Profit Sharing · DOL Form 5500 · 2023

Perennial Capital Advisors, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$837,236
Avg per participant High balance/head
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Official DOL plan name: Perennial Capital Advisors, LLC Profit Sharing Plan · Sponsored by Perennial Capital Advisors, LLC · Massachusetts · Finance & Insurance

$2M in assets, 2 participants

Perennial Capital Advisors, LLC's Perennial Capital Advisors, LLC Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,701 in Finance & Insurance (8,869 peers)

Perennial Capital Advisors, LLC multi-year trail

Perennial Capital Advisors, LLC's plans moved +18.4% in assets from 2022 to 2024; this filing shows Perennial Capital Advisors, LLC Profit Sharing Plan at $2M / 2 participants.

#1,701
in Finance & Insurance (8,869 peers)
+24.2%
assets growth YoY

Perennial Capital Advisors, LLC Profit Sharing Plan among the smaller filed plans by assets

Perennial Capital Advisors, LLC Profit Sharing Plan vs every filed plan by assets

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

$1,674,472 29th percentile higher than 29% 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

Perennial Capital Advisors, LLC Profit Sharing 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. Perennial Capital Advisors, LLC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perennial Capital Advisors, LLC Profit Sharing Plan reported net income rose from -$59K in the plan year 2022 filing to $326K in the plan year 2023 filing.
  • Perennial Capital Advisors, LLC Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200342761 · Perennial Capital Advisors, LLC PY 2023 · Profit Sharing

Perennial Capital Advisors, LLC Profit Sharing Plan · $2M · 2 · 29th

  • PCT $2M
  • EIN 2
  • RANK 29th
  • PHOTO Profit Sharing
  • IND near Markiewich & Monastra LLC Profit Sharing Plan
  • EOY ind #1701

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Perennial Capital Advisors, LLC Profit Sharing Plan in the asset neighbourhood

J.P.a. Noonan, M.D., P.C. Profit Sharing PlanJ.P.a. Noonan, M.D., P.C. Pr…$2MPaynet Merchant Services, Inc. Profit Sharing Plan and TrustPaynet Merchant Services, In…$2MGlick, Hameroff & Litt P.a. Profit Sharing PlanGlick, Hameroff & Litt P.a. …$2MPerennial Capital Advisors, LLC Profit Sharing PlanPerennial Capital Advisors, …$2MMarkiewich & Monastra LLC Profit Sharing PlanMarkiewich & Monastra LLC Pr…$2M
End-of-year total assets ($M) among Perennial Capital Advisors, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Perennial Capital Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Perennial Capital Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.36056136581805% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.35M $1.6M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Perennial Capital Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$326K
Employer EIN200342761
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Perennial Capital Advisors, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Perennial Capital Advisors, LLC Profit Sharing Plan, Total assets ($B): 0.001674472 · Participants: 2Perennial Capital Advisors, LLC Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Perennial Capital Advisors, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Perennial Capital Advisors, LLC Profit Sharing Plan side-by-side with 3 peers →

Perennial Capital Advisors, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Markiewich & Monastra LLC Profit Sharing Plan in OH ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 Perennial Capital Advisors, LLC Profit Sharing Plan assets move in 2023? ▼
Perennial Capital Advisors, LLC Profit Sharing Plan grew sharply - up 24.2% during 2023, from $1M to $2M. Reported net income was $326K.
How have Perennial Capital Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perennial Capital Advisors, LLC's sponsor-wide assets grew 18.4%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Perennial Capital Advisors, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Markiewich & Monastra LLC Profit Sharing Plan in OH ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Perennial Capital Advisors, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 200342761.

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.