401(k) · DOL Form 5500 · 2022
Perio PLLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $264,490
- Avg per participant High balance/head
Official DOL plan name: Perio, PLLC 401(k) Plan · Sponsored by Perio PLLC · Montana · Healthcare & Social Assistance
$2M in assets, 7 participants
Perio PLLC's Perio, PLLC 401(k) Plan reported $2M in total assets and 7 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.
- #6,630 in Healthcare & Social Assistance (20,060 peers)
Perio PLLC multi-year trail
Perio PLLC's plans moved +55.6% in assets from 2022 to 2024; this filing shows Perio, PLLC 401(k) Plan at $2M / 7 participants.
- #6,630
- in Healthcare & Social Assistance (20,060 peers)
- -17.4%
- assets change YoY
The plan reported a net loss of $391K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Perio, PLLC 401(k) Plan among the smaller filed plans by assets
Perio, PLLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,851,433 33rd percentile higher than 33% 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
Perio, PLLC 401(k) 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. Perio, PLLC 401(k) Plan is a micro filing (7 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 455609606 · Perio PLLC PY 2022 · 401(k)
Perio, PLLC 401(k) Plan · $2M · 7 · 33rd
- TYPE $2M
- TYPE 7
- TYPE 33rd
- TYPE 401(k)
- TYPE near Jasper Pediatric Dentistry, LLC 401(k) Ps Plan
- TYPE ind #6630
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 Healthcare & Social Assistance retirement plans → · Plans in Montana →
Perio, PLLC 401(k) Plan in the asset neighbourhood
Perio PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Perio PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 55.5700908431469% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 7 | $3M |
Perio PLLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$391K |
| Employer EIN | 455609606 |
| Plan Effective Date | 2008-05-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- First Interstate Bancsystem, Inc. 401(k) Plan $426M · 2,313
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $422M · 1,507
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $412M · 3,272
- Northwestern Energy 401(k) Retirement Savings Plan $406M · 1,494
- Logan Health Retirement Savings Plan $359M · 4,055
Perio, PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Jasper Pediatric Dentistry, LLC 401(k) Ps Plan in AL ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.