401(k) · DOL Form 5500 · 2023

Pernix Group Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
230
Participants Below avg headcount
83rd
Percentile by assets National rank
$180,742
Avg per participant Above avg balance/head
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Official DOL plan name: Pernix Group 401(k) Retirement Plan · Sponsored by Pernix Group Inc. · Illinois · Construction

$42M in assets, 230 participants

Pernix Group Inc.'s Pernix Group 401(k) Retirement Plan reported $42M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,361 in Construction (9,030 peers)

Coverage in Illinois

Pernix Group 401(k) Retirement Plan covers 230 participants in Illinois, about 30% of the average Illinois filer (state average ~779 per filing). Assets: $42M.

#7,361
in Construction (9,030 peers)
+21.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pernix Group 401(k) Retirement Plan's outsized position by total assets

Pernix Group 401(k) Retirement Plan vs every filed plan by assets

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

$41,570,570 Top 17% higher than 83% 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

Pernix Group 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pernix Group 401(k) Retirement Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pernix Group 401(k) Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Pernix Group 401(k) Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Pernix Group 401(k) Retirement Plan reported participants rose from 197 in the plan year 2022 filing to 230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364025775 · Pernix Group Inc. PY 2023 · 401(k)

Pernix Group 401(k) Retirement Plan · $42M · 230 · 83rd

  • 5500 $42M
  • 5500 230
  • 5500 83rd
  • 5500 401(k)
  • 5500 near Valley Strong Credit Union Plan and Trust
  • 5500 ind #7361

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 Construction retirement plans → · Plans in Illinois →

Pernix Group 401(k) Retirement Plan in the asset neighbourhood

Amplifon (USA), Inc. Incentive Savings PlanAmplifon (USA), Inc. Incenti…$42MMetalex Manufacturing, Inc. Employee Profit Sharing and 401(k) PlanMetalex Manufacturing, Inc. …$42MPernix Group 401(k) Retirement PlanPernix Group 401(k) Retireme…$42MValley Strong Credit Union Plan and TrustValley Strong Credit Union P…$42MEnanta Pharmaceuticals, Inc. 401(k) Profit Sharing Plan & TrustEnanta Pharmaceuticals, Inc.…$42M
End-of-year total assets ($M) among Pernix Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN364025775
Plan Effective Date2015-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pernix Group Inc.)

Sponsor-wide plan assets over time

All Pernix Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 30.508483444057227% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.2M $44.7M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 197 $34M
2023 1 230 $42M
2024 1 254 $45M

Nearby 401(k) Plans in Illinois

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

Pernix Group 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Pernix Group 401(k) Retirement Plan, Total assets ($B): 0.04157057 · Participants: 230Pernix Group 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Pernix Group 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Pernix Group 401(k) Retirement Plan side-by-side with 3 peers →

Pernix Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Valley Strong Credit Union Plan and Trust in CA ($42M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Pernix Group 401(k) Retirement Plan assets move in 2023? ▼
Pernix Group 401(k) Retirement Plan grew sharply - up 21.5% during 2023, from $34M to $42M. Reported net income was $7M.
How have Pernix Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pernix Group Inc.'s sponsor-wide assets grew 30.5%, from $34M to $45M.
Where does Pernix Group 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Pernix Group 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pernix Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Strong Credit Union Plan and Trust in CA ($42M, 598 participants).
Which 401(k) plans cover a similar participant headcount to Pernix Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 participants, $7M 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 364025775.

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.