Profit Sharing · DOL Form 5500 · 2024

Perry Kerson, a Sole Proprietor Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Perry Kerson, a Sole Proprietor Profit-Sharing Plan · Sponsored by Perry Kerson, a Sole Proprietor · California · Retail Trade

$2M in assets, 1 participants

Perry Kerson, a Sole Proprietor's Perry Kerson, a Sole Proprietor Profit-Sharing Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #3,242 in Retail Trade (8,048 peers)

Perry Kerson, a Sole Proprietor multi-year trail

Perry Kerson, a Sole Proprietor's plans moved +24.6% in assets from 2022 to 2024; this filing shows Perry Kerson, a Sole Proprietor Profit-Sharing Plan at $2M / 1 participant.

#3,242
in Retail Trade (8,048 peers)
-5.9%
assets change YoY

The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Perry Kerson, a Sole Proprietor Profit-Sharing Plan among the smaller filed plans by assets

Perry Kerson, a Sole Proprietor Profit-Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,658,592 28th percentile higher than 28% of 123,620 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 2024

Perry Kerson, a Sole Proprietor Profit-Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perry Kerson, a Sole Proprietor Profit-Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Perry Kerson, a Sole Proprietor Profit-Sharing Plan reported net income fell from $432K in the plan year 2023 filing to -$104K in the plan year 2024 filing.
  • Perry Kerson, a Sole Proprietor Profit-Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 020669289 · Perry Kerson, a Sole Proprietor PY 2024 · Profit Sharing

Perry Kerson, a Sole Proprietor Profit-Sharing Plan · $2M · 1 · 28th

  • BOY $2M
  • BOY 1
  • BOY 28th
  • BOY Profit Sharing
  • BOY near James F. Vilaro Nelms Retirement Plan
  • BOY ind #3242

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 Retail Trade retirement plans → · Plans in California →

Perry Kerson, a Sole Proprietor Profit-Sharing Plan in the asset neighbourhood

Perry Kerson, a Sole Proprietor Profit-Sharing PlanPerry Kerson, a Sole Proprie…$2MJames F. Vilaro Nelms Retirement PlanJames F. Vilaro Nelms Retire…$2MThe Goldmoor Inn & Resort Inc. Retirement PlanThe Goldmoor Inn & Resort In…$2MImagery Marketing Design Inc. Retirement PlanImagery Marketing Design Inc…$2MButler-Whatley Enterprises Inc Retirement PlanButler-Whatley Enterprises I…$2M
End-of-year total assets ($M) among Perry Kerson, a Sole Proprietor Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Perry Kerson, a Sole Proprietor multi-year asset trail

Sponsor-wide plan assets over time

All Perry Kerson, a Sole Proprietor plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.61509333028794% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.33M $1.66M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M
2024 1 1 $2M

Perry Kerson, a Sole Proprietor filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$104K
Employer EIN020669289
Plan Effective Date1980-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Perry Kerson, a Sole Proprietor Profit-Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Perry Kerson, a Sole Proprietor Profit-Sharing Plan, Total assets ($B): 0.001658592 · Participants: 1Perry Kerson, a Sole Proprietor Profit-Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Perry Kerson, a Sole Proprietor Profit-Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Perry Kerson, a Sole Proprietor Profit-Sharing Plan side-by-side with 3 peers →

Perry Kerson, a Sole Proprietor Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is James F. Vilaro Nelms Retirement Plan in PR ($2M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Perry Kerson, a Sole Proprietor Profit-Sharing Plan assets move in 2024? ▼
Perry Kerson, a Sole Proprietor Profit-Sharing Plan pulled back noticeably - down 5.9% during 2024, from $2M to $2M. Reported net income was -$104K.
How have Perry Kerson, a Sole Proprietor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perry Kerson, a Sole Proprietor's sponsor-wide assets grew 24.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Perry Kerson, a Sole Proprietor Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James F. Vilaro Nelms Retirement Plan in PR ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Perry Kerson, a Sole Proprietor Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020669289.

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.