Profit Sharing · DOL Form 5500 · 2024

George D. Perlman, P.a. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
5
Participants Small participant base
52nd
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: George D. Perlman, P.a. Profit Sharing Plan and Trust · Sponsored by George D. Perlman, P.a. · Florida · Professional & Technical Services

$8M in assets, 5 participants

George D. Perlman, P.a.'s George D. Perlman, P.a. Profit Sharing Plan and Trust reported $8M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,066 in Professional & Technical Services (20,173 peers)

George D. Perlman, P.a. multi-year trail

George D. Perlman, P.a.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows George D. Perlman, P.a. Profit Sharing Plan and Trust at $8M / 5 participants.

#10,066
in Professional & Technical Services (20,173 peers)
+12.5%
assets growth YoY

George D. Perlman, P.a. Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

George D. Perlman, P.a. Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,291,874 Top 48% higher than 52% 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

George D. Perlman, P.a. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. George D. Perlman, P.a. Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • George D. Perlman, P.a. Profit Sharing Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $921K in the plan year 2024 filing.
  • George D. Perlman, P.a. Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592087289 · George D. Perlman, P.a. PY 2024 · Profit Sharing

George D. Perlman, P.a. Profit Sharing Plan and Trust · $8M · 5 · 52nd

  • PCT $8M
  • EIN 5
  • RANK 52nd
  • PHOTO Profit Sharing
  • IND near Life, Inc. Retirement Plan and Trust
  • EOY ind #10066

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 Professional & Technical Services retirement plans → · Plans in Florida →

George D. Perlman, P.a. Profit Sharing Plan and Trust in the asset neighbourhood

George D. Perlman, P.a. Profit Sharing Plan and TrustGeorge D. Perlman, P.a. Prof…$8MLife, Inc. Retirement Plan and TrustLife, Inc. Retirement Plan a…$8MKershawhealth 403b Retirement PlanKershawhealth 403b Retiremen…$8MGeo Foundation 403(b) Plan$8MSimflo, LLC Employee Profit Sharing PlanSimflo, LLC Employee Profit …$8M
End-of-year total assets ($M) among George D. Perlman, P.a. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

George D. Perlman, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All George D. Perlman, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 40.5719970291593% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.9M $8.29M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 5 $6M
2023 1 5 $7M
2024 1 5 $8M

George D. Perlman, P.a. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$921K
Employer EIN592087289
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

George D. Perlman, P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants George D. Perlman, P.a. Profit Sharing Plan and Trust, Total assets ($B): 0.008291874 · Participants: 5George D. Perlman, P.a. Profit Sharing Plan and TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
George D. Perlman, P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare George D. Perlman, P.a. Profit Sharing Plan and Trust side-by-side with 3 peers →

George D. Perlman, P.a. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Life, Inc. Retirement Plan and Trust in NC ($8M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 George D. Perlman, P.a. Profit Sharing Plan and Trust assets move in 2024? ▼
George D. Perlman, P.a. Profit Sharing Plan and Trust grew at a solid clip - up 12.5% during 2024, from $7M to $8M. Reported net income was $921K.
How have George D. Perlman, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), George D. Perlman, P.a.'s sponsor-wide assets grew 40.6%, from $6M to $8M.
Which Profit Sharing plans are similar in size to George D. Perlman, P.a. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Life, Inc. Retirement Plan and Trust in NC ($8M, 428 participants).
Which Profit Sharing plans cover a similar participant headcount to George D. Perlman, P.a. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 592087289.

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.