401(k) · DOL Form 5500 · 2023
Perko, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 211
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $35,055
- Avg per participant Low balance/head
Official DOL plan name: Perko, Inc. 401(k) Profit Sharing Plan · Sponsored by Perko, Inc. · Florida · Manufacturing
$7M in assets, 211 participants
Perko, Inc.'s Perko, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #6,882 in Manufacturing (18,722 peers)
Coverage in Florida
Perko, Inc. 401(k) Profit Sharing Plan covers 211 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $7M.
- #6,882
- in Manufacturing (18,722 peers)
- -2.4%
- assets change YoY
The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Perko, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
Perko, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,396,569 Top 48% higher than 52% 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
Perko, Inc. 401(k) Profit Sharing 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. Perko, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (211 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Perko, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to -$181K in the plan year 2023 filing.
- Perko, Inc. 401(k) Profit Sharing Plan reported participants rose from 203 in the plan year 2022 filing to 211 in the plan year 2023 filing.
- Perko, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 590932376 · Perko, Inc. PY 2023 · 401(k)
Perko, Inc. 401(k) Profit Sharing Plan · $7M · 211 · 52nd
- PHOTO $7M
- PHOTO 211
- PHOTO 52nd
- PHOTO 401(k)
- PHOTO near Sloss Eckhouse Law Co LLP Profit Sharing Plan
- PHOTO ind #6882
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 Florida →
Perko, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$181K |
| Employer EIN | 590932376 |
| Plan Effective Date | 1968-12-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perko, Inc.)
Sponsor-wide plan assets over time
All Perko, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 2.794631754268561% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 203 | $8M |
| 2023 | 1 | 211 | $7M |
| 2024 | 1 | 196 | $8M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Perko, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Sloss Eckhouse Law Co LLP Profit Sharing Plan in NY ($7M); by covered participants it is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.
- Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan (OR) 211 · 0 off
- Embrey Management Services, Ltd. 401(k) Plan (TX) 211 · 0 off
- Endeavor Real Estate Group Ltd 401(k) Profit Sharing Plan (TX) 211 · 0 off
- Care/of Retirement Plan (NY) 211 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.