Defined Benefit (Pension) · DOL Form 5500 · 2024

The Perry Company Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: The Perry Company Retirement Plan and Trust · Sponsored by The Perry Company · Texas · Real Estate

$2M in assets, 2 participants

The Perry Company's The Perry Company Retirement Plan and Trust reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,294 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, The Perry Company Retirement Plan and Trust ranks #2,294 of 4,605 2024 filers by assets (1182% of the sector average)-$2M for 2 participants.

#2,294
in Real Estate (4,605 peers)
-2.4%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Perry Company Retirement Plan and Trust among the smaller filed plans by assets

The Perry Company Retirement Plan and Trust vs every filed plan by assets

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

$2,195,916 30th percentile higher than 30% 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

The Perry Company Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Perry Company Retirement Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Perry Company Retirement Plan and Trust reported net income fell from $6K in the plan year 2023 filing to -$53K in the plan year 2024 filing.
  • The Perry Company Retirement Plan and Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741258198 · The Perry Company PY 2024 · Defined Benefit (Pension)

The Perry Company Retirement Plan and Trust · $2M · 2 · 30th

  • BOY $2M
  • BOY 2
  • BOY 30th
  • BOY Defined Benefit (Pension)
  • BOY near Bricklayers Local Union No. 5 Pension Plan
  • BOY ind #2294

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 Real Estate retirement plans → · Plans in Texas →

The Perry Company Retirement Plan and Trust in the asset neighbourhood

The Perry Company Retirement Plan and TrustThe Perry Company Retirement…$2MBricklayers Local Union No. 5 Pension PlanBricklayers Local Union No. …$2MRule 1 Investing Cash Balance PlanRule 1 Investing Cash Balanc…$2MRefresco Union Employees' Retirement PlanRefresco Union Employees' Re…$2MWater Saver Faucet Co. Union Employees Pension Plan & TrustWater Saver Faucet Co. Union…$2M
End-of-year total assets ($M) among The Perry Company Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$53K
Employer EIN741258198
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Perry Company)

Sponsor-wide plan assets over time

All The Perry Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.2623258198103409% vs 2022
2024 filing year
$2.18M$2.2M$2.22M$2.24M$2.26M 202220232024 $2.22M $2.2M ▼ -0.9%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Perry Company Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Perry Company Retirement Plan and Trust, Total assets ($B): 0.002195916 · Participants: 2The Perry Company Retirement Plan and TrustAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
The Perry Company Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare The Perry Company Retirement Plan and Trust side-by-side with 3 peers →

The Perry Company Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Bricklayers Local Union No. 5 Pension Plan in OH ($2M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 The Perry Company Retirement Plan and Trust assets move in 2024? ▼
The Perry Company Retirement Plan and Trust edged down modestly - down 2.4% during 2024, from $2M to $2M. Reported net income was -$53K.
How have The Perry Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Perry Company's sponsor-wide assets declined 1.3%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to The Perry Company Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers Local Union No. 5 Pension Plan in OH ($2M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Perry Company Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A 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 741258198.

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.