401(k) · DOL Form 5500 · 2024

Jp Perry Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
35
Participants Small participant base
45th
Percentile by assets National rank
$164,521
Avg per participant Above avg balance/head
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Official DOL plan name: Jp Perry Insurance 401(k) Plan · Sponsored by Jp Perry Insurance, Inc. · Florida · Finance & Insurance

$6M in assets, 35 participants

Jp Perry Insurance, Inc.'s Jp Perry Insurance 401(k) Plan reported $6M in total assets and 35 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.

  • #2,589 in Finance & Insurance (8,549 peers)

Jp Perry Insurance, Inc. multi-year trail

Jp Perry Insurance, Inc.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Jp Perry Insurance 401(k) Plan at $6M / 35 participants.

#2,589
in Finance & Insurance (8,549 peers)
+15.7%
assets growth YoY

Jp Perry Insurance 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Jp Perry Insurance 401(k) Plan vs every filed plan by assets

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

$5,758,230 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

Jp Perry Insurance 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jp Perry Insurance 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jp Perry Insurance 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Jp Perry Insurance 401(k) Plan reported net income fell from $867K in the plan year 2023 filing to $781K in the plan year 2024 filing.
  • Jp Perry Insurance 401(k) Plan reported participants rose from 34 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 592453385 · Jp Perry Insurance, Inc. PY 2024 · 401(k)

Jp Perry Insurance 401(k) Plan · $6M · 35 · 45th

  • RANK $6M
  • RANK 35
  • RANK 45th
  • RANK 401(k)
  • RANK near Mccorkle Nurseries, 401(k) Profit Sharing Plan
  • RANK ind #2589

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 Florida →

Jp Perry Insurance 401(k) Plan in the asset neighbourhood

Jp Perry Insurance 401(k) PlanJp Perry Insurance 401(k) Pl…$6MMccorkle Nurseries, 401(k) Profit Sharing PlanMccorkle Nurseries, 401(k) P…$6MNew Holland Brewing 401(k) PlanNew Holland Brewing 401(k) P…$6MInnovative Technologies Corporation Savings Plan and TrustInnovative Technologies Corp…$6MThe Dewitt Companies 401(k) PlanThe Dewitt Companies 401(k) …$6M
End-of-year total assets ($M) among Jp Perry Insurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jp Perry Insurance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jp Perry Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 40.08628659176234% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.11M $5.76M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 30 $4M
2023 1 34 $5M
2024 1 35 $6M

Jp Perry Insurance, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$781K
Employer EIN592453385
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Jp Perry Insurance 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Jp Perry Insurance 401(k) Plan, Total assets ($B): 0.00575823 · Participants: 35Jp Perry Insurance 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
Jp Perry Insurance 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jp Perry Insurance 401(k) Plan side-by-side with 3 peers →

Jp Perry Insurance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mccorkle Nurseries, 401(k) Profit Sharing Plan in GA ($6M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Jp Perry Insurance 401(k) Plan assets move in 2024? ▼
Jp Perry Insurance 401(k) Plan grew sharply - up 15.7% during 2024, from $5M to $6M. Reported net income was $781K.
How have Jp Perry Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jp Perry Insurance, Inc.'s sponsor-wide assets grew 40.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Jp Perry Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccorkle Nurseries, 401(k) Profit Sharing Plan in GA ($6M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Jp Perry Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M 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 592453385.

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.