401(k) · DOL Form 5500 · 2022

Charles Perry Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
197
Participants Below avg headcount
75th
Percentile by assets National rank
$88,681
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

$17M in assets, 197 participants

Charles Perry Partners, Inc.'s Charles Perry Partners, Inc. 401(k) Plan reported $17M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,425 in Construction (9,927 peers)

Coverage in Florida

Charles Perry Partners, Inc. 401(k) Plan covers 197 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#7,425
in Construction (9,927 peers)
-30.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$17,470,190 Top 25% higher than 75% of 139,123 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 2022

Charles Perry Partners, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 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 (197 participants).

Plan-year Form 5500 strip

Filing strip 451601307 · Charles Perry Partners, Inc. PY 2022 · 401(k)

Charles Perry Partners, Inc. 401(k) Plan · $17M · 197 · 75th

  • BOY $17M
  • BOY 197
  • BOY 75th
  • BOY 401(k)
  • BOY near Psg Equity L.L.C. 401(k) Plan
  • BOY ind #7425

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.…$17MPsg Equity L.L.C. 401(k) Plan$17MMechanical Equipment Company, Inc. 401(k) Profit Sharing PlanMechanical Equipment Company…$17MVsm 401(k) Employees Retirement Savings PlanVsm 401(k) Employees Retirem…$17MCompass Health, Inc. 401(k) Profit Sharing PlanCompass Health, Inc. 401(k) …$17M
End-of-year total assets ($M) among Charles Perry Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$17M
Net Income-$8M
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 -5051015 Total assets ($B) Participants Charles Perry Partners, Inc. 401(k) Plan, Total assets ($B): 0.01747019 · Participants: 197Charles Perry Partners, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera 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 Psg Equity L.L.C. 401(k) Plan in MA ($17M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Charles Perry Partners, Inc. 401(k) Plan contracted severely - down 30.1% during 2022, from $25M to $17M. Reported net income was -$8M.
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.
Where does Charles Perry Partners, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Charles Perry Partners, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
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 Psg Equity L.L.C. 401(k) Plan in MA ($17M, 108 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 Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.