401(k) · DOL Form 5500 · 2023
Aarthun Performance Group, Ltd. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $146,466
- Avg per participant Above avg balance/head
Official DOL plan name: Aarthun Performance Group, Ltd. 401(k) Plan · Sponsored by Aarthun Performance Group, Ltd. · Texas · Professional & Technical Services
$2M in assets, 13 participants
Aarthun Performance Group, Ltd.'s Aarthun Performance Group, Ltd. 401(k) Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #5,211 in Professional & Technical Services (20,321 peers)
Aarthun Performance Group, Ltd. multi-year trail
Aarthun Performance Group, Ltd.'s plans moved -53.2% in assets from 2022 to 2024; this filing shows Aarthun Performance Group, Ltd. 401(k) Plan at $2M / 13 participants.
- #5,211
- in Professional & Technical Services (20,321 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aarthun Performance Group, Ltd. 401(k) Plan among the smaller filed plans by assets
Aarthun Performance Group, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,904,054 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Aarthun Performance Group, Ltd. 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aarthun Performance Group, Ltd. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aarthun Performance Group, Ltd. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$157K in the plan year 2023 filing.
- Aarthun Performance Group, Ltd. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 760524656 · Aarthun Performance Group, Ltd. PY 2023 · 401(k)
Aarthun Performance Group, Ltd. 401(k) Plan · $2M · 13 · 30th
- VS-ST $2M
- VS-ST 13
- VS-ST 30th
- VS-ST 401(k)
- VS-ST near Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan
- VS-ST ind #5211
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 Texas →
Aarthun Performance Group, Ltd. 401(k) Plan in the asset neighbourhood
Aarthun Performance Group, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Aarthun Performance Group, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $964K 53.21256999776784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $2M |
| 2023 | 1 | 13 | $2M |
| 2024 | 1 | 12 | $964K |
Aarthun Performance Group, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$157K |
| Employer EIN | 760524656 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Aarthun Performance Group, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan in AZ ($2M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 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 (13 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.