Profit Sharing · DOL Form 5500 · 2024
Perenich, Caulfield, Avril & Noyes, P.a. Profit Sharing Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $791,611
- Avg per participant High balance/head
Official DOL plan name: Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan · Sponsored by Perenich, Caulfield, Avril & Noyes, P.a. · Florida · Professional & Technical Services
$16M in assets, 20 participants
Perenich, Caulfield, Avril & Noyes, P.a.'s Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan reported $16M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #13,046 in Professional & Technical Services (20,173 peers)
Perenich, Caulfield, Avril & Noyes, P.a. multi-year trail
Perenich, Caulfield, Avril & Noyes, P.a.'s plans moved +24.4% in assets from 2022 to 2024; this filing shows Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan at $16M / 20 participants.
- #13,046
- in Professional & Technical Services (20,173 peers)
- +1.5%
- assets growth YoY
Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,832,225 Top 34% higher than 66% 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
Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $241K in the plan year 2024 filing.
- Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan reported participants rose from 19 in the plan year 2023 filing to 20 in the plan year 2024 filing.
- Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 591279722 · Perenich, Caulfield, Avril & Noyes, P.a. PY 2024 · Profit Sharing
Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan · $16M · 20 · 66th
- PHOTO $16M
- PHOTO 20
- PHOTO 66th
- PHOTO Profit Sharing
- PHOTO near Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De Pr
- PHOTO ind #13046
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 Florida →
Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan in the asset neighbourhood
Perenich, Caulfield, Avril & Noyes, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Perenich, Caulfield, Avril & Noyes, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 24.423981422801646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $13M |
| 2023 | 1 | 19 | $16M |
| 2024 | 1 | 20 | $16M |
Perenich, Caulfield, Avril & Noyes, P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $241K |
| Employer EIN | 591279722 |
| Plan Effective Date | 1970-01-12 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Perenich, Caulfield, Avril & Noyes, P. a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De Pr in PR ($16M); by covered participants it is Birken Productions, Inc. Profit Sharing Plan in CA (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Birken Productions, Inc. Profit Sharing Plan (CA) 20 · 0 off
- George Bond Inc. Retirement Plan (NC) 20 · 0 off
- Point Commerce,Inc. Profit Sharing Plan (CO) 20 · 0 off
- Cohen Kaye Dental Corporation Profit Sharing Plan (CA) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.