401(k) · DOL Form 5500 · 2022

Performance Bankers, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
703
Participants Below avg headcount
91st
Percentile by assets National rank
$109,323
Avg per participant Below avg balance/head
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Official DOL plan name: Performance Bankers, Inc. Retirement Savings Plan · Sponsored by Performance Bankers, Inc. · South Dakota · Management of Enterprises

$77M in assets, 703 participants

Performance Bankers, Inc.'s Performance Bankers, Inc. Retirement Savings Plan reported $77M in total assets and 703 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #912 in Management of Enterprises (1,193 peers)

Coverage in South Dakota

Performance Bankers, Inc. Retirement Savings Plan covers 703 participants in South Dakota, 2.1x the typical South Dakota plan (state average ~340 per filing). Assets: $77M.

#912
in Management of Enterprises (1,193 peers)
-12.0%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Performance Bankers, Inc. Retirement Savings Plan's outsized position by total assets

Performance Bankers, Inc. Retirement Savings Plan vs every filed plan by assets

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

$76,853,795 Top 9% higher than 91% 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 Bankers, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Performance Bankers, Inc. Retirement Savings Plan sits mid-pack in the medium band (703 participants).

EBSA filing schedule strip

Filing strip 460373528 · Performance Bankers, Inc. PY 2022 · 401(k)

Performance Bankers, Inc. Retirement Savings Plan · $77M · 703 · 91st

  • BOOK $77M
  • BOOK 703
  • BOOK 91st
  • BOOK 401(k)
  • BOOK near Kyowa Kirin 401(k) Retirement Plan
  • BOOK ind #912

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 Management of Enterprises retirement plans → · Plans in South Dakota →

Performance Bankers, Inc. Retirement Savings Plan in the asset neighbourhood

Flatiron Health, Inc. Retirement TrustFlatiron Health, Inc. Retire…$77MPerformance Bankers, Inc. Retirement Savings PlanPerformance Bankers, Inc. Re…$77MKyowa Kirin 401(k) Retirement PlanKyowa Kirin 401(k) Retiremen…$77MSpitzer Management Inc Profit Sharing and Savings PlanSpitzer Management Inc Profi…$77MSweet Rewards Retirement Plan$77M
End-of-year total assets ($M) among Performance Bankers, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Dakota filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$77M
Net Income-$10M
Employer EIN460373528
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Performance Bankers, Inc.)

Sponsor-wide plan assets over time

All Performance Bankers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 31.70338432864636% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $76.9M $101M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 703 $77M
2023 1 731 $89M
2024 1 752 $101M

Nearby 401(k) Plans in South Dakota

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

Performance Bankers, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants Performance Bankers, Inc. Retirement Savings Plan, Total assets ($M): 76.853795 · Participants: 703Performance Bankers, Inc. Retirement Savings PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 615.260397 · Participants: 2873Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 212.264423 · Participants: 13988Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 189.289255 · Participants: 2033Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 183.910332 · Participants: 1883Premier 401(k) PlanPoet Biorefining 401(k) Plan, Total assets ($M): 171.826935 · Participants: 2022Poet Biorefining 401(k) Plan
Performance Bankers, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants

Performance Bankers, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Kyowa Kirin 401(k) Retirement Plan in NJ ($77M); by covered participants it is Hansen & Adkins Auto Transport, Inc. 401(k) Profit Sharing Plan & Trust in CA (703 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (703 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 Bankers, Inc. Retirement Savings Plan assets move in 2022?
Performance Bankers, Inc. Retirement Savings Plan pulled back noticeably - down 12.0% during 2022, from $87M to $77M. Reported net income was -$10M.
How have Performance Bankers, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Performance Bankers, Inc.'s sponsor-wide assets grew 31.7%, from $77M to $101M.
Where does Performance Bankers, Inc. Retirement Savings Plan rank by assets among Form 5500 filers?
Performance Bankers, Inc. Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Performance Bankers, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Kyowa Kirin 401(k) Retirement Plan in NJ ($77M, 572 participants).
Which 401(k) plans cover a similar participant headcount to Performance Bankers, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Hansen & Adkins Auto Transport, Inc. 401(k) Profit Sharing Plan & Trust in CA (703 participants, $23M in assets).