401(k) · DOL Form 5500 · 2023

Performance Modalities, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
192
Participants Below avg headcount
42nd
Percentile by assets National rank
$22,781
Avg per participant Low balance/head
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Official DOL plan name: Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Performance Modalities, Inc. · Washington · Healthcare & Social Assistance

$4M in assets, 192 participants

Performance Modalities, Inc.'s Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 192 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.

  • #7,986 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust covers 192 participants in Washington, about 13% of the average Washington filer (state average ~1,476 per filing). Assets: $4M.

#7,986
in Healthcare & Social Assistance (17,684 peers)
+44.6%
assets growth YoY

Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,373,887 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

Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust 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 Modalities, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$755K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 159 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911607760 · Performance Modalities, Inc. PY 2023 · 401(k)

Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 192 · 42nd

  • EBSA $4M
  • PART 192
  • TYPE 42nd
  • NET 401(k)
  • BOOK near Omaze 401(k) Plan
  • VS-ST ind #7986

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 Washington →

Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Performance Modalities, Inc. 401(k) Profit Sharing Plan and TrustPerformance Modalities, Inc.…$4MOmaze 401(k) Plan$4MDavid Barnes 401(k) Savings PlanDavid Barnes 401(k) Savings …$4MBjet, LLC 401(k) Profit Sharing PlanBjet, LLC 401(k) Profit Shar…$4MPafford Ems 401(k) Plan$4M
End-of-year total assets ($M) among Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN911607760
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Performance Modalities, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$6M 93.08095894025371% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $3.02M $5.84M ▲ +93.4%
Year Plans Participants Total Assets
2022 1 159 $3M
2023 1 192 $4M
2024 1 224 $6M

Nearby 401(k) Plans in Washington

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

Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004373887 · Participants: 192Performance Modalities, Inc. 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Omaze 401(k) Plan in CA ($4M); by covered participants it is T Enterprises 401(k) Plan in MS (192 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 (192 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 Modalities, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust surged - up 44.6% during 2023, from $3M to $4M. Reported net income was $1M.
How have Performance Modalities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Modalities, Inc.'s sponsor-wide assets grew 93.1%, from $3M to $6M.
Which 401(k) plans are similar in size to Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Omaze 401(k) Plan in CA ($4M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Performance Modalities, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 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 911607760.

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.