401(k) · DOL Form 5500 · 2024

Monica Perlman, Md, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
389
Participants Below avg headcount
49th
Percentile by assets National rank
$18,603
Avg per participant Low balance/head
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Official DOL plan name: Monica Perlman, Md, Inc. 401(k) Plan · Sponsored by Monica Perlman, Md, Inc. · California · Healthcare & Social Assistance

$7M in assets, 389 participants

Monica Perlman, Md, Inc.'s Monica Perlman, Md, Inc. 401(k) Plan reported $7M in total assets and 389 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,090 in Healthcare & Social Assistance (16,916 peers)

Monica Perlman, Md, Inc. multi-year trail

Monica Perlman, Md, Inc.'s plans moved +129.3% in assets from 2022 to 2024; this filing shows Monica Perlman, Md, Inc. 401(k) Plan at $7M / 389 participants.

#9,090
in Healthcare & Social Assistance (16,916 peers)
+53.9%
assets growth YoY

Monica Perlman, Md, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monica Perlman, Md, Inc. 401(k) Plan vs every filed plan by assets

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

$7,236,625 49th percentile higher than 49% 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

Monica Perlman, Md, Inc. 401(k) 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. Monica Perlman, Md, Inc. 401(k) Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Monica Perlman, Md, Inc. 401(k) Plan reported net income rose from $165K in the plan year 2022 filing to $3M in the plan year 2024 filing.
  • Monica Perlman, Md, Inc. 401(k) Plan reported participants rose from 137 in the plan year 2022 filing to 389 in the plan year 2024 filing.
  • Monica Perlman, Md, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $7M in the plan year 2024 filing.

See the national 2022→2024 release diff →

EBSA filing schedule strip

Filing strip 202138632 · Monica Perlman, Md, Inc. PY 2024 · 401(k)

Monica Perlman, Md, Inc. 401(k) Plan · $7M · 389 · 49th

  • VS-ST $7M
  • VS-ST 389
  • VS-ST 49th
  • VS-ST 401(k)
  • VS-ST near General Caulking and Coatings 401(k) Plan
  • VS-ST ind #9090

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Monica Perlman, Md, Inc. 401(k) Plan in the asset neighbourhood

Monica Perlman, Md, Inc. 401(k) PlanMonica Perlman, Md, Inc. 401…$7MGeneral Caulking and Coatings 401(k) PlanGeneral Caulking and Coating…$7MKnowlton Technologies, LLC Union PlanKnowlton Technologies, LLC U…$7MManchester, Newman & Bennett, a Legal Professional Association 401(k) Profit Sharing Plan and TrustManchester, Newman & Bennett…$7MMindgrub Technologies LLC 401(k) Profit Sharing Plan and TrustMindgrub Technologies LLC 40…$7M
End-of-year total assets ($M) among Monica Perlman, Md, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Monica Perlman, Md, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Monica Perlman, Md, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 129.2526963218511% vs 2022
2024 filing year
$2M$4M$6M$8M 20222024 $3.16M $7.24M ▲ +129.1%
Year Plans Participants Total Assets
2022 1 137 $3M
2024 1 389 $7M

Monica Perlman, Md, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN202138632
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Monica Perlman, Md, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Monica Perlman, Md, Inc. 401(k) Plan, Total assets ($B): 0.007236625 · Participants: 389Monica Perlman, Md, Inc. 401(k) 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
Monica Perlman, Md, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Monica Perlman, Md, Inc. 401(k) Plan side-by-side with 3 peers →

Monica Perlman, Md, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is General Caulking and Coatings 401(k) Plan in FL ($7M); by covered participants it is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Monica Perlman, Md, Inc. 401(k) Plan assets move in 2024? ▼
Monica Perlman, Md, Inc. 401(k) Plan surged - up 53.9% during 2024, from $5M to $7M. Reported net income was $3M.
How have Monica Perlman, Md, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Monica Perlman, Md, Inc.'s sponsor-wide assets grew 129.3%, from $3M to $7M.
Which 401(k) plans are similar in size to Monica Perlman, Md, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Caulking and Coatings 401(k) Plan in FL ($7M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Monica Perlman, Md, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants, $19M 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 202138632.

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.