401(k) · DOL Form 5500 · 2023
Perikin Enterprises, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $34,630
- Avg per participant Low balance/head
Official DOL plan name: Perikin Enterprises 401(k) Plan · Sponsored by Perikin Enterprises, LLC · New Mexico · Administrative & Support Services
$5M in assets, 147 participants
Perikin Enterprises, LLC's Perikin Enterprises 401(k) Plan reported $5M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #2,939 in Administrative & Support Services (4,372 peers)
Coverage in New Mexico
Perikin Enterprises 401(k) Plan covers 147 participants in New Mexico, about 40% of the average New Mexico filer (state average ~365 per filing). Assets: $5M.
- #2,939
- in Administrative & Support Services (4,372 peers)
- +14.9%
- assets growth YoY
The plan reported a net loss of $307K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Perikin Enterprises 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers
Perikin Enterprises 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,090,668 45th percentile higher than 45% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Perikin Enterprises 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perikin Enterprises 401(k) Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Perikin Enterprises 401(k) Plan reported participants rose from 117 in the plan year 2022 filing to 147 in the plan year 2023 filing.
- Perikin Enterprises 401(k) Plan reported net income rose from -$395K in the plan year 2022 filing to -$307K in the plan year 2023 filing.
- Perikin Enterprises 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 900539842 · Perikin Enterprises, LLC PY 2023 · 401(k)
Perikin Enterprises 401(k) Plan · $5M · 147 · 45th
- SCH $5M
- EBSA 147
- PART 45th
- TYPE 401(k)
- NET near Cadence Sl Windham Fresno LLC 401(k) Profit Sharing Plan & Trust
- BOOK ind #2939
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 Administrative & Support Services retirement plans → · Plans in New Mexico →
Perikin Enterprises 401(k) Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$307K |
| Employer EIN | 900539842 |
| Plan Effective Date | 2017-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perikin Enterprises, LLC)
Sponsor-wide plan assets over time
All Perikin Enterprises, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 42.704478998746445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $4M |
| 2023 | 1 | 147 | $5M |
| 2024 | 1 | 168 | $6M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $6.1B · 14,721
- Triad 401(k) Retirement Plan $2.0B · 10,005
- Triad 401(k) Savings Plan $840M · 2,249
- Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962
Perikin Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Cadence Sl Windham Fresno LLC 401(k) Profit Sharing Plan & Trust in CA ($5M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.