How big is Perry Protech's plan?

Perry Protech's plan reported $121.9M in assets and 224 participants for 2023.

Original filing (PDF)20250904101348NAL0009968291001

Perry Protech

Name: Perry Protech — Perry Protech Employee Stock, Form 5500 (2023)
Creator: Perry Protech
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Perry Protech Employee Stock Ownership and Profit Sharing Plan

Defined-contribution retirement plan · Perry Protech's Perry Protech Employee Stock Ownership and Profit Sharing Plan held $121.9M in plan assets for 224 participants in 2023, with T. Rowe Price as recordkeeper.

Signals · 3

85% in single holding85% employer stockHigh average account balance

Active participants

224

Accounts w/ balance

256

Plan assets (EOY)

$121.9M

Net assets (EOY)

$95.7M

People on this filing

Rebecca Taylor signed Perry Protech's 2023 Form 5500 as plan administrator.

Rebecca Taylor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Perry Protech's EIN is 34-4473514.

EIN 34-4473514

Plan number 003

Plan year 2023

ACK ID 20250904101348NAL0009968291001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Perry Protech from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Perry Protech's plan includes a leveraged ESOP, an S-corporation ESOP, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERRY PROTECH.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

82% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (96th percentile).

Plan sponsor

Name

PERRY PROTECH

EIN

all filings

Address

265 COMMERCE PARKWAY · LIMA, OH · 45804

Phone

(419) 228-1360

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-04

Pension benefit codes

2P · Leveraged ESOP

2I · Stock bonus

2Q · S-corporation ESOP

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

REA & ASSOCIATES

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T.ROWE PRICE	52-1714114	BALTIMORE, MD	PLAN RECORDKEEPER	$8K	—

Investments

35 direct securities· $118.0M(97% of reported assets)

Common Stocks

$100.5M

2 holdings

Other securities

$12.6M

21 holdings

Mutual Funds

$3.5M

10 holdings

Common Collective Trusts

$1.1M

1 holding

U.S. Treasuries

$263K

1 holding

					% of plan
PERRY proTECH 36,495.3957 shares Common Stock	Common Stocks	—	$88.3M	$100.4M	82.3%
Jpmorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$1.8M	1.5%
T. Rowe Price New Horizons I Mutual Fund	Other securities	—	—	$1.5M	1.2%
Hartford Dividend And Growth R6 Mutual Fund	Other securities	—	—	$1.3M	1.0%
T. Rowe Price Retirement 2045 I Class Mutual Fund	Other securities	—	—	$1.2M	1.0%
T. Rowe Price Retirement 2035 I Class Mutual Fund	Other securities	—	—	$1.1M	0.9%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$1.1M	0.9%
T. Rowe Price Retirement 2040 I Class Mutual Fund	Other securities	—	—	$1.1M	0.9%
T. Rowe Price Retirement 2020 I Class Mutual Fund	Other securities	—	—	$1.0M	0.8%
Mfs Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$779K	0.6%
T. Rowe Price Retirement 2025 I Class Mutual Fund	Other securities	—	—	$776K	0.6%
Jpmorgan Small Cap Value Fund R6 Mutual Fund	Other securities	—	—	$693K	0.6%
Dodge & Cox International Stock X Mutual Fund	Mutual Funds	—	—	$644K	0.5%
Vanguard Total Bond Mkt Index Mutual Fund	Mutual Funds	—	—	$599K	0.5%
Tcw Metwest Total Return Bond Fund - Class P Shares Mutual Fund	Other securities	—	—	$467K	0.4%
Fidelity Emerging Markets K Mutual Fund	Mutual Funds	—	—	$424K	0.3%
Global Technology - I Cl Mutual Fund	Other securities	—	—	$407K	0.3%
T. Rowe Price Retirement 2050 I Class Mutual Fund	Other securities	—	—	$398K	0.3%
Fidelity Shrt-term Trs Bd Index Mutual Fund	Mutual Funds	—	—	$282K	0.2%
Fidelity Inflation-prot Bond Index Mutual Fund	U.S. Treasuries	—	—	$263K	0.2%
Vanguard Mid Cap Index Mutual Fund	Mutual Funds	—	—	$241K	0.2%
Fidelity Total Intl Index Mutual Fund	Mutual Funds	—	—	$225K	0.2%
Principal Smallcap Growth I R6 Mutual Fund	Other securities	—	—	$203K	0.2%
T. Rowe Price Government Money Inv Mutual Fund	Other securities	—	—	$192K	0.2%
T. Rowe Price Health Sciences I Mutual Fund	Other securities	—	—	$167K	0.1%
Mfs Utilities R6 Mutual Fund	Mutual Funds	—	—	$164K	0.1%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund	Common Stocks	—	—	$147K	0.1%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$144K	0.1%
Hartford Schroders Intl Multi-cp Val Sdr Mutual Fund	Other securities	—	—	$130K	0.1%
T. Rowe Price Retirement 2060 I Class Mutual Fund	Other securities	—	—	$91K	<0.1%
T. Rowe Price Retirement 2055 I Class Mutual Fund	Other securities	—	—	$62K	<0.1%
T. Rowe Price Retirement 2005 I Class Mutual Fund	Other securities	—	—	$51K	<0.1%
T. Rowe Price Retirement 2065 I Class Mutual Fund	Other securities	—	—	$10K	<0.1%
T. Rowe Price Government Money I Mutual Fund	Other securities	—	—	$5K	<0.1%
Pimco Commodity Real Return Strategy Fund Mutual Fund	Mutual Funds	—	—	$1K	<0.1%