401(k) · DOL Form 5500 · 2024

Perr & Knight, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
147
Participants Small participant base
80th
Percentile by assets National rank
$251,638
Avg per participant Above avg balance/head
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Official DOL plan name: Perr & Knight 401(k) Plan · Sponsored by Perr & Knight, Inc. · California · Professional & Technical Services

$37M in assets, 147 participants

Perr & Knight, Inc.'s Perr & Knight 401(k) Plan reported $37M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,295 in Professional & Technical Services (20,173 peers)

Coverage in California

Perr & Knight 401(k) Plan covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $37M.

#16,295
in Professional & Technical Services (20,173 peers)
+17.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Perr & Knight 401(k) Plan's outsized position by total assets

Perr & Knight 401(k) Plan vs every filed plan by assets

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

$36,990,770 Top 20% higher than 80% 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

Perr & Knight 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perr & Knight 401(k) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Perr & Knight 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Perr & Knight 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Perr & Knight 401(k) Plan reported participants rose from 138 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954511033 · Perr & Knight, Inc. PY 2024 · 401(k)

Perr & Knight 401(k) Plan · $37M · 147 · 80th

  • EBSA $37M
  • PART 147
  • TYPE 80th
  • NET 401(k)
  • BOOK near Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #16295

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 Professional & Technical Services retirement plans → · Plans in California →

Perr & Knight 401(k) Plan in the asset neighbourhood

Avfuel Corporation 401(k) Savings PlanAvfuel Corporation 401(k) Sa…$37MPerr & Knight 401(k) Plan$37MRetail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & TrustRetail Investors of Texas, L…$37MResolute Investment Managers, Inc. 401(k) PlanResolute Investment Managers…$37MRcb Bank 401(k) Plan$37M
End-of-year total assets ($M) among Perr & Knight 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN954511033
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perr & Knight, Inc.)

Sponsor-wide plan assets over time

All Perr & Knight, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 49.74140897296291% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.7M $37M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 132 $25M
2023 1 138 $32M
2024 1 147 $37M

Nearby 401(k) Plans in California

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

Perr & Knight 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Perr & Knight 401(k) Plan, Total assets ($B): 0.03699077 · Participants: 147Perr & Knight 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Perr & Knight 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Perr & Knight 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust in TX ($37M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Perr & Knight 401(k) Plan assets move in 2024?
Perr & Knight 401(k) Plan grew sharply - up 17.4% during 2024, from $32M to $37M. Reported net income was $5M.
How have Perr & Knight, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Perr & Knight, Inc.'s sponsor-wide assets grew 49.7%, from $25M to $37M.
Where does Perr & Knight 401(k) Plan rank by assets among Form 5500 filers?
Perr & Knight 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Perr & Knight 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust in TX ($37M, 810 participants).
Which 401(k) plans cover a similar participant headcount to Perr & Knight 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M in assets).