401(k) · DOL Form 5500 · 2022

Perigee Capital Partners LLC. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
21
Participants Small participant base
33rd
Percentile by assets National rank
$92,345
Avg per participant Below avg balance/head
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Official DOL plan name: Perigee Capital Partners LLC Retirement Plan · Sponsored by Perigee Capital Partners LLC. · Texas · Professional & Technical Services

$2M in assets, 21 participants

Perigee Capital Partners LLC.'s Perigee Capital Partners LLC Retirement Plan reported $2M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,439 in Professional & Technical Services (21,562 peers)

Perigee Capital Partners LLC. multi-year trail

Perigee Capital Partners LLC.'s plans moved +20.6% in assets from 2022 to 2023; this filing shows Perigee Capital Partners LLC Retirement Plan at $2M / 21 participants.

#6,439
in Professional & Technical Services (21,562 peers)
-38.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Perigee Capital Partners LLC Retirement Plan among the smaller filed plans by assets

Perigee Capital Partners LLC Retirement Plan vs every filed plan by assets

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

$1,939,255 33rd percentile higher than 33% 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

Perigee Capital Partners LLC Retirement 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. Perigee Capital Partners LLC Retirement Plan is a small filing (21 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 454820253 · Perigee Capital Partners LLC. PY 2022 · 401(k)

Perigee Capital Partners LLC Retirement Plan · $2M · 21 · 33rd

  • RANK $2M
  • RANK 21
  • RANK 33rd
  • RANK 401(k)
  • RANK near The Most Worshipful Grand Lodge F & Am of Florida Employee Plan and Trust
  • RANK ind #6439

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 Professional & Technical Services retirement plans → · Plans in Texas →

Perigee Capital Partners LLC Retirement Plan in the asset neighbourhood

Perigee Capital Partners LLC Retirement PlanPerigee Capital Partners LLC…$2MThe Most Worshipful Grand Lodge F & Am of Florida Employee Plan and TrustThe Most Worshipful Grand Lo…$2MWb Waste Solutions 401(k) Profit Sharing Plan & TrustWb Waste Solutions 401(k) Pr…$2MKnoell Family Denistry 401(k) Retirement PlanKnoell Family Denistry 401(k…$2MSenior Health Solutions, LLC 401(k) PlanSenior Health Solutions, LLC…$2M
End-of-year total assets ($M) among Perigee Capital Partners LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Perigee Capital Partners LLC. multi-year asset trail

Sponsor-wide plan assets over time

All Perigee Capital Partners LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.558771280723782% vs 2022
2023 filing year
$1.8M$2M$2.2M$2.4M 20222023 $1.94M $2.34M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 14 $2M

Perigee Capital Partners LLC. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN454820253
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Perigee Capital Partners LLC Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Perigee Capital Partners LLC Retirement Plan, Total assets ($B): 0.001939255 · Participants: 21Perigee Capital Partners LLC Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Perigee Capital Partners LLC Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Perigee Capital Partners LLC Retirement Plan side-by-side with 3 peers →

Perigee Capital Partners LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Most Worshipful Grand Lodge F & Am of Florida Employee Plan and Trust in FL ($2M); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Perigee Capital Partners LLC Retirement Plan assets move in 2022? ▼
Perigee Capital Partners LLC Retirement Plan contracted severely - down 38.5% during 2022, from $3M to $2M. Reported net income was -$1M.
How have Perigee Capital Partners LLC. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Perigee Capital Partners LLC.'s sponsor-wide assets grew 20.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Perigee Capital Partners LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Most Worshipful Grand Lodge F & Am of Florida Employee Plan and Trust in FL ($2M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Perigee Capital Partners LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 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 454820253.

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.