How big is Perry & Associates' plan?

Perry & Associates' plan reported $3.9M in assets and 4 participants for 2025.

Original filing (PDF)20260429121954NAL0017467104001

Perry & Associates

Name: Perry & Associates — Perry & Associates 401(k), Form 5500 (2025)
Creator: Perry & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perry & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Perry & Associates' Perry & Associates 401(k) Profit Sharing Plan held $3.9M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Perry & Associates' EIN is 86-2423140.

EIN 86-2423140

Plan number 001

Plan year 2025

ACK ID 20260429121954NAL0017467104001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Perry & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Perry & Associates' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

PERRY & ASSOCIATES

EIN

all filings

Address

948 11TH STREET, SUITE 16 · MODESTO, CA · 953540000

Phone

(209) 544-5727

Industry

Law Offices· Professional & Technical Services

Plan administrator