Profit Sharing · DOL Form 5500 · 2024

M. Perez Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$967K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$241,661
Avg per participant Above avg balance/head
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Official DOL plan name: M. Perez Company, Inc. Profit Sharing Plan · Sponsored by M. Perez Company, Inc. · California · Construction

$967K in assets, 4 participants

M. Perez Company, Inc.'s M. Perez Company, Inc. Profit Sharing Plan reported $967K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,940 in Construction (9,039 peers)

2024 asset change

M. Perez Company, Inc. Profit Sharing Plan pulled back noticeably 8.9% in 2024 ($1M → $967K) for 4 participants.

#1,940
in Construction (9,039 peers)
-8.9%
assets change YoY

The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M. Perez Company, Inc. Profit Sharing Plan among the smaller filed plans by assets

M. Perez Company, Inc. Profit Sharing Plan vs every filed plan by assets

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

$966,643 23rd percentile higher than 23% 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

M. Perez Company, Inc. 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. M. Perez Company, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • M. Perez Company, Inc. Profit Sharing Plan reported net income fell from $86K in the plan year 2023 filing to -$94K in the plan year 2024 filing.
  • M. Perez Company, Inc. Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $967K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680366267 · M. Perez Company, Inc. PY 2024 · Profit Sharing

M. Perez Company, Inc. Profit Sharing Plan · $967K · 4 · 23rd

  • EBSA $967K
  • EBSA 4
  • EBSA 23rd
  • EBSA Profit Sharing
  • EBSA near Senior Catering Retirement Plan
  • EBSA ind #1940

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 California →

M. Perez Company, Inc. Profit Sharing Plan in the asset neighbourhood

M. Perez Company, Inc. Profit Sharing PlanM. Perez Company, Inc. Profi…$967KSenior Catering Retirement PlanSenior Catering Retirement P…$967KArlington Jewelry & Loan Inc Employee's Profit Sharing PlanArlington Jewelry & Loan Inc…$967KO'neill & Company, Inc. Profit Sharing PlanO'neill & Company, Inc. Prof…$966KFrancis J. Hearsch Jr. Profit Sharing PlanFrancis J. Hearsch Jr. Profi…$967K
End-of-year total assets ($M) among M. Perez Company, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

M. Perez Company, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All M. Perez Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$967K 0.8920955068160566% vs 2022
2024 filing year
$0.95M$1M$1.05M$1.1M 202220232024 $0.98M $0.97M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 4 $975K
2023 1 4 $1M
2024 1 4 $967K

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$967K
Net Income-$94K
Employer EIN680366267
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

M. Perez Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants M. Perez Company, Inc. Profit Sharing Plan, Total assets ($B): 0.000966643 · Participants: 4M. Perez Company, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
M. Perez Company, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare M. Perez Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

M. Perez Company, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Senior Catering Retirement Plan in SC ($967K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 M. Perez Company, Inc. Profit Sharing Plan assets move in 2024? ▼
M. Perez Company, Inc. Profit Sharing Plan pulled back noticeably - down 8.9% during 2024, from $1M to $967K. Reported net income was -$94K.
How have M. Perez Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M. Perez Company, Inc.'s sponsor-wide assets declined 0.9%, from $975K to $967K.
Where does M. Perez Company, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
M. Perez Company, Inc. Profit Sharing Plan ranks in the 23rd 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 Profit Sharing plans are similar in size to M. Perez Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Senior Catering Retirement Plan in SC ($967K, 140 participants).
Which Profit Sharing plans cover a similar participant headcount to M. Perez Company, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 680366267.

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.