401(k) · DOL Form 5500 · 2023

Performance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
239
Participants Below avg headcount
83rd
Percentile by assets National rank
$170,693
Avg per participant Above avg balance/head
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Official DOL plan name: Performance Services, Inc. Thrift Plan · Sponsored by Performance Services, Inc. · Indiana · Construction

$41M in assets, 239 participants

Performance Services, Inc.'s Performance Services, Inc. Thrift Plan reported $41M in total assets and 239 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.

  • #7,345 in Construction (9,030 peers)

Coverage in Indiana

Performance Services, Inc. Thrift Plan covers 239 participants in Indiana, about 44% of the average Indiana filer (state average ~541 per filing). Assets: $41M.

#7,345
in Construction (9,030 peers)
+29.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Performance Services, Inc. Thrift Plan's outsized position by total assets

Performance Services, Inc. Thrift Plan vs every filed plan by assets

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

$40,795,684 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

Performance Services, Inc. Thrift 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 Services, Inc. Thrift Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Performance Services, Inc. Thrift Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Performance Services, Inc. Thrift Plan end-of-year assets rose from $31M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Performance Services, Inc. Thrift Plan reported participants rose from 209 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 352047928 · Performance Services, Inc. PY 2023 · 401(k)

Performance Services, Inc. Thrift Plan · $41M · 239 · 83rd

  • PART $41M
  • PART 239
  • PART 83rd
  • PART 401(k)
  • PART near Hall & Evans, LLC Employee Savings Plan
  • PART ind #7345

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 Indiana →

Performance Services, Inc. Thrift Plan in the asset neighbourhood

Performance Services, Inc. Thrift PlanPerformance Services, Inc. T…$41MHall & Evans, LLC Employee Savings PlanHall & Evans, LLC Employee S…$41MBwc 401(k) Savings Plan$41MCoface U. S. Group 401(k) PlanCoface U. S. Group 401(k) Pl…$41MSpire 401(k) Plan$41M
End-of-year total assets ($M) among Performance Services, Inc. Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$41M
Net Income$9M
Employer EIN352047928
Plan Effective Date1999-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Performance Services, Inc.)

Sponsor-wide plan assets over time

All Performance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 66.05648714965679% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $31.4M $52.2M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 209 $31M
2023 1 239 $41M
2024 1 281 $52M

Nearby 401(k) Plans in Indiana

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

Performance Services, Inc. Thrift Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Performance Services, Inc. Thrift Plan, Total assets ($B): 0.040795684 · Participants: 239Performance Services, Inc. Thrift PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Performance Services, Inc. Thrift Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Performance Services, Inc. Thrift Plan side-by-side with 3 peers →

Performance Services, Inc. Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Hall & Evans, LLC Employee Savings Plan in CO ($41M); by covered participants it is Bryan Heart Retirement Savings Plan in NE (239 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Performance Services, Inc. Thrift Plan assets move in 2023? ▼
Performance Services, Inc. Thrift Plan grew sharply - up 29.8% during 2023, from $31M to $41M. Reported net income was $9M.
How have Performance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Services, Inc.'s sponsor-wide assets grew 66.1%, from $31M to $52M.
Where does Performance Services, Inc. Thrift Plan rank by assets among Form 5500 filers? ▼
Performance Services, Inc. Thrift 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 Performance Services, Inc. Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hall & Evans, LLC Employee Savings Plan in CO ($41M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Performance Services, Inc. Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Heart Retirement Savings Plan in NE (239 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 352047928.

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.