Filings through .
Peery & Associates, Inc.
Matched across 10 name variants in the filings
Peery & Associates, Inc. summary
Peery & Associates, Inc. appears on 19 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $357M in assets for 9,147 participants. The median client plan holds $10.7M. Most client plans are sponsored in CA, NV and WV. The largest clients by plan assets are Donor Network West, The Exploratorium and Eah Inc.. Plans reported $155K in direct and indirect compensation paid to Peery & Associates, Inc.. The median is $6K per plan.
- Participants
- 9,147
- Median plan assets
- $10.7M
- Median plan participants
- 365
- Median fees per plan
- $6K
- Schedule C direct + indirect
Top 19 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Donor Network West | CA | $64.4M | 685 |
| The Exploratorium | CA | $59.1M | 688 |
| Eah Inc. | CA | $49.6M | 893 |
| Community Medical Centers, Inc. | CA | $46.0M | 1,907 |
| Sebastian Enterprises, Inc., plan 002 | CA | $19.2M | 246 |
| East Bay Integrated Care | CA | $13.8M | 454 |
| Brethren Hillcrest Homes | CA | $12.3M | 323 |
| Bigelow Management, Inc. | NV | $12.3M | 459 |
| Progress Foundation | CA | $11.9M | 647 |
| Swords to Plowshares | CA | $10.7M | 271 |
| Sebastian Enterprises, Inc., plan 003 | CA | $9.2M | 151 |
| United Cerebral Palsy of the North Bay, Inc. | CA | $8.5M | 365 |
| East Bay Asian Local Development Corporation | CA | $7.3M | 197 |
| Highlands Automotive Holdings, Inc. | WV | $6.4M | 198 |
| Tenderloin Housing Clinic, Inc. | CA | $5.9M | 449 |
| Legal Services of Northern California | CA | $5.9M | 132 |
| Larkin Street Youth Services | CA | $5.2M | 526 |
| Baker Places, Inc. | CA | $5.2M | 219 |
| Humboldt Senior Resource Center Incorporated | CA | $3.6M | 337 |
- Donor Network West$64.4MCAParticipants 685
- The Exploratorium$59.1MCAParticipants 688
- Eah Inc.$49.6MCAParticipants 893
- CAParticipants 1,907
- CAParticipants 246
- East Bay Integrated Care$13.8MCAParticipants 454
- Brethren Hillcrest Homes$12.3MCAParticipants 323
- Bigelow Management, Inc.$12.3MNVParticipants 459
- Progress Foundation$11.9MCAParticipants 647
- Swords to Plowshares$10.7MCAParticipants 271
- CAParticipants 151
- CAParticipants 365
- CAParticipants 197
- WVParticipants 198
- CAParticipants 449
- CAParticipants 132
- CAParticipants 526
- Baker Places, Inc.$5.2MCAParticipants 219
- CAParticipants 337
Top client states
- CA17 plans
- NV1 plan
- WV1 plan
Frequently asked questions
- Who uses Peery & Associates, Inc.?
- 19 retirement plans list Peery & Associates, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Donor Network West, The Exploratorium, Eah Inc., Community Medical Centers, Inc. and Sebastian Enterprises, Inc.. Most client plans are sponsored in CA, NV and WV.
- How many plans does Peery & Associates, Inc. serve?
- Peery & Associates, Inc. serves 19 retirement plans with $357M in plan assets and 9,147 participants, based on the latest Form 5500 filings through 2024.
- What does Peery & Associates, Inc. charge?
- Plans reported $155K in total Schedule C compensation paid to Peery & Associates, Inc.. The median plan paid $6K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Peery & Associates as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 2 |
| Fidelity (FMR) | 2 |
| BlackRock | 1 |
| Baird | 1 |
| Lincoln Financial | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.