401(k) · DOL Form 5500 · 2024

Perez Trading Company, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
134
Participants Small participant base
71st
Percentile by assets National rank
$154,208
Avg per participant Above avg balance/head
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Official DOL plan name: Perez Trading Company, Inc. 401(k) Savings Plan · Sponsored by Perez Trading Company, Inc. · Florida · Manufacturing

$21M in assets, 134 participants

Perez Trading Company, Inc.'s Perez Trading Company, Inc. 401(k) Savings Plan reported $21M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #10,764 in Manufacturing (17,777 peers)

Coverage in Florida

Perez Trading Company, Inc. 401(k) Savings Plan covers 134 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $21M.

#10,764
in Manufacturing (17,777 peers)
+14.9%
assets growth YoY

Perez Trading Company, Inc. 401(k) Savings Plan's outsized position by total assets

Perez Trading Company, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$20,663,910 Top 29% higher than 71% 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

Perez Trading Company, Inc. 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. Perez Trading Company, Inc. 401(k) Savings Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Perez Trading Company, Inc. 401(k) Savings Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Perez Trading Company, Inc. 401(k) Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 135660405 · Perez Trading Company, Inc. PY 2024 · 401(k)

Perez Trading Company, Inc. 401(k) Savings Plan · $21M · 134 · 71st

  • 5500 $21M
  • ASSETS 134
  • PCT 71st
  • EIN 401(k)
  • RANK near Miyamoto International, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #10764

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 Manufacturing retirement plans → · Plans in Florida →

Perez Trading Company, Inc. 401(k) Savings Plan in the asset neighbourhood

Roth Bros., Inc. Retirement & 401(k) Savings PlanRoth Bros., Inc. Retirement …$21MPerez Trading Company, Inc. 401(k) Savings PlanPerez Trading Company, Inc. …$21MMiyamoto International, Inc. 401(k) Profit Sharing PlanMiyamoto International, Inc.…$21MTawani Enterprises Employees' Pension PlanTawani Enterprises Employees…$21MThe Lifetime Value Co., LLC Retirement TrustThe Lifetime Value Co., LLC …$21M
End-of-year total assets ($M) among Perez Trading Company, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN135660405
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perez Trading Company, Inc.)

Sponsor-wide plan assets over time

All Perez Trading Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 42.24996588987365% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20.7M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 118 $15M
2023 1 134 $18M
2024 1 134 $21M

Nearby 401(k) Plans in Florida

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

Perez Trading Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Perez Trading Company, Inc. 401(k) Savings Plan, Total assets ($B): 0.02066391 · Participants: 134Perez Trading Company, Inc. 401(k) Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Perez Trading Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Perez Trading Company, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Perez Trading Company, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Miyamoto International, Inc. 401(k) Profit Sharing Plan in CA ($21M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Perez Trading Company, Inc. 401(k) Savings Plan assets move in 2024? ▼
Perez Trading Company, Inc. 401(k) Savings Plan grew at a solid clip - up 14.9% during 2024, from $18M to $21M. Reported net income was $3M.
How have Perez Trading Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perez Trading Company, Inc.'s sponsor-wide assets grew 42.2%, from $15M to $21M.
Which 401(k) plans are similar in size to Perez Trading Company, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miyamoto International, Inc. 401(k) Profit Sharing Plan in CA ($21M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Perez Trading Company, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 135660405.

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.