401(k) · DOL Form 5500 · 2024

Perspectives Corporation 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
412
Participants Below avg headcount
76th
Percentile by assets National rank
$66,755
Avg per participant Below avg balance/head
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Official DOL plan name: Perspectives Corporation 401(k) Savings Plan · Sponsored by Perspectives Corporation · Rhode Island · Healthcare & Social Assistance

$28M in assets, 412 participants

Perspectives Corporation's Perspectives Corporation 401(k) Savings Plan reported $28M in total assets and 412 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,469 in Healthcare & Social Assistance (16,916 peers)

Coverage in Rhode Island

Perspectives Corporation 401(k) Savings Plan covers 412 participants in Rhode Island, about 28% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $28M.

#13,469
in Healthcare & Social Assistance (16,916 peers)
+13.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Perspectives Corporation 401(k) Savings Plan's outsized position by total assets

Perspectives Corporation 401(k) Savings Plan vs every filed plan by assets

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

$27,502,874 Top 24% higher than 76% 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

Perspectives Corporation 401(k) Savings 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. Perspectives Corporation 401(k) Savings Plan sits mid-pack in the medium band (412 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Perspectives Corporation 401(k) Savings Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Perspectives Corporation 401(k) Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Perspectives Corporation 401(k) Savings Plan reported participants rose from 368 in the plan year 2023 filing to 412 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 050376486 · Perspectives Corporation PY 2024 · 401(k)

Perspectives Corporation 401(k) Savings Plan · $28M · 412 · 76th

  • VS-ST $28M
  • BOY 412
  • SCH 76th
  • EBSA 401(k)
  • PART near Bridgers and Paxton's 401(k) Employee Retirement Plan
  • TYPE ind #13469

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 Healthcare & Social Assistance retirement plans → · Plans in Rhode Island →

Perspectives Corporation 401(k) Savings Plan in the asset neighbourhood

Bridgers and Paxton's 401(k) Employee Retirement PlanBridgers and Paxton's 401(k)…$28MRed Coats, Inc. Employees' 401(k) PlanRed Coats, Inc. Employees' 4…$28MPerspectives Corporation 401(k) Savings PlanPerspectives Corporation 401…$28MCityblock 401(k) Plan$27MThe Amadas Group, Inc. Savings PlanThe Amadas Group, Inc. Savin…$27M
End-of-year total assets ($M) among Perspectives Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN050376486
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perspectives Corporation)

Sponsor-wide plan assets over time

All Perspectives Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$28M 27.825010509603654% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.5M $27.5M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 388 $22M
2023 1 368 $24M
2024 1 412 $28M

Nearby 401(k) Plans in Rhode Island

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

Perspectives Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Perspectives Corporation 401(k) Savings Plan, Total assets ($B): 0.027502874 · Participants: 412Perspectives Corporation 401(k) Savings PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Perspectives Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Perspectives Corporation 401(k) Savings Plan side-by-side with 3 peers →

Perspectives Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Bridgers and Paxton's 401(k) Employee Retirement Plan in NM ($28M); by covered participants it is Specialty Rx, Inc. 401(k) Savings Plan in NJ (412 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (412 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 Perspectives Corporation 401(k) Savings Plan assets move in 2024? ▼
Perspectives Corporation 401(k) Savings Plan grew at a solid clip - up 13.7% during 2024, from $24M to $28M. Reported net income was $3M.
How have Perspectives Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perspectives Corporation's sponsor-wide assets grew 27.8%, from $22M to $28M.
Where does Perspectives Corporation 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Perspectives Corporation 401(k) Savings Plan ranks in the 76th 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 Perspectives Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bridgers and Paxton's 401(k) Employee Retirement Plan in NM ($28M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Perspectives Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialty Rx, Inc. 401(k) Savings Plan in NJ (412 participants, $2M 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 050376486.

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.