Stuart M. Perry, Inc.Profit-sharing plan
PROFIT SHARING RETIREMENT PLAN OF STUART M. PERRY, INC. · WINCHESTER, VA · plan year 2024
Stuart M. Perry, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $4,277,610 across 173 participant accounts, with employer contributions averaging $1,581 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Virginia (1,892nd of 2,266), and 520th of 612 in mining, oil & gas extraction.
Stuart M. Perry, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 540541865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.