401(k) · DOL Form 5500 · 2024

Dan Perkins Subaru, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
166
Participants Small participant base
56th
Percentile by assets National rank
$62,402
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dan Perkins Group 401(k) Savings Plan · Sponsored by Dan Perkins Subaru, Inc. · Connecticut · Retail Trade

$10M in assets, 166 participants

Dan Perkins Subaru, Inc.'s Dan Perkins Group 401(k) Savings Plan reported $10M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,403 in Retail Trade (8,048 peers)

Coverage in Connecticut

Dan Perkins Group 401(k) Savings Plan covers 166 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $10M.

#5,403
in Retail Trade (8,048 peers)
+9.1%
assets growth YoY

Dan Perkins Group 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers

Dan Perkins Group 401(k) Savings Plan vs every filed plan by assets

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

$10,358,722 Top 44% higher than 56% 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

Dan Perkins Group 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dan Perkins Group 401(k) Savings Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dan Perkins Group 401(k) Savings Plan reported net income fell from $1M in the plan year 2023 filing to $864K in the plan year 2024 filing.
  • Dan Perkins Group 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Dan Perkins Group 401(k) Savings Plan reported participants rose from 161 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061082099 · Dan Perkins Subaru, Inc. PY 2024 · 401(k)

Dan Perkins Group 401(k) Savings Plan · $10M · 166 · 56th

  • ASSETS $10M
  • ASSETS 166
  • ASSETS 56th
  • ASSETS 401(k)
  • ASSETS near The Investment Plan
  • ASSETS ind #5403

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 Retail Trade retirement plans → · Plans in Connecticut →

Dan Perkins Group 401(k) Savings Plan in the asset neighbourhood

Dan Perkins Group 401(k) Savings PlanDan Perkins Group 401(k) Sav…$10MThe Investment Plan$10MBreeden Mechanical, Inc. Profit Sharing PlanBreeden Mechanical, Inc. Pro…$10MBuona Beef Profit Sharing & 401(k) Plan and TrustBuona Beef Profit Sharing & …$10MAtlanta Postal Credit Union 401(k) Plan and TrustAtlanta Postal Credit Union …$10M
End-of-year total assets ($M) among Dan Perkins Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$864K
Employer EIN061082099
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dan Perkins Subaru, Inc.)

Sponsor-wide plan assets over time

All Dan Perkins Subaru, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 23.431190834937482% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.39M $10.4M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 157 $8M
2023 1 161 $9M
2024 1 166 $10M

Nearby 401(k) Plans in Connecticut

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

Dan Perkins Group 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Dan Perkins Group 401(k) Savings Plan, Total assets ($B): 0.010358722 · Participants: 166Dan Perkins Group 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Dan Perkins Group 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Dan Perkins Group 401(k) Savings Plan side-by-side with 3 peers →

Dan Perkins Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Investment Plan in CA ($10M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Dan Perkins Group 401(k) Savings Plan assets move in 2024? ▼
Dan Perkins Group 401(k) Savings Plan grew at a solid clip - up 9.1% during 2024, from $9M to $10M. Reported net income was $864K.
How have Dan Perkins Subaru, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dan Perkins Subaru, Inc.'s sponsor-wide assets grew 23.4%, from $8M to $10M.
Which 401(k) plans are similar in size to Dan Perkins Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Investment Plan in CA ($10M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Dan Perkins Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 061082099.

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.