Defined Benefit (Pension) · DOL Form 5500 · 2022

Performance Capital, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
37th
Percentile by assets National rank
$415,994
Avg per participant High balance/head
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Official DOL plan name: Performance Capital, LLC Cash Balance Plan · Sponsored by Performance Capital, LLC · Arizona · Finance & Insurance

$2M in assets, 6 participants

Performance Capital, LLC's Performance Capital, LLC Cash Balance Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,332 in Finance & Insurance (9,261 peers)

Performance Capital, LLC multi-year trail

Performance Capital, LLC's plans moved +15.7% in assets from 2022 to 2024; this filing shows Performance Capital, LLC Cash Balance Plan at $2M / 6 participants.

#2,332
in Finance & Insurance (9,261 peers)
+15.3%
assets growth YoY

Performance Capital, LLC Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

Performance Capital, LLC Cash Balance Plan vs every filed plan by assets

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

$2,495,965 37th percentile higher than 37% 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 Capital, LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Performance Capital, LLC Cash Balance Plan is a micro filing (6 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 320071338 · Performance Capital, LLC PY 2022 · Defined Benefit (Pension)

Performance Capital, LLC Cash Balance Plan · $2M · 6 · 37th

  • PART $2M
  • TYPE 6
  • NET 37th
  • BOOK Defined Benefit (Pension)
  • VS-ST near St. Louis Graphic Arts Pension Fund
  • BOY ind #2332

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 Arizona →

Performance Capital, LLC Cash Balance Plan in the asset neighbourhood

Performance Capital, LLC Cash Balance PlanPerformance Capital, LLC Cas…$2MSt. Louis Graphic Arts Pension FundSt. Louis Graphic Arts Pensi…$2MSpecification Rubber Products Inc. Salaried Integrated Defined Benefit PlanSpecification Rubber Product…$2MCounty Concrete Corporation Union Pension Plan for Hourly EmployeesCounty Concrete Corporation …$2MJalpan Shah Dds Mds, Inc. Defined Benefit Pension PlanJalpan Shah Dds Mds, Inc. De…$2M
End-of-year total assets ($M) among Performance Capital, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Performance Capital, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Performance Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.723856147552123% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.56M $5.28M ▲ +15.8%
Year Plans Participants Total Assets
2022 2 13 $5M
2023 2 12 $5M
2024 1 7 $5M

Performance Capital, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$331K
Employer EIN320071338
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Performance Capital, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Performance Capital, LLC Cash Balance Plan, Total assets ($B): 0.002495965 · Participants: 6Performance Capital, LLC Cash Balance PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Performance Capital, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Performance Capital, LLC Cash Balance Plan side-by-side with 3 peers →

Performance Capital, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is St. Louis Graphic Arts Pension Fund in MO ($2M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Capital, LLC Cash Balance Plan assets move in 2022? ▼
Performance Capital, LLC Cash Balance Plan grew sharply - up 15.3% during 2022, from $2M to $2M. Reported net income was $331K.
How have Performance Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Capital, LLC's sponsor-wide assets grew 15.7%, from $5M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Performance Capital, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is St. Louis Graphic Arts Pension Fund in MO ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Performance Capital, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants, N/A 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 320071338.

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.