Profit Sharing · DOL Form 5500 · 2024
Perry & Associates Inc Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Perry & Associates Inc Employee Profit Sharing Plan · Sponsored by Perry & Associates Inc · Utah · Construction
$5M in assets, 3 participants
Perry & Associates Inc's Perry & Associates Inc Employee Profit Sharing Plan reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #3,615 in Construction (9,039 peers)
What the 2024 filing shows
Perry & Associates Inc Employee Profit Sharing Plan holds $5M for 3 participants - about $1.6M per participant, in the lower half of filed plans by assets.
- #3,615
- in Construction (9,039 peers)
- +4.6%
- assets growth YoY
Perry & Associates Inc Employee Profit Sharing Plan's mid-pack asset rank among Construction and all filers
Perry & Associates Inc Employee Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,875,843 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Perry & Associates Inc Employee 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 & Associates Inc Employee Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Perry & Associates Inc Employee Profit Sharing Plan reported net income rose from $195K in the plan year 2023 filing to $215K in the plan year 2024 filing.
- Perry & Associates Inc Employee Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 870306252 · Perry & Associates Inc PY 2024 · Profit Sharing
Perry & Associates Inc Employee Profit Sharing Plan · $5M · 3 · 42nd
- TYPE $5M
- NET 3
- BOOK 42nd
- VS-ST Profit Sharing
- BOY near Sun-Drop Bottling Company, Inc. Profit Sharing Plan
- SCH ind #3615
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 Construction retirement plans → · Plans in Utah →
Perry & Associates Inc Employee Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $215K |
| Employer EIN | 870306252 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perry & Associates Inc)
Sponsor-wide plan assets over time
All Perry & Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 9.191849045245982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $4M |
| 2023 | 1 | 3 | $5M |
| 2024 | 1 | 3 | $5M |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $533M · 8,497
- Dyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment Plan $350M · 2,569
- Parsons Behle & Latimer Profit Sharing Plan & Trust $160M · 285
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $119M · N/A
- Campbell Scientific Profit Sharing Plan $107M · 648
Perry & Associates Inc Employee Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Sun-Drop Bottling Company, Inc. Profit Sharing Plan in TN ($5M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.