401(k) · DOL Form 5500 · 2024

Charles Perry Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
203
Participants Below avg headcount
72nd
Percentile by assets National rank
$107,430
Avg per participant Below avg balance/head
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Official DOL plan name: Charles Perry Partners, Inc. 401(k) Plan · Sponsored by Charles Perry Partners, Inc. · Florida · Construction

$22M in assets, 203 participants

Charles Perry Partners, Inc.'s Charles Perry Partners, Inc. 401(k) Plan reported $22M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,392 in Construction (9,039 peers)

Coverage in Florida

Charles Perry Partners, Inc. 401(k) Plan covers 203 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $22M.

#6,392
in Construction (9,039 peers)
+13.4%
assets growth YoY

Charles Perry Partners, Inc. 401(k) Plan's outsized position by total assets

Charles Perry Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$21,808,274 Top 28% higher than 72% 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

Charles Perry Partners, 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. Charles Perry Partners, Inc. 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charles Perry Partners, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Charles Perry Partners, Inc. 401(k) Plan reported participants rose from 171 in the plan year 2023 filing to 203 in the plan year 2024 filing.
  • Charles Perry Partners, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 451601307 · Charles Perry Partners, Inc. PY 2024 · 401(k)

Charles Perry Partners, Inc. 401(k) Plan · $22M · 203 · 72nd

  • PART $22M
  • TYPE 203
  • NET 72nd
  • BOOK 401(k)
  • VS-ST near Dms 401(k) Plan
  • BOY ind #6392

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 Construction retirement plans → · Plans in Florida →

Charles Perry Partners, Inc. 401(k) Plan in the asset neighbourhood

Charles Perry Partners, Inc. 401(k) PlanCharles Perry Partners, Inc.…$22MDms 401(k) Plan$22MEyemart Express, LLC 401(k) PlanEyemart Express, LLC 401(k) …$22MShipbob 401(k) Plan$22MLighthouse Worldwide Solutions, Inc. 401(k) Retirement Savings PlanLighthouse Worldwide Solutio…$22M
End-of-year total assets ($M) among Charles Perry Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN451601307
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles Perry Partners, Inc.)

Sponsor-wide plan assets over time

All Charles Perry Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 24.83134985938905% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.5M $21.8M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 197 $17M
2023 1 171 $19M
2024 1 203 $22M

Nearby 401(k) Plans in Florida

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

Charles Perry Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Charles Perry Partners, Inc. 401(k) Plan, Total assets ($B): 0.021808274 · Participants: 203Charles Perry Partners, Inc. 401(k) 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
Charles Perry Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Charles Perry Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Charles Perry Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dms 401(k) Plan in ND ($22M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Charles Perry Partners, Inc. 401(k) Plan assets move in 2024? ▼
Charles Perry Partners, Inc. 401(k) Plan grew at a solid clip - up 13.4% during 2024, from $19M to $22M. Reported net income was $3M.
How have Charles Perry Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Perry Partners, Inc.'s sponsor-wide assets grew 24.8%, from $17M to $22M.
Which 401(k) plans are similar in size to Charles Perry Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dms 401(k) Plan in ND ($22M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Charles Perry Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants, $1M 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 451601307.

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.