401(k) · DOL Form 5500 · 2022
Peregrine Group, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $218,712
- Avg per participant Above avg balance/head
Official DOL plan name: Peregrine Group, LLC Retirement Plan · Sponsored by Peregrine Group, LLC · Texas · Finance & Insurance
$19M in assets, 89 participants
Peregrine Group, LLC's Peregrine Group, LLC Retirement Plan reported $19M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #5,866 in Finance & Insurance (9,261 peers)
Where Peregrine Group, LLC Retirement Plan sits by assets
Peregrine Group, LLC Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 89 participants (~$218,712/participant), down 11.1% in 2022.
- #5,866
- in Finance & Insurance (9,261 peers)
- -11.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Peregrine Group, LLC Retirement Plan's outsized position by total assets
Peregrine Group, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,465,371 Top 23% higher than 77% 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
Peregrine Group, 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. Peregrine Group, LLC Retirement Plan is a small filing (89 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 262060561 · Peregrine Group, LLC PY 2022 · 401(k)
Peregrine Group, LLC Retirement Plan · $19M · 89 · 77th
- TYPE $19M
- NET 89
- BOOK 77th
- VS-ST 401(k)
- BOY near Ballentine Partners, LLC 401(k) Profit Sharing Plan
- SCH ind #5866
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 Texas →
Peregrine Group, LLC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$2M |
| Employer EIN | 262060561 |
| Plan Effective Date | 2008-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peregrine Group, LLC)
Sponsor-wide plan assets over time
All Peregrine Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 2.0668242079742534% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $19M |
| 2023 | 1 | 72 | $21M |
| 2024 | 1 | 63 | $19M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Peregrine Group, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ballentine Partners, LLC 401(k) Profit Sharing Plan in NH ($19M); by covered participants it is Timberline Hospitalities, LLC Pension Plan in WY (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Ballentine Partners, LLC 401(k) Profit Sharing Plan (NH) $19M · 104
- Elringklinger Retirement Savings Plan (MI) $19M · 727
- Vae, Inc. 401(k) Plan (VA) $19M · 205
- Hunt Real Estate Corporation 401(k) Plan (NY) $19M · 309
Similar participant headcount
Nearest other-state filings by covered participants (89 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.