401(k) · DOL Form 5500 · 2023

Frank Perez-Siam, P.a. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
45th
Percentile by assets National rank
$752,814
Avg per participant High balance/head
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Official DOL plan name: Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan · Sponsored by Frank Perez-Siam, P.a. · Florida · Professional & Technical Services

$5M in assets, 7 participants

Frank Perez-Siam, P.a.'s Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan reported $5M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,792 in Professional & Technical Services (20,321 peers)

Frank Perez-Siam, P.a. multi-year trail

Frank Perez-Siam, P.a.'s plans moved +22.7% in assets from 2022 to 2024; this filing shows Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan at $5M / 7 participants.

#8,792
in Professional & Technical Services (20,321 peers)
+11.1%
assets growth YoY

Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$5,269,696 45th percentile higher than 45% 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

Frank Perez-Siam, P.a. Profit Sharing 401(k) 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. Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan reported net income rose from $492K in the plan year 2022 filing to $526K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 650098561 · Frank Perez-Siam, P.a. PY 2023 · 401(k)

Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan · $5M · 7 · 45th

  • IND $5M
  • IND 7
  • IND 45th
  • IND 401(k)
  • IND near Harrison Eichenberg & Murphy L 401(k) Profit Sharing Plan & Trust
  • IND ind #8792

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 →

Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan in the asset neighbourhood

Frank Perez-Siam, P.a. Profit Sharing 401(k) PlanFrank Perez-Siam, P.a. Profi…$5MHarrison Eichenberg & Murphy L 401(k) Profit Sharing Plan & TrustHarrison Eichenberg & Murphy…$5MThe Jane Goodall Institute 401(k) Profit Sharing Plan & TrustThe Jane Goodall Institute 4…$5MClark Company 401(k) Profit Sharing PlanClark Company 401(k) Profit …$5MDominion Air & Machinery Co Retirement & Savings PlanDominion Air & Machinery Co …$5M
End-of-year total assets ($M) among Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Frank Perez-Siam, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Frank Perez-Siam, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.7128677891902% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.74M $5.82M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 7 $5M
2023 1 7 $5M
2024 1 8 $6M

Frank Perez-Siam, P.a. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$526K
Employer EIN650098561
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan, Total assets ($B): 0.005269696 · Participants: 7Frank Perez-Siam, P.a. Profit Sharing 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Harrison Eichenberg & Murphy L 401(k) Profit Sharing Plan & Trust in CA ($5M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan assets move in 2023? ▼
Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan grew at a solid clip - up 11.1% during 2023, from $5M to $5M. Reported net income was $526K.
How have Frank Perez-Siam, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frank Perez-Siam, P.a.'s sponsor-wide assets grew 22.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harrison Eichenberg & Murphy L 401(k) Profit Sharing Plan & Trust in CA ($5M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 650098561.

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.