401(k) · DOL Form 5500 · 2024

Perlick Corporation 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
262
Participants Below avg headcount
79th
Percentile by assets National rank
$130,433
Avg per participant Near avg balance/head
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Official DOL plan name: Perlick Corporation Retirement Savings Plan · Sponsored by Perlick Corporation · Wisconsin · Manufacturing

$34M in assets, 262 participants

Perlick Corporation's Perlick Corporation Retirement Savings Plan reported $34M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #12,665 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Perlick Corporation Retirement Savings Plan covers 262 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $34M.

#12,665
in Manufacturing (17,777 peers)
+9.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Perlick Corporation Retirement Savings Plan's outsized position by total assets

Perlick Corporation Retirement Savings Plan vs every filed plan by assets

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

$34,173,421 Top 21% higher than 79% 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

Perlick Corporation Retirement 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. Perlick Corporation Retirement Savings Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Perlick Corporation Retirement Savings Plan reported participants fell from 307 in the plan year 2023 filing to 262 in the plan year 2024 filing.
  • Perlick Corporation Retirement Savings Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Perlick Corporation Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390533500 · Perlick Corporation PY 2024 · 401(k)

Perlick Corporation Retirement Savings Plan · $34M · 262 · 79th

  • TYPE $34M
  • TYPE 262
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Maron Marvel Bradley Anderson & Tardy LLC 401(k) Profit Sharing Plan
  • TYPE ind #12665

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 Wisconsin →

Perlick Corporation Retirement Savings Plan in the asset neighbourhood

Perlick Corporation Retirement Savings PlanPerlick Corporation Retireme…$34MMaron Marvel Bradley Anderson & Tardy LLC 401(k) Profit Sharing PlanMaron Marvel Bradley Anderso…$34MNdbt 401(k) Plan$34MIncentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.Incentive Savings and Invest…$34MMjlf & Associates, Inc. Savings and Investment PlanMjlf & Associates, Inc. Savi…$34M
End-of-year total assets ($M) among Perlick Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN390533500
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perlick Corporation)

Sponsor-wide plan assets over time

All Perlick Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$34M 21.309645969971253% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.2M $34.2M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 296 $28M
2023 1 307 $31M
2024 1 262 $34M

Nearby 401(k) Plans in Wisconsin

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

Perlick Corporation Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Perlick Corporation Retirement Savings Plan, Total assets ($B): 0.034173421 · Participants: 262Perlick Corporation Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Perlick Corporation Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Perlick Corporation Retirement Savings Plan side-by-side with 3 peers →

Perlick Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Maron Marvel Bradley Anderson & Tardy LLC 401(k) Profit Sharing Plan in DE ($34M); by covered participants it is Chesapeake Containment Systems 401(k) Plan in NC (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Perlick Corporation Retirement Savings Plan assets move in 2024? ▼
Perlick Corporation Retirement Savings Plan grew at a solid clip - up 9.9% during 2024, from $31M to $34M. Reported net income was $3M.
How have Perlick Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perlick Corporation's sponsor-wide assets grew 21.3%, from $28M to $34M.
Where does Perlick Corporation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Perlick Corporation Retirement Savings Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Perlick Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maron Marvel Bradley Anderson & Tardy LLC 401(k) Profit Sharing Plan in DE ($34M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Perlick Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chesapeake Containment Systems 401(k) Plan in NC (262 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 390533500.

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.