Profit Sharing · DOL Form 5500 · 2023

Stuart M. Perry, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
131
Participants Small participant base
40th
Percentile by assets National rank
$29,363
Avg per participant Low balance/head
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Official DOL plan name: Profit Sharing Retirement Plan of Stuart M. Perry, Inc. · Sponsored by Stuart M. Perry, Inc. · Virginia · Mining & Oil Extraction

$4M in assets, 131 participants

Stuart M. Perry, Inc.'s Profit Sharing Retirement Plan of Stuart M. Perry, Inc. reported $4M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #148 in Mining & Oil Extraction (811 peers)

Coverage in Virginia

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. covers 131 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $4M.

#148
in Mining & Oil Extraction (811 peers)
+12.1%
assets growth YoY

Profit Sharing Retirement Plan of Stuart M. Perry, Inc.'s mid-pack asset rank among Mining & Oil Extraction and all filers

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. vs every filed plan by assets

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

$3,846,598 40th percentile higher than 40% 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

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. 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. Profit Sharing Retirement Plan of Stuart M. Perry, Inc. sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing Retirement Plan of Stuart M. Perry, Inc. reported net income rose from -$137K in the plan year 2022 filing to $417K in the plan year 2023 filing.
  • Profit Sharing Retirement Plan of Stuart M. Perry, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Profit Sharing Retirement Plan of Stuart M. Perry, Inc. reported participants rose from 122 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540541865 · Stuart M. Perry, Inc. PY 2023 · Profit Sharing

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. · $4M · 131 · 40th

  • ASSETS $4M
  • PCT 131
  • EIN 40th
  • RANK Profit Sharing
  • PHOTO near Hugh Rogers & Company Profit Sharing Plan
  • IND ind #148

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 Mining & Oil Extraction retirement plans → · Plans in Virginia →

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. in the asset neighbourhood

Profit Sharing Retirement Plan of Stuart M. Perry, Inc.Profit Sharing Retirement Pl…$4MHugh Rogers & Company Profit Sharing PlanHugh Rogers & Company Profit…$4MSpiegel & Demars Self-Employed Retirement Plan & TrustSpiegel & Demars Self-Employ…$4MMaurice Reisman P.C. Pension Plan and TrustMaurice Reisman P.C. Pension…$4MMethodist Manor Retirement Community 403(b) PlanMethodist Manor Retirement C…$4M
End-of-year total assets ($M) among Profit Sharing Retirement Plan of Stuart M. Perry, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$417K
Employer EIN540541865
Plan Effective Date1973-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stuart M. Perry, Inc.)

Sponsor-wide plan assets over time

All Stuart M. Perry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.713188907852516% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.43M $4.28M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 122 $3M
2023 1 131 $4M
2024 1 124 $4M

Nearby Profit Sharing Plans in Virginia

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

Profit Sharing Retirement Plan of Stuart M. Perry, Inc. vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Profit Sharing Retirement Plan of Stuart M. Perry, Inc., Total assets ($B): 0.003846598 · Participants: 131Profit Sharing Retirement Plan of Stuart M. Perry, Inc.Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Profit Sharing Retirement Plan of Stuart M. Perry, Inc. vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Profit Sharing Retirement Plan of Stuart M. Perry, Inc. side-by-side with 3 peers →

Profit Sharing Retirement Plan of Stuart M. Perry, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Hugh Rogers & Company Profit Sharing Plan in CA ($4M); by covered participants it is Hospice of Spokane 403(b) Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Profit Sharing Retirement Plan of Stuart M. Perry, Inc. assets move in 2023? ▼
Profit Sharing Retirement Plan of Stuart M. Perry, Inc. grew at a solid clip - up 12.1% during 2023, from $3M to $4M. Reported net income was $417K.
How have Stuart M. Perry, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stuart M. Perry, Inc.'s sponsor-wide assets grew 24.7%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Profit Sharing Retirement Plan of Stuart M. Perry, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Hugh Rogers & Company Profit Sharing Plan in CA ($4M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing Retirement Plan of Stuart M. Perry, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hospice of Spokane 403(b) Plan in WA (131 participants, $12M 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 540541865.

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.