401(k) · DOL Form 5500 · 2023

Perio PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
32nd
Percentile by assets National rank
$318,927
Avg per participant High balance/head
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Official DOL plan name: Perio, PLLC 401(k) Plan · Sponsored by Perio PLLC · Montana · Healthcare & Social Assistance

$2M in assets, 7 participants

Perio PLLC's Perio, PLLC 401(k) Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,473 in Healthcare & Social Assistance (17,684 peers)

Perio PLLC multi-year trail

Perio PLLC's plans moved +55.6% in assets from 2022 to 2024; this filing shows Perio, PLLC 401(k) Plan at $2M / 7 participants.

#5,473
in Healthcare & Social Assistance (17,684 peers)
+20.6%
assets growth YoY

Perio, PLLC 401(k) Plan among the smaller filed plans by assets

Perio, PLLC 401(k) Plan vs every filed plan by assets

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

$2,232,488 32nd percentile higher than 32% 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

Perio, PLLC 401(k) 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. Perio, PLLC 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perio, PLLC 401(k) Plan reported net income rose from -$391K in the plan year 2022 filing to $381K in the plan year 2023 filing.
  • Perio, PLLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 455609606 · Perio PLLC PY 2023 · 401(k)

Perio, PLLC 401(k) Plan · $2M · 7 · 32nd

  • PCT $2M
  • EIN 7
  • RANK 32nd
  • PHOTO 401(k)
  • IND near Expansion Therapeutics, Inc. 401(k) Plan
  • EOY ind #5473

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 Healthcare & Social Assistance retirement plans → · Plans in Montana →

Perio, PLLC 401(k) Plan in the asset neighbourhood

Perio, PLLC 401(k) Plan$2MExpansion Therapeutics, Inc. 401(k) PlanExpansion Therapeutics, Inc.…$2MWeddings on the Water, Inc. Retirement PlanWeddings on the Water, Inc. …$2MAnokion US Inc 401(k) Profit Sharing Plan and TrustAnokion US Inc 401(k) Profit…$2MStone Soup Cooperative Group PlanStone Soup Cooperative Group…$2M
End-of-year total assets ($M) among Perio, PLLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Perio PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Perio PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 55.5700908431469% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.85M $2.88M ▲ +55.7%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 7 $3M

Perio PLLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$381K
Employer EIN455609606
Plan Effective Date2008-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Perio, PLLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Perio, PLLC 401(k) Plan, Total assets ($M): 2.232488 · Participants: 7Perio, PLLC 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Perio, PLLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Perio, PLLC 401(k) Plan side-by-side with 3 peers →

Perio, PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Expansion Therapeutics, Inc. 401(k) Plan in MA ($2M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Perio, PLLC 401(k) Plan assets move in 2023? ▼
Perio, PLLC 401(k) Plan grew sharply - up 20.6% during 2023, from $2M to $2M. Reported net income was $381K.
How have Perio PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perio PLLC's sponsor-wide assets grew 55.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Perio, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Expansion Therapeutics, Inc. 401(k) Plan in MA ($2M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Perio, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 455609606.

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.