401(k) · DOL Form 5500 · 2022

Performance Loyalty Group Inc 401(k) Plan

Data updated 2026-08-25

$288K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$96,147
Avg per participant Below avg balance/head
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Official DOL plan name: Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Performance Loyalty Group Inc · California · Information & Media

$288K in assets, 3 participants

Performance Loyalty Group Inc's Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust reported $288K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #207 in Information & Media (2,911 peers)

Performance Loyalty Group Inc multi-year trail

Performance Loyalty Group Inc's plans moved +60.9% in assets from 2022 to 2024; this filing shows Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust at $288K / 3 participants.

#207
in Information & Media (2,911 peers)
-26.0%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$288,441 13th percentile higher than 13% 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 Loyalty Group Inc 401(k) Profit Sharing Plan & Trust 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 Loyalty Group Inc 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 271828342 · Performance Loyalty Group Inc PY 2022 · 401(k)

Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust · $288K · 3 · 13th

  • BOY $288K
  • SCH 3
  • EBSA 13th
  • PART 401(k)
  • TYPE near 3 Blessings Incorporated 401(k) Profit Sharing Plan
  • NET ind #207

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 Information & Media retirement plans → · Plans in California →

Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Performance Loyalty Group Inc 401(k) Profit Sharing Plan & TrustPerformance Loyalty Group In…$288K3 Blessings Incorporated 401(k) Profit Sharing Plan3 Blessings Incorporated 401…$288KGurn Corp 401(k) Plan$288KMobility City of Greater Denver Inc. 401(k) PlanMobility City of Greater Den…$288KOrion Midwest Ventures, Inc 401(k) PlanOrion Midwest Ventures, Inc …$288K
End-of-year total assets ($M) among Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Performance Loyalty Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All Performance Loyalty Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$464K 60.85577293103269% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 20222024 $0.29M $0.46M ▲ +58.6%
Year Plans Participants Total Assets
2022 1 3 $288K
2024 1 3 $464K

Performance Loyalty Group Inc filing trail (2022)

Total Assets (Beginning of Year)$390K
Net Assets (End of Year)$288K
Net Income-$101K
Employer EIN271828342
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000288441 · Participants: 3Performance Loyalty Group Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 3 Blessings Incorporated 401(k) Profit Sharing Plan in IA ($288K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($288K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Loyalty Group Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust declined sharply - down 26.0% during 2022, from $390K to $288K. Reported net income was -$101K.
How have Performance Loyalty Group Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Performance Loyalty Group Inc's sponsor-wide assets grew 60.9%, from $288K to $464K.
Where does Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is 3 Blessings Incorporated 401(k) Profit Sharing Plan in IA ($288K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Performance Loyalty Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 271828342.

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.