Profit Sharing · DOL Form 5500 · 2024

Perkins Capital Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
41st
Percentile by assets National rank
$530,985
Avg per participant High balance/head
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Official DOL plan name: Perkins Capital Management, Inc. Profit Sharing Plan & Trust · Sponsored by Perkins Capital Management, Inc. · Minnesota · Finance & Insurance

$5M in assets, 9 participants

Perkins Capital Management, Inc.'s Perkins Capital Management, Inc. Profit Sharing Plan & Trust reported $5M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,361 in Finance & Insurance (8,549 peers)

Perkins Capital Management, Inc. multi-year trail

Perkins Capital Management, Inc.'s plans moved +18.4% in assets from 2022 to 2024; this filing shows Perkins Capital Management, Inc. Profit Sharing Plan & Trust at $5M / 9 participants.

#2,361
in Finance & Insurance (8,549 peers)
+4.9%
assets growth YoY

Perkins Capital Management, Inc. Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Perkins Capital Management, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,778,869 41st percentile higher than 41% 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

Perkins Capital Management, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perkins Capital Management, Inc. Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Perkins Capital Management, Inc. Profit Sharing Plan & Trust reported net income fell from $522K in the plan year 2023 filing to $221K in the plan year 2024 filing.
  • Perkins Capital Management, Inc. Profit Sharing Plan & Trust reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Perkins Capital Management, Inc. Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411501962 · Perkins Capital Management, Inc. PY 2024 · Profit Sharing

Perkins Capital Management, Inc. Profit Sharing Plan & Trust · $5M · 9 · 41st

  • EBSA $5M
  • PART 9
  • TYPE 41st
  • NET Profit Sharing
  • BOOK near Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc
  • VS-ST ind #2361

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Perkins Capital Management, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Perkins Capital Management, Inc. Profit Sharing Plan & TrustPerkins Capital Management, …$5MProfit Sharing & Health/Disability Plan of L. Joel Kessler, Md, ApcProfit Sharing & Health/Disa…$5MPhilip N. Chrionis, M.D., a Medical Corporation Retirement PlanPhilip N. Chrionis, M.D., a …$5MJonas Builders, Inc. Money Purchase Pension PlanJonas Builders, Inc. Money P…$5MNarieman a. Nik Md Profit Sharing PlanNarieman a. Nik Md Profit Sh…$5M
End-of-year total assets ($M) among Perkins Capital Management, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Perkins Capital Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Perkins Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.42699168609321% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.04M $4.78M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 10 $5M
2024 1 9 $5M

Perkins Capital Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$221K
Employer EIN411501962
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

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

Perkins Capital Management, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Perkins Capital Management, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.004778869 · Participants: 9Perkins Capital Management, Inc. Profit Sharing Plan & TrustPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.820221913 · Participants: 6017Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.902491999 · Participants: 8757Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.64405166 · Participants: 4702Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.612718536 · Participants: 20683Cargill Employee Retirement Account PlanRegions Hospital Retirement Savings 401(k) Plan, Total assets ($B): 0.601951844 · Participants: 6323Regions Hospital Retirement Savings 401(k) Plan
Perkins Capital Management, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Perkins Capital Management, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Perkins Capital Management, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc in CA ($5M); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Perkins Capital Management, Inc. Profit Sharing Plan & Trust assets move in 2024? ▼
Perkins Capital Management, Inc. Profit Sharing Plan & Trust edged up modestly - up 4.9% during 2024, from $5M to $5M. Reported net income was $221K.
How have Perkins Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perkins Capital Management, Inc.'s sponsor-wide assets grew 18.4%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Perkins Capital Management, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc in CA ($5M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Perkins Capital Management, Inc. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mab Financial Services, Inc. Retirement Plan in MD (9 participants, $3M 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 411501962.

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.