401(k) · DOL Form 5500 · 2023

Performance Health Supply LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
664
Participants Below avg headcount
86th
Percentile by assets National rank
$77,512
Avg per participant Below avg balance/head
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Official DOL plan name: Performance Health 401(k) Plan · Sponsored by Performance Health Supply LLC · Illinois · Wholesale Trade

$51M in assets, 664 participants

Performance Health Supply LLC's Performance Health 401(k) Plan reported $51M in total assets and 664 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,503 in Wholesale Trade (6,309 peers)

Where Performance Health 401(k) Plan sits by assets

Performance Health 401(k) Plan sits in the top quartile of all filed plans by assets, $51M for 664 participants (~$77,512/participant), up 12.3% in 2023.

#5,503
in Wholesale Trade (6,309 peers)
+12.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Performance Health 401(k) Plan's outsized position by total assets

Performance Health 401(k) Plan vs every filed plan by assets

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

$51,468,241 Top 14% higher than 86% 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 Health 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 Health 401(k) Plan sits mid-pack in the medium band (664 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Performance Health 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Performance Health 401(k) Plan end-of-year assets rose from $46M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Performance Health 401(k) Plan reported participants fell from 680 in the plan year 2022 filing to 664 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204590834 · Performance Health Supply LLC PY 2023 · 401(k)

Performance Health 401(k) Plan · $51M · 664 · 86th

  • PHOTO $51M
  • PHOTO 664
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near Ocdc 401(k) Plan
  • PHOTO ind #5503

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 Wholesale Trade retirement plans → · Plans in Illinois →

Performance Health 401(k) Plan in the asset neighbourhood

Hp-Uov 401(k) Retirement Plan$51MPerformance Health 401(k) PlanPerformance Health 401(k) Pl…$51MOcdc 401(k) Plan$51MCambridge Isotope Laboratories, Inc. 401(k) Plan & TrustCambridge Isotope Laboratori…$51MSkyline Displays 401(k) Plan$51M
End-of-year total assets ($M) among Performance Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$51M
Net Income$6M
Employer EIN204590834
Plan Effective Date2015-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Performance Health Supply LLC)

Sponsor-wide plan assets over time

All Performance Health Supply LLC plans reported in each filing year

Latest sponsor-wide plan assets
$55M 20.624211412398008% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.9M $55.3M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 680 $46M
2023 1 664 $51M
2024 1 908 $55M

Nearby 401(k) Plans in Illinois

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

Performance Health 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Performance Health 401(k) Plan, Total assets ($B): 0.051468241 · Participants: 664Performance Health 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Performance Health 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Performance Health 401(k) Plan side-by-side with 3 peers →

Performance Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ocdc 401(k) Plan in OR ($51M); by covered participants it is The Sunray Companies LLC 401(k) Plan in MS (664 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (664 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 Health 401(k) Plan assets move in 2023? ▼
Performance Health 401(k) Plan grew at a solid clip - up 12.3% during 2023, from $46M to $51M. Reported net income was $6M.
How have Performance Health Supply LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Health Supply LLC's sponsor-wide assets grew 20.6%, from $46M to $55M.
Where does Performance Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Performance Health 401(k) Plan ranks in the 86th 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 Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ocdc 401(k) Plan in OR ($51M, 987 participants).
Which 401(k) plans cover a similar participant headcount to Performance Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Sunray Companies LLC 401(k) Plan in MS (664 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 204590834.

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.