401(k) · DOL Form 5500 · 2023

Peregrine Financial Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
41
Participants Small participant base
42nd
Percentile by assets National rank
$106,973
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Peregrine Financial Corporation 401(k) Plan and Trust · Sponsored by Peregrine Financial Corporation · Massachusetts · Professional & Technical Services

$4M in assets, 41 participants

Peregrine Financial Corporation's Peregrine Financial Corporation 401(k) Plan and Trust reported $4M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,014 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Peregrine Financial Corporation 401(k) Plan and Trust holds $4M for 41 participants - about $106,973 per participant, in the lower half of filed plans by assets.

#8,014
in Professional & Technical Services (20,321 peers)
-1.6%
assets change YoY

The plan reported a net loss of $71K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peregrine Financial Corporation 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Peregrine Financial Corporation 401(k) Plan and Trust vs every filed plan by assets

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

$4,385,892 42nd percentile higher than 42% 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

Peregrine Financial Corporation 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peregrine Financial Corporation 401(k) Plan and Trust is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peregrine Financial Corporation 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to -$71K in the plan year 2023 filing.
  • Peregrine Financial Corporation 401(k) Plan and Trust reported participants fell from 43 in the plan year 2022 filing to 41 in the plan year 2023 filing.
  • Peregrine Financial Corporation 401(k) Plan and Trust end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043067534 · Peregrine Financial Corporation PY 2023 · 401(k)

Peregrine Financial Corporation 401(k) Plan and Trust · $4M · 41 · 42nd

  • 5500 $4M
  • 5500 41
  • 5500 42nd
  • 5500 401(k)
  • 5500 near Stratford University, Inc. Employees' 401(k) Plan
  • 5500 ind #8014

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 Massachusetts →

Peregrine Financial Corporation 401(k) Plan and Trust in the asset neighbourhood

Peregrine Financial Corporation 401(k) Plan and TrustPeregrine Financial Corporat…$4MStratford University, Inc. Employees' 401(k) PlanStratford University, Inc. E…$4MRadco Residential, LLC 401(k) PlanRadco Residential, LLC 401(k…$4MU.a.W. Local 2179 Pension PlanU.a.W. Local 2179 Pension Pl…$4MIntra-National Home Care, LLC 401(k) PlanIntra-National Home Care, LL…$4M
End-of-year total assets ($M) among Peregrine Financial Corporation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$71K
Employer EIN043067534
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peregrine Financial Corporation)

Sponsor-wide plan assets over time

All Peregrine Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 1.5881585156274716% vs 2022
2023 filing year
$4.35M$4.4M$4.45M$4.5M 20222023 $4.46M $4.39M ▼ -1.6%
Year Plans Participants Total Assets
2022 1 43 $4M
2023 1 41 $4M

Nearby 401(k) Plans in Massachusetts

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

Peregrine Financial Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Peregrine Financial Corporation 401(k) Plan and Trust, Total assets ($B): 0.004385892 · Participants: 41Peregrine Financial Corporation 401(k) Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Peregrine Financial Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Peregrine Financial Corporation 401(k) Plan and Trust side-by-side with 3 peers →

Peregrine Financial Corporation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Stratford University, Inc. Employees' 401(k) Plan in OH ($4M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Peregrine Financial Corporation 401(k) Plan and Trust assets move in 2023? ▼
Peregrine Financial Corporation 401(k) Plan and Trust edged down modestly - down 1.6% during 2023, from $4M to $4M. Reported net income was -$71K.
How have Peregrine Financial Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Peregrine Financial Corporation's sponsor-wide assets declined 1.6%, from $4M to $4M.
Which 401(k) plans are similar in size to Peregrine Financial Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Stratford University, Inc. Employees' 401(k) Plan in OH ($4M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Peregrine Financial Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 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 043067534.

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.