401(k) · DOL Form 5500 · 2022

Performance Equity Management, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
29
Participants Small participant base
72nd
Percentile by assets National rank
$508,413
Avg per participant High balance/head
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Official DOL plan name: Performance Equity Management, LLC 401(k) Plan · Sponsored by Performance Equity Management, LLC · Connecticut · Finance & Insurance

$15M in assets, 29 participants

Performance Equity Management, LLC's Performance Equity Management, LLC 401(k) Plan reported $15M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,284 in Finance & Insurance (9,261 peers)

Performance Equity Management, LLC multi-year trail

Performance Equity Management, LLC's plans moved +43.6% in assets from 2022 to 2024; this filing shows Performance Equity Management, LLC 401(k) Plan at $15M / 29 participants.

#5,284
in Finance & Insurance (9,261 peers)
-12.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Performance Equity Management, LLC 401(k) Plan's outsized position by total assets

Performance Equity Management, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,743,968 Top 28% higher than 72% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Performance Equity Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Performance Equity Management, LLC 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 134162590 · Performance Equity Management, LLC PY 2022 · 401(k)

Performance Equity Management, LLC 401(k) Plan · $15M · 29 · 72nd

  • PHOTO $15M
  • IND 29
  • EOY 72nd
  • 5500 401(k)
  • ASSETS near Chiampou Travis Besaw & Kershner LLP 401(k) Plan
  • PCT ind #5284

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Connecticut →

Performance Equity Management, LLC 401(k) Plan in the asset neighbourhood

Performance Equity Management, LLC 401(k) PlanPerformance Equity Managemen…$15MChiampou Travis Besaw & Kershner LLP 401(k) PlanChiampou Travis Besaw & Kers…$15MDoctors' Anatomic Pathology Services PA Profit ShaDoctors' Anatomic Pathology …$15MOregon Precision Industries, Inc 401(k) PlanOregon Precision Industries,…$15MViessman Group Employees 401(k) and Profit Sharing PlanViessman Group Employees 401…$15M
End-of-year total assets ($M) among Performance Equity Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Performance Equity Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Performance Equity Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.593481754708094% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $21.2M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 29 $15M
2023 1 34 $18M
2024 1 32 $21M

Performance Equity Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN134162590
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Performance Equity Management, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Performance Equity Management, LLC 401(k) Plan, Total assets ($B): 0.014743968 · Participants: 29Performance Equity Management, LLC 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Performance Equity Management, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Performance Equity Management, LLC 401(k) Plan side-by-side with 3 peers →

Performance Equity Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Chiampou Travis Besaw & Kershner LLP 401(k) Plan in NY ($15M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Performance Equity Management, LLC 401(k) Plan assets move in 2022? ▼
Performance Equity Management, LLC 401(k) Plan pulled back noticeably - down 12.4% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Performance Equity Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Equity Management, LLC's sponsor-wide assets grew 43.6%, from $15M to $21M.
Which 401(k) plans are similar in size to Performance Equity Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chiampou Travis Besaw & Kershner LLP 401(k) Plan in NY ($15M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Performance Equity Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134162590.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.