Profit Sharing · DOL Form 5500 · 2023

Perenich, Caulfield, Avril & Noyes, P.a. Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
19
Participants Small participant base
68th
Percentile by assets National rank
$820,566
Avg per participant High balance/head
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Official DOL plan name: Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan · Sponsored by Perenich, Caulfield, Avril & Noyes, P.a. · Florida · Professional & Technical Services

$16M in assets, 19 participants

Perenich, Caulfield, Avril & Noyes, P.a.'s Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan reported $16M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,672 in Professional & Technical Services (20,321 peers)

Perenich, Caulfield, Avril & Noyes, P.a. multi-year trail

Perenich, Caulfield, Avril & Noyes, P.a.'s plans moved +24.4% in assets from 2022 to 2024; this filing shows Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan at $16M / 19 participants.

#13,672
in Professional & Technical Services (20,321 peers)
+22.5%
assets growth YoY

Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan's outsized position by total assets

Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan vs every filed plan by assets

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

$15,590,761 Top 32% higher than 68% 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

Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan reported net income rose from $507K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan reported participants fell from 27 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591279722 · Perenich, Caulfield, Avril & Noyes, P.a. PY 2023 · Profit Sharing

Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan · $16M · 19 · 68th

  • EBSA $16M
  • EBSA 19
  • EBSA 68th
  • EBSA Profit Sharing
  • EBSA near Local 840 IBEW Annuity Fund
  • EBSA ind #13672

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 Professional & Technical Services retirement plans → · Plans in Florida →

Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan in the asset neighbourhood

Roosevelt & Cross, Inc. Profit-Sharing PlanRoosevelt & Cross, Inc. Prof…$16MPerenich, Caulfield, Avril & Noyes, P. a. Profit Sharing PlanPerenich, Caulfield, Avril &…$16MLocal 840 IBEW Annuity Fund$16MUnited Finance Co. Profit Sharing and Retirement PlanUnited Finance Co. Profit Sh…$16MConnors Group Safe Harbor 401(k) Profit Sharing PlanConnors Group Safe Harbor 40…$16M
End-of-year total assets ($M) among Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Perenich, Caulfield, Avril & Noyes, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Perenich, Caulfield, Avril & Noyes, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 24.423981422801646% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.7M $15.8M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 27 $13M
2023 1 19 $16M
2024 1 20 $16M

Perenich, Caulfield, Avril & Noyes, P.a. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN591279722
Plan Effective Date1970-01-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan, Total assets ($B): 0.015590761 · Participants: 19Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan side-by-side with 3 peers →

Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Local 840 IBEW Annuity Fund in NY ($16M); by covered participants it is Profit Sharing Plan for Employees of Moore Brothers Construction Company in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan assets move in 2023? ▼
Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan grew sharply - up 22.5% during 2023, from $13M to $16M. Reported net income was $3M.
How have Perenich, Caulfield, Avril & Noyes, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perenich, Caulfield, Avril & Noyes, P.a.'s sponsor-wide assets grew 24.4%, from $13M to $16M.
Which Profit Sharing plans are similar in size to Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Local 840 IBEW Annuity Fund in NY ($16M, 315 participants).
Which Profit Sharing plans cover a similar participant headcount to Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Profit Sharing Plan for Employees of Moore Brothers Construction Company in TX (19 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 591279722.

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.