401(k) · DOL Form 5500 · 2024

Percy Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$257K
Total assets Small plan by assets
6
Participants Small participant base
12th
Percentile by assets National rank
$42,776
Avg per participant Low balance/head
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Official DOL plan name: Percy Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Percy Holdings, Inc. · Arizona · Other Services

$257K in assets, 6 participants

Percy Holdings, Inc.'s Percy Holdings, Inc. 401(k) Profit Sharing Plan reported $257K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #2,017 in Other Services (7,719 peers)

Percy Holdings, Inc. multi-year trail

Percy Holdings, Inc.'s plans moved -39.3% in assets from 2022 to 2024; this filing shows Percy Holdings, Inc. 401(k) Profit Sharing Plan at $257K / 6 participants.

#2,017
in Other Services (7,719 peers)
+14.1%
assets growth YoY

Percy Holdings, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Percy Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$256,653 12th percentile higher than 12% 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

Percy Holdings, Inc. 401(k) 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. Percy Holdings, Inc. 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Percy Holdings, Inc. 401(k) Profit Sharing Plan reported net income rose from -$198K in the plan year 2023 filing to $32K in the plan year 2024 filing.
  • Percy Holdings, Inc. 401(k) Profit Sharing Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Percy Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $225K in the plan year 2023 filing to $257K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 823814950 · Percy Holdings, Inc. PY 2024 · 401(k)

Percy Holdings, Inc. 401(k) Profit Sharing Plan · $257K · 6 · 12th

  • 5500 $257K
  • 5500 6
  • 5500 12th
  • 5500 401(k)
  • 5500 near Jh Enterprises 401(k)
  • 5500 ind #2017

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 Other Services retirement plans → · Plans in Arizona →

Percy Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Percy Holdings, Inc. 401(k) Profit Sharing PlanPercy Holdings, Inc. 401(k) …$257KJh Enterprises 401(k)$257KQuo Vadis Inc. 401(k) Plan$257KNorth Idaho Aircraft Refinishing Retirement PlanNorth Idaho Aircraft Refinis…$257KFairly Odd Manufacturing Corporation 401(k) Profit Sharing PlanFairly Odd Manufacturing Cor…$257K
End-of-year total assets ($M) among Percy Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Percy Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Percy Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257K 39.28620430255059% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.42M $0.26M ▼ -38.1%
Year Plans Participants Total Assets
2022 1 3 $423K
2023 1 5 $225K
2024 1 6 $257K

Percy Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$225K
Net Assets (End of Year)$257K
Net Income$32K
Employer EIN823814950
Plan Effective Date2017-12-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Percy Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Percy Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000256653 · Participants: 6Percy Holdings, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Percy Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Percy Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Percy Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Jh Enterprises 401(k) in TN ($257K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($257K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Percy Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Percy Holdings, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.1% during 2024, from $225K to $257K. Reported net income was $32K.
How have Percy Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Percy Holdings, Inc.'s sponsor-wide assets declined 39.3%, from $423K to $257K.
Where does Percy Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Percy Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Percy Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jh Enterprises 401(k) in TN ($257K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Percy Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A 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 823814950.

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.