Defined Benefit (Pension) · DOL Form 5500 · 2023
Performance Capital, LLC Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 6
- Participants Small participant base
Official DOL plan name: Performance Capital, LLC Cash Balance Plan · Sponsored by Performance Capital, LLC · Arizona · Finance & Insurance
N/A in assets, 6 participants
Performance Capital, LLC's Performance Capital, LLC Cash Balance Plan reported N/A in total assets and 6 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Performance Capital, LLC multi-year trail
Performance Capital, LLC's plans moved +15.7% in assets from 2022 to 2024; this filing shows Performance Capital, LLC Cash Balance Plan at N/A / 6 participants.
- -$2M
- reported net income
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.
Performance Capital, LLC Cash Balance Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Performance Capital, LLC Cash Balance Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Performance Capital, LLC Cash Balance Plan reported net income fell from $331K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 320071338 · Performance Capital, LLC PY 2023 · Defined Benefit (Pension)
Performance Capital, LLC Cash Balance Plan · N/A · 6
- BOOK N/A
- BOOK 6
- BOOK PY 2023
- BOOK Defined Benefit (Pension)
- BOOK near Reprop Investments Inc Cash Balance Pension Plan
- BOOK -$2M
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 Finance & Insurance retirement plans → · Plans in Arizona →
Performance Capital, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Performance Capital, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 15.723856147552123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13 | $5M |
| 2023 | 2 | 12 | $5M |
| 2024 | 1 | 7 | $5M |
Performance Capital, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$2M |
| Employer EIN | 320071338 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
- Salt River Project Employees' Retirement Plan $2.8B · 4,790
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
- Avnet Pension Plan $501M · 2,483
Performance Capital, LLC Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Arizona, the nearest Defined Benefit (Pension) by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants; this filing: 6 participants).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.