401(k) · DOL Form 5500 · 2023
The Perspective Group, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $417,839
- Avg per participant High balance/head
Official DOL plan name: The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan · Sponsored by The Perspective Group, LLC · Kansas · Finance & Insurance
$2M in assets, 5 participants
The Perspective Group, LLC's The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #1,875 in Finance & Insurance (8,869 peers)
The Perspective Group, LLC multi-year trail
The Perspective Group, LLC's plans moved +90.3% in assets from 2022 to 2024; this filing shows The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan at $2M / 5 participants.
- #1,875
- in Finance & Insurance (8,869 peers)
- +47.0%
- assets growth YoY
The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan among the smaller filed plans by assets
The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,089,194 31st percentile higher than 31% 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
The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing 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. The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan reported net income rose from -$882K in the plan year 2022 filing to $668K in the plan year 2023 filing.
- The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 455254009 · The Perspective Group, LLC PY 2023 · 401(k)
The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan · $2M · 5 · 31st
- SCH $2M
- EBSA 5
- PART 31st
- TYPE 401(k)
- NET near Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan
- BOOK ind #1875
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 Kansas →
The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan in the asset neighbourhood
The Perspective Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All The Perspective Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 90.28095035023792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $3M |
The Perspective Group, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $668K |
| Employer EIN | 455254009 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $3.9B · 11,911
- Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
- Black & Veatch Retirement Program $2.7B · 6,890
- Garmin International, Inc. Retirement Plan $1.8B · 6,332
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704
The Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Jorgensen, Schulz & Associates, S.C. Profit Sharing Plan in WI ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 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 (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.