401(k) · DOL Form 5500 · 2024
Perpetual Capital Management Services LLC 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 2,569
- Participants Above avg headcount
- 88th
- Percentile by assets National rank
- $29,868
- Avg per participant Low balance/head
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.
- #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.
- #2,363
- in Information & Media (2,822 peers)
- +39.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Perpetual Capital 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Perpetual Capital 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perpetual Capital 401(k) Plan lands in the large band (2,569 participants).
EBSA filing schedule strip
Filing strip 923159535 · Perpetual Capital Management Services LLC PY 2024 · 401(k)
Perpetual Capital 401(k) Plan · $77M · 2,569 · 88th
- PCT $77M
- PCT 2,569
- PCT 88th
- PCT 401(k)
- PCT near Addepar 401(k) Plan
- PCT ind #2363
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 Information & Media retirement plans → · Plans in Virginia →
Perpetual Capital 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $21M |
| Employer EIN | 923159535 |
| Plan Effective Date | 1992-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Perpetual Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Addepar 401(k) Plan in CA ($77M); by covered participants it is Pcf 401(k) Plan in UT (2,569 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Addepar 401(k) Plan (CA) $77M · 667
- Marketwise Solutions LLC Savings and Retirement Plan (MD) $77M · 574
- Rand Worldwide 401(k) Plan (MD) $77M · 394
- Tista Science and Technology Corporation 401(k) (MD) $77M · 1,270
Similar participant headcount
Nearest other-state filings by covered participants (2,569 participants); asset peers above are excluded.
- Pcf 401(k) Plan (UT) 2,569 · 0 off
- Pacific Retirement Services, Inc. 401(k) Plan (OR) 2,570 · 1 off
- Misa Consolidated 401(k) Plan (NY) 2,568 · 1 off
- Zoominfo 401(k) Plan (WA) 2,568 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.