401(k) · DOL Form 5500 · 2022
Performa Limited (US), LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $196,991
- Avg per participant Above avg balance/head
Official DOL plan name: Performa Limited (US), LLC 401(k) P/S Plan · Sponsored by Performa Limited (US), LLC · South Carolina · Finance & Insurance
$3M in assets, 15 participants
Performa Limited (US), LLC's Performa Limited (US), LLC 401(k) P/S Plan reported $3M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #2,522 in Finance & Insurance (9,261 peers)
Performa Limited (US), LLC multi-year trail
Performa Limited (US), LLC's plans moved +61.5% in assets from 2022 to 2024; this filing shows Performa Limited (US), LLC 401(k) P/S Plan at $3M / 15 participants.
- #2,522
- in Finance & Insurance (9,261 peers)
- -4.7%
- assets change YoY
The plan reported a net loss of $146K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Performa Limited (US), LLC 401(k) P/S Plan's mid-pack asset rank among Finance & Insurance and all filers
Performa Limited (US), LLC 401(k) P/S Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,954,865 40th percentile higher than 40% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Performa Limited (US), LLC 401(k) P/S 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. Performa Limited (US), LLC 401(k) P/S Plan is a small filing (15 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 300619882 · Performa Limited (US), LLC PY 2022 · 401(k)
Performa Limited (US), LLC 401(k) P/S Plan · $3M · 15 · 40th
- BOOK $3M
- VS-ST 15
- BOY 40th
- SCH 401(k)
- EBSA near Mcleod Addictive Disease Center, Inc. 401(k) Plan
- PART ind #2522
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 South Carolina →
Performa Limited (US), LLC 401(k) P/S Plan in the asset neighbourhood
Performa Limited (US), LLC multi-year asset trail
Sponsor-wide plan assets over time
All Performa Limited (US), LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 61.5412210033284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $3M |
| 2023 | 1 | 15 | $4M |
| 2024 | 1 | 16 | $5M |
Performa Limited (US), LLC filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$146K |
| Employer EIN | 300619882 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $3.6B · 13,708
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
- Sonoco Retirement & Savings Plan $1.2B · 9,714
- The Milliken Retirement Plan $1.2B · 6,185
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881
Performa Limited (US), LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Mcleod Addictive Disease Center, Inc. 401(k) Plan in NC ($3M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.