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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Perko, Inc. 401(k) Profit Sharing PlanPerko, Inc. 401(k) Profit Sh…$7MSloss Eckhouse Law Co LLP Profit Sharing PlanSloss Eckhouse Law Co LLP Pr…$7MPinnacle Eye Care 401(k) Savings PlanPinnacle Eye Care 401(k) Sav…$7MWilly Street 401(k) Plan$7MSmithville Telephone Company, Inc. 401(k) Savings PlanSmithville Telephone Company…$7M
End-of-year total assets ($M) among Perko, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$181K
Employer EIN590932376
Plan Effective Date1968-12-27
Filing StatusFILING 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
$7.2M$7.4M$7.6M$7.8M$8M 202220232024 $7.58M $7.79M ▲ +2.8%
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.

Perko, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Perko, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007396569 · Participants: 211Perko, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Perko, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Perko, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Perko, Inc. 401(k) Profit Sharing Plan edged down modestly - down 2.4% during 2023, from $8M to $7M. Reported net income was -$181K.
How have Perko, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Perko, Inc.'s sponsor-wide assets grew 2.8%, from $8M to $8M.
Which 401(k) plans are similar in size to Perko, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Sloss Eckhouse Law Co LLP Profit Sharing Plan in NY ($7M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Perko, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants, N/A in assets).