Profit Sharing · DOL Form 5500 · 2023

M. Perez Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$265,225
Avg per participant High balance/head
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Official DOL plan name: M. Perez Company, Inc. Profit Sharing Plan · Sponsored by M. Perez Company, Inc. · California · Construction

$1M in assets, 4 participants

M. Perez Company, Inc.'s M. Perez Company, Inc. Profit Sharing Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,000 in Construction (9,030 peers)

2023 asset change

M. Perez Company, Inc. Profit Sharing Plan grew at a solid clip 8.8% in 2023 ($975K → $1M) for 4 participants.

#2,000
in Construction (9,030 peers)
+8.8%
assets growth YoY

M. Perez Company, Inc. Profit Sharing Plan among the smaller filed plans by assets

M. Perez Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,060,898 24th percentile higher than 24% 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

M. Perez Company, Inc. 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. M. Perez Company, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M. Perez Company, Inc. Profit Sharing Plan reported net income rose from -$49K in the plan year 2022 filing to $86K in the plan year 2023 filing.
  • M. Perez Company, Inc. Profit Sharing Plan end-of-year assets rose from $975K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680366267 · M. Perez Company, Inc. PY 2023 · Profit Sharing

M. Perez Company, Inc. Profit Sharing Plan · $1M · 4 · 24th

  • IND $1M
  • EOY 4
  • 5500 24th
  • ASSETS Profit Sharing
  • PCT near Goal Partners Inc. Retirement Plan
  • EIN ind #2000

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 California →

M. Perez Company, Inc. Profit Sharing Plan in the asset neighbourhood

M. Perez Company, Inc. Profit Sharing PlanM. Perez Company, Inc. Profi…$1MGoal Partners Inc. Retirement PlanGoal Partners Inc. Retiremen…$1MOregon Land Mortgage Profit Sharing PlanOregon Land Mortgage Profit …$1MKennedy Webster Co Fifth Restated Employees Profit Sharing PlanKennedy Webster Co Fifth Res…$1MFinancial Resources Management, Inc. Profit Sharing PlanFinancial Resources Manageme…$1M
End-of-year total assets ($M) among M. Perez Company, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

M. Perez Company, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All M. Perez Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$967K 0.8920955068160566% vs 2022
2024 filing year
$0.95M$1M$1.05M$1.1M 202220232024 $0.98M $0.97M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 4 $975K
2023 1 4 $1M
2024 1 4 $967K

2023 asset-move particulars

Total Assets (Beginning of Year)$975K
Net Assets (End of Year)$1M
Net Income$86K
Employer EIN680366267
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

M. Perez Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants M. Perez Company, Inc. Profit Sharing Plan, Total assets ($B): 0.001060898 · Participants: 4M. Perez Company, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
M. Perez Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare M. Perez Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

M. Perez Company, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Goal Partners Inc. Retirement Plan in KY ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 M. Perez Company, Inc. Profit Sharing Plan assets move in 2023? ▼
M. Perez Company, Inc. Profit Sharing Plan grew at a solid clip - up 8.8% during 2023, from $975K to $1M. Reported net income was $86K.
How have M. Perez Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M. Perez Company, Inc.'s sponsor-wide assets declined 0.9%, from $975K to $967K.
Where does M. Perez Company, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
M. Perez Company, Inc. Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to M. Perez Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Goal Partners Inc. Retirement Plan in KY ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to M. Perez Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 680366267.

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.