401(k) · DOL Form 5500 · 2022

Percheron Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
590
Participants Below avg headcount
73rd
Percentile by assets National rank
$25,760
Avg per participant Low balance/head
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Official DOL plan name: Percheron, LLC 401(k) Profit Sharing Plan · Sponsored by Percheron Holdings, LLC · Texas · Real Estate

$15M in assets, 590 participants

Percheron Holdings, LLC's Percheron, LLC 401(k) Profit Sharing Plan reported $15M in total assets and 590 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,354 in Real Estate (5,057 peers)

Percheron Holdings, LLC multi-year trail

Percheron Holdings, LLC's plans moved +44.3% in assets from 2022 to 2024; this filing shows Percheron, LLC 401(k) Profit Sharing Plan at $15M / 590 participants.

#4,354
in Real Estate (5,057 peers)
-15.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Percheron, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Percheron, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,198,130 Top 27% higher than 73% 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

Percheron, LLC 401(k) Profit Sharing 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. Percheron, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (590 participants).

DOL schedule card

Filing strip 271955567 · Percheron Holdings, LLC PY 2022 · 401(k)

Percheron, LLC 401(k) Profit Sharing Plan · $15M · 590 · 73rd

  • ASSETS $15M
  • PCT 590
  • EIN 73rd
  • RANK 401(k)
  • PHOTO near Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust
  • IND ind #4354

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 Real Estate retirement plans → · Plans in Texas →

Percheron, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Percheron, LLC 401(k) Profit Sharing PlanPercheron, LLC 401(k) Profit…$15MSbera 401(k) Plan as Adopted by Rollstone Bank and TrustSbera 401(k) Plan as Adopted…$15MGreater Twin Cities United Way 401(k) PlanGreater Twin Cities United W…$15MMosaic Dental Collective 401(k) PlanMosaic Dental Collective 401…$15MClementina-Clemco Group 401(k) Profit Sharing Plan & TrustClementina-Clemco Group 401(…$15M
End-of-year total assets ($M) among Percheron, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Percheron Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Percheron Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 44.28400730879391% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $21.9M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 590 $15M
2023 1 984 $18M
2024 1 796 $22M

Percheron Holdings, LLC filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN271955567
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Percheron, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Percheron, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.01519813 · Participants: 590Percheron, LLC 401(k) Profit Sharing 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
Percheron, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Percheron, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Percheron, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust in MA ($15M); by covered participants it is 3md, Inc. 401(k) Plan in WA (590 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (590 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 Percheron, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Percheron, LLC 401(k) Profit Sharing Plan declined sharply - down 15.7% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Percheron Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Percheron Holdings, LLC's sponsor-wide assets grew 44.3%, from $15M to $22M.
Which 401(k) plans are similar in size to Percheron, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust in MA ($15M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Percheron, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 3md, Inc. 401(k) Plan in WA (590 participants, $15M 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 271955567.

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.