Filings through .
Dgperry, PLLC
Matched across 7 name variants in the filings
Dgperry, PLLC summary
Dgperry, PLLC appears on 22 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.9B in assets for 31,719 participants. The median client plan holds $37.9M. Most client plans are sponsored in OH, MI and IN. The largest clients by plan assets are IBEW Local 683 Board of Trustees and Alphastaff Group, Inc.. Plans reported $480K in direct and indirect compensation paid to Dgperry, PLLC. The median is $18K per plan.
- Participants
- 31,719
- Median plan assets
- $37.9M
- Median plan participants
- 486
- Median fees per plan
- $18K
- Schedule C direct + indirect
Top 22 client plans by assets
Latest Form 5500 filing per plan through 2024
- MOParticipants 5,507
- MOParticipants 5,876
- FLParticipants 7,912
- MIParticipants 3,268
- IBEW Union Local 129$123MMIParticipants 742
- OHParticipants 1,495
- OHParticipants 488
- PAParticipants 412
- MIParticipants 499
- OHParticipants 352
- MIParticipants 402
- OHParticipants 571
- PAParticipants 792
- MIParticipants 415
- INParticipants 189
- OHParticipants 372
- OHParticipants 199
- MIParticipants 247
- INParticipants 270
- INParticipants 484
- OHParticipants 1,021
- INParticipants 206
Top client states
- OH7 plans
- MI6 plans
- IN4 plans
- MO2 plans
- PA2 plans
Frequently asked questions
- Who uses Dgperry, PLLC?
- 22 retirement plans list Dgperry, PLLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include IBEW Local 683 Board of Trustees, Alphastaff Group, Inc., Board of Trustees of Neca-IBEW Memphis Retirement Plan and IBEW Union Local 129. Most client plans are sponsored in OH, MI and IN.
- How many plans does Dgperry, PLLC serve?
- Dgperry, PLLC serves 22 retirement plans with $1.9B in plan assets and 31,719 participants, based on the latest Form 5500 filings through 2024.
- What does Dgperry, PLLC charge?
- Plans reported $480K in total Schedule C compensation paid to Dgperry, PLLC. The median plan paid $18K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served22+6 YoYRank #779 of mapped providers
Assets under administration$1.9B0.0%Rank #4250 by share of filed assets
Fees received$479,790Median $17,739/planSum across Schedule C direct + indirect
Net wins YoY+46 won - 2 lostPlan-level switch detection
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