401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$6M
Total assets Small plan by assets
8
Participants Small participant base
45th
Percentile by assets National rank
$727,680
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

$6M in assets, 8 participants

Frank Perez-Siam, P.a.'s Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan reported $6M in total assets and 8 participants in its 2024 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.

  • #8,575 in Professional & Technical Services (20,173 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 $6M / 8 participants.

#8,575
in Professional & Technical Services (20,173 peers)
+10.5%
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 2024 · DOL Form 5500

$5,821,442 45th percentile higher than 45% 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

Frank Perez-Siam, P.a. Profit Sharing 401(k) 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. Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 650098561 · Frank Perez-Siam, P.a. PY 2024 · 401(k)

Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan · $6M · 8 · 45th

  • EIN $6M
  • EIN 8
  • EIN 45th
  • EIN 401(k)
  • EIN near Bottar Law, PLLC Profit Sharing 401(k) Plan
  • EIN ind #8575

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…$6MBottar Law, PLLC Profit Sharing 401(k) PlanBottar Law, PLLC Profit Shar…$6MHealthteam Advantage 401(k) PlanHealthteam Advantage 401(k) …$6MDos Gringos 401(k) Plan$6MSheridan Sheet Metal Company 401 (K) Profit Sharing Plan and TrustSheridan Sheet Metal Company…$6M
End-of-year total assets ($M) among Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$552K
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): 0.005821442 · Participants: 8Frank Perez-Siam, P.a. Profit Sharing 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings 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 Bottar Law, PLLC Profit Sharing 401(k) Plan in NY ($6M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); 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 Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan assets move in 2024? ▼
Frank Perez-Siam, P.a. Profit Sharing 401(k) Plan grew at a solid clip - up 10.5% during 2024, from $5M to $6M. Reported net income was $552K.
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 Bottar Law, PLLC Profit Sharing 401(k) Plan in NY ($6M, 6 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 The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 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.