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN931295790
Plan Effective Date2002-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perlo Construction Group, LLC)

Sponsor-wide plan assets over time

All Perlo Construction Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 39.45545820610453% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.9M $36.1M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 109 $26M
2023 1 94 $31M
2024 1 98 $36M

Nearby 401(k) Plans in Oregon

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

Perlo Construction Group Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Perlo Construction Group Retirement Plan, Total assets ($B): 0.03139617 · Participants: 94Perlo Construction Group Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Perlo Construction Group Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Perlo Construction Group Retirement Plan side-by-side with 3 peers →

Perlo Construction Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is The National Mutual Insurance Company 401(k) Savings Plan in OH ($31M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Perlo Construction Group Retirement Plan assets move in 2023? ▼
Perlo Construction Group Retirement Plan grew sharply - up 21.5% during 2023, from $26M to $31M. Reported net income was $6M.
How have Perlo Construction Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perlo Construction Group, LLC's sponsor-wide assets grew 39.5%, from $26M to $36M.
Where does Perlo Construction Group Retirement Plan rank by assets among Form 5500 filers? ▼
Perlo Construction Group Retirement Plan ranks in the 80th 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 Perlo Construction Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The National Mutual Insurance Company 401(k) Savings Plan in OH ($31M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Perlo Construction Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 931295790.

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.