401(k) · DOL Form 5500 · 2023

Performance Equity Management, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
34
Participants Small participant base
71st
Percentile by assets National rank
$525,670
Avg per participant High balance/head
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Official DOL plan name: Performance Equity Management, LLC 401(k) Plan · Sponsored by Performance Equity Management, LLC · Connecticut · Finance & Insurance

$18M in assets, 34 participants

Performance Equity Management, LLC's Performance Equity Management, LLC 401(k) Plan reported $18M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,016 in Finance & Insurance (8,869 peers)

Performance Equity Management, LLC multi-year trail

Performance Equity Management, LLC's plans moved +43.6% in assets from 2022 to 2024; this filing shows Performance Equity Management, LLC 401(k) Plan at $18M / 34 participants.

#5,016
in Finance & Insurance (8,869 peers)
+21.2%
assets growth YoY

Performance Equity Management, LLC 401(k) Plan's outsized position by total assets

Performance Equity Management, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,872,791 Top 29% higher than 71% of 127,068 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 2023

Performance Equity Management, LLC 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. Performance Equity Management, LLC 401(k) Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Performance Equity Management, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Performance Equity Management, LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Performance Equity Management, LLC 401(k) Plan reported participants rose from 29 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134162590 · Performance Equity Management, LLC PY 2023 · 401(k)

Performance Equity Management, LLC 401(k) Plan · $18M · 34 · 71st

  • NET $18M
  • BOOK 34
  • VS-ST 71st
  • BOY 401(k)
  • SCH near Federated Funeral Directors of America, Inc., a Fiducial Company, 401(k) Savings Plan
  • EBSA ind #5016

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 Connecticut →

Performance Equity Management, LLC 401(k) Plan in the asset neighbourhood

Performance Equity Management, LLC 401(k) PlanPerformance Equity Managemen…$18MFederated Funeral Directors of America, Inc., a Fiducial Company, 401(k) Savings PlanFederated Funeral Directors …$18MGaming Capital Group LLC 401(k) Profit Sharing Plan and TrustGaming Capital Group LLC 401…$18MHouston Orthopaedic Surgery & Sports Medicine, P.C. 401(k) Profit Sharing PlanHouston Orthopaedic Surgery …$18MExcelerate Energy Retirement Income PlanExcelerate Energy Retirement…$18M
End-of-year total assets ($M) among Performance Equity Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Performance Equity Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Performance Equity Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.593481754708094% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $21.2M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 29 $15M
2023 1 34 $18M
2024 1 32 $21M

Performance Equity Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN134162590
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Performance Equity Management, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Performance Equity Management, LLC 401(k) Plan, Total assets ($B): 0.017872791 · Participants: 34Performance Equity Management, LLC 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Performance Equity Management, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Performance Equity Management, LLC 401(k) Plan side-by-side with 3 peers →

Performance Equity Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Federated Funeral Directors of America, Inc., a Fiducial Company, 401(k) Savings Plan in MD ($18M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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.

Frequently Asked Questions

How did Performance Equity Management, LLC 401(k) Plan assets move in 2023? ▼
Performance Equity Management, LLC 401(k) Plan grew sharply - up 21.2% during 2023, from $15M to $18M. Reported net income was $3M.
How have Performance Equity Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Equity Management, LLC's sponsor-wide assets grew 43.6%, from $15M to $21M.
Which 401(k) plans are similar in size to Performance Equity Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Federated Funeral Directors of America, Inc., a Fiducial Company, 401(k) Savings Plan in MD ($18M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Performance Equity Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134162590.

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.