401(k) · DOL Form 5500 · 2024

James Perse Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
248
Participants Below avg headcount
64th
Percentile by assets National rank
$60,051
Avg per participant Low balance/head
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Official DOL plan name: James Perse Enterprises, LLC 401(k) Profit Sharing Plan · Sponsored by James Perse Enterprises, LLC · California · Wholesale Trade

$15M in assets, 248 participants

James Perse Enterprises, LLC's James Perse Enterprises, LLC 401(k) Profit Sharing Plan reported $15M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,477 in Wholesale Trade (6,080 peers)

Coverage in California

James Perse Enterprises, LLC 401(k) Profit Sharing Plan covers 248 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $15M.

#3,477
in Wholesale Trade (6,080 peers)
+17.1%
assets growth YoY

James Perse Enterprises, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

James Perse Enterprises, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,892,571 Top 36% higher than 64% 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

James Perse Enterprises, LLC 401(k) Profit Sharing 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. James Perse Enterprises, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James Perse Enterprises, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • James Perse Enterprises, LLC 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • James Perse Enterprises, LLC 401(k) Profit Sharing Plan reported participants rose from 238 in the plan year 2023 filing to 248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954498473 · James Perse Enterprises, LLC PY 2024 · 401(k)

James Perse Enterprises, LLC 401(k) Profit Sharing Plan · $15M · 248 · 64th

  • EIN $15M
  • EIN 248
  • EIN 64th
  • EIN 401(k)
  • EIN near Bluewater Technologies Group, Inc. 401(k) Profit Sharing Plan
  • EIN ind #3477

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 California →

James Perse Enterprises, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

James Perse Enterprises, LLC 401(k) Profit Sharing PlanJames Perse Enterprises, LLC…$15MBluewater Technologies Group, Inc. 401(k) Profit Sharing PlanBluewater Technologies Group…$15M401(k) Retirement Savings Plan of Maui Divers of Hawaii, Ltd.401(k) Retirement Savings Pl…$15MHigh Grade 401(k) Retirement PlanHigh Grade 401(k) Retirement…$15MVrc Engineered Solutions 401(k) PlanVrc Engineered Solutions 401…$15M
End-of-year total assets ($M) among James Perse Enterprises, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN954498473
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James Perse Enterprises, LLC)

Sponsor-wide plan assets over time

All James Perse Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 45.93876666871475% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $14.9M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 189 $10M
2023 1 238 $13M
2024 1 248 $15M

Nearby 401(k) Plans in California

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

James Perse Enterprises, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants James Perse Enterprises, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.014892571 · Participants: 248James Perse Enterprises, LLC 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
James Perse Enterprises, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare James Perse Enterprises, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

James Perse Enterprises, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bluewater Technologies Group, Inc. 401(k) Profit Sharing Plan in MI ($15M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 James Perse Enterprises, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
James Perse Enterprises, LLC 401(k) Profit Sharing Plan grew sharply - up 17.1% during 2024, from $13M to $15M. Reported net income was $2M.
How have James Perse Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Perse Enterprises, LLC's sponsor-wide assets grew 45.9%, from $10M to $15M.
Which 401(k) plans are similar in size to James Perse Enterprises, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bluewater Technologies Group, Inc. 401(k) Profit Sharing Plan in MI ($15M, 177 participants).
Which 401(k) plans cover a similar participant headcount to James Perse Enterprises, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K 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 954498473.

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.