401(k) · DOL Form 5500 · 2024
Perry Hay LLP 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $967,724
- Avg per participant High balance/head
Official DOL plan name: Perry Hay Profit Sharing Plan · Sponsored by Perry Hay LLP · California · Professional & Technical Services
$8M in assets, 8 participants
Perry Hay LLP's Perry Hay Profit Sharing Plan reported $8M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,788 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Perry Hay Profit Sharing Plan holds $8M for 8 participants - about $967,724 per participant, above the median plan by assets.
- #9,788
- in Professional & Technical Services (20,173 peers)
- -1.8%
- assets change YoY
The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Perry Hay Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Perry Hay Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,741,795 Top 50% higher than 50% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Perry Hay Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perry Hay Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Perry Hay Profit Sharing Plan reported net income fell from $690K in the plan year 2023 filing to -$143K in the plan year 2024 filing.
- Perry Hay Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 462290413 · Perry Hay LLP PY 2024 · 401(k)
Perry Hay Profit Sharing Plan · $8M · 8 · 50th
- BOY $8M
- BOY 8
- BOY 50th
- BOY 401(k)
- BOY near Navicore Solutions Employee Savings Plan
- BOY ind #9788
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 Professional & Technical Services retirement plans → · Plans in California →
Perry Hay Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$143K |
| Employer EIN | 462290413 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perry Hay LLP)
Sponsor-wide plan assets over time
All Perry Hay LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 7.602748265307981% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $7M |
| 2023 | 1 | 8 | $8M |
| 2024 | 1 | 8 | $8M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Perry Hay Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Navicore Solutions Employee Savings Plan in NJ ($8M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Navicore Solutions Employee Savings Plan (NJ) $8M · 134
- Generations Bank 401(k) Plan (AR) $8M · 121
- University of Maryland Medical Center Midtown Campus 401(k) Profit Sharing Plan for Union Employees (MD) $8M · 369
- University of Maryland Medical Center Midtown Campus 401(k) Profit Sharing Plan for Union Employees (MD) $8M · 369
Similar participant headcount
Nearest other-state filings by covered participants (8 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.