401(k) · DOL Form 5500 · 2024
Charles a. Perry & Company 401(k) Plan
Data updated 2026-08-25
- $950K
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $59,350
- Avg per participant Low balance/head
Official DOL plan name: Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust · Sponsored by Charles a. Perry & Company · Florida · Wholesale Trade
$950K in assets, 16 participants
Charles a. Perry & Company's Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust reported $950K in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #748 in Wholesale Trade (6,080 peers)
Charles a. Perry & Company multi-year trail
Charles a. Perry & Company's plans moved +23.0% in assets from 2022 to 2024; this filing shows Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust at $950K / 16 participants.
- #748
- in Wholesale Trade (6,080 peers)
- +7.3%
- assets growth YoY
Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$949,592 23rd percentile higher than 23% 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
Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust reported net income fell from $112K in the plan year 2023 filing to $65K in the plan year 2024 filing.
- Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust reported participants fell from 21 in the plan year 2023 filing to 16 in the plan year 2024 filing.
- Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $885K in the plan year 2023 filing to $950K in the plan year 2024 filing.
DOL schedule card
Filing strip 591035943 · Charles a. Perry & Company PY 2024 · 401(k)
Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust · $950K · 16 · 23rd
- PHOTO $950K
- IND 16
- EOY 23rd
- 5500 401(k)
- ASSETS near Strictly Vacations, LLC 401(k) Profit Sharing Plan
- PCT ind #748
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 Florida →
Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Charles a. Perry & Company multi-year asset trail
Sponsor-wide plan assets over time
All Charles a. Perry & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $950K 22.963847340185147% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $772K |
| 2023 | 1 | 21 | $885K |
| 2024 | 1 | 16 | $950K |
Charles a. Perry & Company filing trail (2024)
| Total Assets (Beginning of Year) | $885K |
|---|---|
| Net Assets (End of Year) | $950K |
| Net Income | $65K |
| Employer EIN | 591035943 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Charles a. Perry & Company 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Strictly Vacations, LLC 401(k) Profit Sharing Plan in TX ($950K); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($950K here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.