401(k) · DOL Form 5500 · 2022

Perform Cb, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
116
Participants Small participant base
64th
Percentile by assets National rank
$83,767
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Perform Cb, LLC 401(k) · Sponsored by Perform Cb, LLC · Florida · Professional & Technical Services

$10M in assets, 116 participants

Perform Cb, LLC's Perform Cb, LLC 401(k) reported $10M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,602 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Perform Cb, LLC 401(k) covers 116 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#13,602
in Professional & Technical Services (21,562 peers)
-14.3%
assets change YoY

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.

Perform Cb, LLC 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers

Perform Cb, LLC 401(k) vs every filed plan by assets

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

$9,716,968 Top 36% higher than 64% 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

Perform Cb, LLC 401(k) 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. Perform Cb, LLC 401(k) sits mid-pack in the medium band (116 participants).

Form 5500 schedule snapshot

Filing strip 300585674 · Perform Cb, LLC PY 2022 · 401(k)

Perform Cb, LLC 401(k) · $10M · 116 · 64th

  • SCH $10M
  • EBSA 116
  • PART 64th
  • TYPE 401(k)
  • NET near Kinplex 401(k) Plan
  • BOOK ind #13602

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 Professional & Technical Services retirement plans → · Plans in Florida →

Perform Cb, LLC 401(k) in the asset neighbourhood

Perform Cb, LLC 401(k)$10MKinplex 401(k) Plan$10MRevenew International, LLC Profit Sharing and 401(k) PlanRevenew International, LLC P…$10MRocky Mountain Primary Care 401(k) PlanRocky Mountain Primary Care …$10MEmployees' Profit Sharing Trust of Frank Rewold & Son, Inc.Employees' Profit Sharing Tr…$10M
End-of-year total assets ($M) among Perform Cb, LLC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN300585674
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perform Cb, LLC)

Sponsor-wide plan assets over time

All Perform Cb, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 45.21539023283806% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.72M $14.1M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 116 $10M
2023 1 105 $12M
2024 1 84 $14M

Nearby 401(k) Plans in Florida

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

Perform Cb, LLC 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Perform Cb, LLC 401(k), Total assets ($B): 0.009716968 · Participants: 116Perform Cb, LLC 401(k)L3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Perform Cb, LLC 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Perform Cb, LLC 401(k) side-by-side with 3 peers →

Perform Cb, LLC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kinplex 401(k) Plan in NY ($10M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Perform Cb, LLC 401(k) assets move in 2022? ▼
Perform Cb, LLC 401(k) pulled back noticeably - down 14.3% during 2022, from $11M to $10M. Reported net income was -$2M.
How have Perform Cb, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perform Cb, LLC's sponsor-wide assets grew 45.2%, from $10M to $14M.
Which 401(k) plans are similar in size to Perform Cb, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Kinplex 401(k) Plan in NY ($10M, 379 participants).
Which 401(k) plans cover a similar participant headcount to Perform Cb, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 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 300585674.

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.