401(k) · DOL Form 5500 · 2024

Perfection Learning Corporation 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
120
Participants Small participant base
71st
Percentile by assets National rank
$169,042
Avg per participant Above avg balance/head
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Official DOL plan name: Perfection Learning Corporation 401(k) Ps Plan & Trust · Sponsored by Perfection Learning Corporation · Iowa · Wholesale Trade

$20M in assets, 120 participants

Perfection Learning Corporation's Perfection Learning Corporation 401(k) Ps Plan & Trust reported $20M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,056 in Wholesale Trade (6,080 peers)

Coverage in Iowa

Perfection Learning Corporation 401(k) Ps Plan & Trust covers 120 participants in Iowa, about 20% of the average Iowa filer (state average ~609 per filing). Assets: $20M.

#4,056
in Wholesale Trade (6,080 peers)
+13.2%
assets growth YoY

Perfection Learning Corporation 401(k) Ps Plan & Trust's outsized position by total assets

Perfection Learning Corporation 401(k) Ps Plan & Trust vs every filed plan by assets

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

$20,285,009 Top 29% higher than 71% 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

Perfection Learning Corporation 401(k) Ps Plan & Trust 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. Perfection Learning Corporation 401(k) Ps Plan & Trust sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Perfection Learning Corporation 401(k) Ps Plan & Trust reported participants rose from 96 in the plan year 2023 filing to 120 in the plan year 2024 filing.
  • Perfection Learning Corporation 401(k) Ps Plan & Trust end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Perfection Learning Corporation 401(k) Ps Plan & Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420895541 · Perfection Learning Corporation PY 2024 · 401(k)

Perfection Learning Corporation 401(k) Ps Plan & Trust · $20M · 120 · 71st

  • ASSETS $20M
  • ASSETS 120
  • ASSETS 71st
  • ASSETS 401(k)
  • ASSETS near Hwc Engineering Savings and Retirement Plan
  • ASSETS ind #4056

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 Wholesale Trade retirement plans → · Plans in Iowa →

Perfection Learning Corporation 401(k) Ps Plan & Trust in the asset neighbourhood

Perfection Learning Corporation 401(k) Ps Plan & TrustPerfection Learning Corporat…$20MHwc Engineering Savings and Retirement PlanHwc Engineering Savings and …$20MCalico Cottage, Inc. Profit Sharing 401(k) PlanCalico Cottage, Inc. Profit …$20MGhilotti Bros., Inc. 401(k) PlanGhilotti Bros., Inc. 401(k) …$20MNeighbors Federal Credit Union 401(k) Plan and TrustNeighbors Federal Credit Uni…$20M
End-of-year total assets ($M) among Perfection Learning Corporation 401(k) Ps Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN420895541
Plan Effective Date1971-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perfection Learning Corporation)

Sponsor-wide plan assets over time

All Perfection Learning Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$20M 32.42821933445922% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.3M $20.3M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 88 $15M
2023 1 96 $18M
2024 1 120 $20M

Nearby 401(k) Plans in Iowa

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

Perfection Learning Corporation 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Perfection Learning Corporation 401(k) Ps Plan & Trust, Total assets ($B): 0.020285009 · Participants: 120Perfection Learning Corporation 401(k) Ps Plan & TrustThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Perfection Learning Corporation 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Perfection Learning Corporation 401(k) Ps Plan & Trust side-by-side with 3 peers →

Perfection Learning Corporation 401(k) Ps Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Hwc Engineering Savings and Retirement Plan in IN ($20M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Perfection Learning Corporation 401(k) Ps Plan & Trust assets move in 2024? ▼
Perfection Learning Corporation 401(k) Ps Plan & Trust grew at a solid clip - up 13.2% during 2024, from $18M to $20M. Reported net income was $2M.
How have Perfection Learning Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perfection Learning Corporation's sponsor-wide assets grew 32.4%, from $15M to $20M.
Which 401(k) plans are similar in size to Perfection Learning Corporation 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hwc Engineering Savings and Retirement Plan in IN ($20M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Perfection Learning Corporation 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 420895541.

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.