401(k) · DOL Form 5500 · 2023
Perry Brothers Oil Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $61,807
- Avg per participant Low balance/head
Official DOL plan name: Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Perry Brothers Oil Company, Inc. · Georgia · Wholesale Trade
$10M in assets, 158 participants
Perry Brothers Oil Company, Inc.'s Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #3,148 in Wholesale Trade (6,309 peers)
Coverage in Georgia
Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan covers 158 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $10M.
- #3,148
- in Wholesale Trade (6,309 peers)
- +20.9%
- assets growth YoY
Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,765,497 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$926K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan reported participants fell from 181 in the plan year 2022 filing to 158 in the plan year 2023 filing.
DOL schedule card
Filing strip 580693124 · Perry Brothers Oil Company, Inc. PY 2023 · 401(k)
Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan · $10M · 158 · 58th
- EOY $10M
- EOY 158
- EOY 58th
- EOY 401(k)
- EOY near People's Bank of Commerce 401(k) Plan
- EOY ind #3148
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 Wholesale Trade retirement plans → · Plans in Georgia →
Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 580693124 |
| Plan Effective Date | 1982-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perry Brothers Oil Company, Inc.)
Sponsor-wide plan assets over time
All Perry Brothers Oil Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 20.896709573219812% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 181 | $8M |
| 2023 | 1 | 158 | $10M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Perry Brothers Oil Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is People's Bank of Commerce 401(k) Plan in OR ($10M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- People's Bank of Commerce 401(k) Plan (OR) $10M · 160
- Healthtrio LLC 401(k) Plan (CA) $10M · 150
- Pella Carolina 401 (K) Plan (NC) $10M · 189
- Printograph, Inc. 401(k) Plan (CA) $10M · 287
Similar participant headcount
Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.