401(k) · DOL Form 5500 · 2023

Performance Validation, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
130
Participants Small participant base
57th
Percentile by assets National rank
$70,301
Avg per participant Below avg balance/head
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Official DOL plan name: Performance Validation, Inc. 401(k) Plan · Sponsored by Performance Validation, Inc. · Indiana · Professional & Technical Services

$9M in assets, 130 participants

Performance Validation, Inc.'s Performance Validation, Inc. 401(k) Plan reported $9M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,194 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

Performance Validation, Inc. 401(k) Plan covers 130 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $9M.

#11,194
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY

Performance Validation, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Performance Validation, Inc. 401(k) Plan vs every filed plan by assets

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

$9,139,066 Top 43% higher than 57% 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 Validation, 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 Validation, Inc. 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Performance Validation, Inc. 401(k) Plan reported net income rose from -$176K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Performance Validation, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Performance Validation, Inc. 401(k) Plan reported participants rose from 119 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352113599 · Performance Validation, Inc. PY 2023 · 401(k)

Performance Validation, Inc. 401(k) Plan · $9M · 130 · 57th

  • BOY $9M
  • SCH 130
  • EBSA 57th
  • PART 401(k)
  • TYPE near Club Assist US LLC/Joint Ventures Retirement Plan
  • NET ind #11194

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 Indiana →

Performance Validation, Inc. 401(k) Plan in the asset neighbourhood

Performance Validation, Inc. 401(k) PlanPerformance Validation, Inc.…$9MClub Assist US LLC/Joint Ventures Retirement PlanClub Assist US LLC/Joint Ven…$9MMckinley Paper Company Washington Mill 401(k) PlanMckinley Paper Company Washi…$9MSzott Automotive 401(k) Plan & TrustSzott Automotive 401(k) Plan…$9MSummit2sea Consulting 401(k) PlanSummit2sea Consulting 401(k)…$9M
End-of-year total assets ($M) among Performance Validation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN352113599
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Performance Validation, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$32M 37.65052238765218% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.1M $31.8M ▲ +37.7%
Year Plans Participants Total Assets
2022 2 197 $23M
2023 2 217 $25M
2024 2 229 $32M

Nearby 401(k) Plans in Indiana

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

Performance Validation, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Performance Validation, Inc. 401(k) Plan, Total assets ($B): 0.009139066 · Participants: 130Performance Validation, Inc. 401(k) 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 Validation, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Performance Validation, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Club Assist US LLC/Joint Ventures Retirement Plan in FL ($9M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Validation, Inc. 401(k) Plan assets move in 2023? ▼
Performance Validation, Inc. 401(k) Plan grew sharply - up 23.4% during 2023, from $7M to $9M. Reported net income was $2M.
How have Performance Validation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Validation, Inc.'s sponsor-wide assets grew 37.7%, from $23M to $32M.
Which 401(k) plans are similar in size to Performance Validation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Club Assist US LLC/Joint Ventures Retirement Plan in FL ($9M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Performance Validation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 352113599.

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.