401(k) · DOL Form 5500 · 2024

Perpetual Capital Management Services LLC 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
2,569
Participants
88th
Percentile by assets
$29,868
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Perpetual Capital 401(k) Plan · Sponsored by Perpetual Capital Management Services LLC · Virginia · Information & Media

$77M in assets, 2,569 participants

Perpetual Capital Management Services LLC's Perpetual Capital 401(k) Plan reported $77M in total assets and 2,569 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #2,363 in Information & Media (2,822 peers)

Coverage in Virginia

Perpetual Capital 401(k) Plan covers 2,569 participants in Virginia, 3.3x the typical Virginia plan (state average ~782 per filing). Assets: $77M.

$77M
total plan assets (2024 EOY)
2,569
covered participants
88th
percentile by assets (of 123,622 plans)
$29,868
avg assets per participant

Where Perpetual Capital 401(k) Plan sits by total assets

Perpetual Capital 401(k) Plan vs every filed plan by assets

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

$76,731,826 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,010,000,000 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

State
Virginia
Industry
Information & Media

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Perpetual Capital 401(k) Plan reports 2,569 participants - 3.3x that state average ($77M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$77M
Net Income$21M
Employer EIN923159535
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Perpetual Capital 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Perpetual Capital 40…, Total assets ($B): 0.076731826 · Participants: 2569Perpetual Capital 40…Northrop Grumman Sav…, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Cor…Capital One Financia…, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financia…Leidos, Inc. Retirem…, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirem…
Perpetual Capital 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Perpetual Capital 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Perpetual Capital 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Perpetual Capital 401(k) Plan assets move in 2024? ▼
Perpetual Capital 401(k) Plan surged - up 39.4% during 2024, from $55M to $77M. Reported net income was $21M.
Where does Perpetual Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Perpetual Capital 401(k) Plan ranks in the 88th 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 Perpetual Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Addepar 401(k) Plan in CA ($77M, 667 participants).

Next read for Perpetual Capital 401(k) Plan

Filing takeaways

Ways to act on Perpetual Capital 401(k) Plan's numbers.

  • By total assets, Perpetual Capital 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans

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 923159535.

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.