401(k) · DOL Form 5500 · 2023
Performance Horizon Inc 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 164
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $78,025
- Avg per participant Below avg balance/head
Official DOL plan name: Performance Horizon, Inc. 401(k) Plan · Sponsored by Performance Horizon Inc · Pennsylvania · Professional & Technical Services
$13M in assets, 164 participants
Performance Horizon Inc's Performance Horizon, Inc. 401(k) Plan reported $13M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,811 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Performance Horizon, Inc. 401(k) Plan covers 164 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.
- #12,811
- in Professional & Technical Services (20,321 peers)
- +12.8%
- assets growth YoY
Performance Horizon, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Performance Horizon, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,796,178 Top 36% higher than 64% 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
Performance Horizon, Inc. 401(k) 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. Performance Horizon, Inc. 401(k) Plan sits mid-pack in the medium band (164 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Performance Horizon, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Performance Horizon, Inc. 401(k) Plan reported participants rose from 145 in the plan year 2022 filing to 164 in the plan year 2023 filing.
- Performance Horizon, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 274194494 · Performance Horizon Inc PY 2023 · 401(k)
Performance Horizon, Inc. 401(k) Plan · $13M · 164 · 64th
- TYPE $13M
- TYPE 164
- TYPE 64th
- TYPE 401(k)
- TYPE near C.N. Brown Co. 401(k) Plan
- TYPE ind #12811
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 Pennsylvania →
Performance Horizon, Inc. 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 274194494 |
| Plan Effective Date | 2016-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Performance Horizon Inc)
Sponsor-wide plan assets over time
All Performance Horizon Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 36.03233607121917% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $11M |
| 2023 | 1 | 164 | $13M |
| 2024 | 1 | 158 | $15M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Performance Horizon, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is C.N. Brown Co. 401(k) Plan in ME ($13M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- C.N. Brown Co. 401(k) Plan (ME) $13M · 667
- Talon Retirement Plan (MI) $13M · 99
- National Oil and Gas, Inc. Employees' Savings Plan (IN) $13M · 131
- Muza Metal Products, LLC 401(k) Savings Plan (WI) $13M · 171
Similar participant headcount
Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.
- Daycon Products Company, Inc. 401(k) Plan (MD) 164 · 0 off
- Jackson Lumber & Millwork Co, Inc. 401(k) Plan (MA) 164 · 0 off
- Nodaway Valley Bank 401(k) Profit Sharing Plan (MO) 164 · 0 off
- Nativo, Inc. 401(k) Plan (CA) 164 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.