401(k) · DOL Form 5500 · 2023

Performance Bankers, Inc. 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
731
Participants Near avg headcount
90th
Percentile by assets National rank
$121,962
Avg per participant Near avg balance/head
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Official DOL plan name: Performance Bankers, Inc. Retirement Savings Plan · Sponsored by Performance Bankers, Inc. · South Dakota · Management of Enterprises

$89M in assets, 731 participants

Performance Bankers, Inc.'s Performance Bankers, Inc. Retirement Savings Plan reported $89M in total assets and 731 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #856 in Management of Enterprises (1,137 peers)

Coverage in South Dakota

Performance Bankers, Inc. Retirement Savings Plan covers 731 participants in South Dakota, 2.2x the typical South Dakota plan (state average ~340 per filing). Assets: $89M.

#856
in Management of Enterprises (1,137 peers)
+16.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Performance Bankers, Inc. Retirement Savings Plan's outsized position by total assets

Performance Bankers, Inc. Retirement Savings Plan vs every filed plan by assets

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

$89,154,383 Top 10% higher than 90% 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 Bankers, Inc. Retirement Savings 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 Bankers, Inc. Retirement Savings Plan sits mid-pack in the medium band (731 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Performance Bankers, Inc. Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Performance Bankers, Inc. Retirement Savings Plan end-of-year assets rose from $77M in the plan year 2022 filing to $89M in the plan year 2023 filing.
  • Performance Bankers, Inc. Retirement Savings Plan reported participants rose from 703 in the plan year 2022 filing to 731 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 460373528 · Performance Bankers, Inc. PY 2023 · 401(k)

Performance Bankers, Inc. Retirement Savings Plan · $89M · 731 · 90th

  • TYPE $89M
  • TYPE 731
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near System One Holdings, LLC 401(k) Savings Plan
  • TYPE ind #856

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 Management of Enterprises retirement plans → · Plans in South Dakota →

Performance Bankers, Inc. Retirement Savings Plan in the asset neighbourhood

Granger Medical Clinic, P.C. 401(k) and Profit Sharing PlanGranger Medical Clinic, P.C.…$89MMka International, Inc. 401(k) Profit Sharing PlanMka International, Inc. 401(…$89MPerformance Bankers, Inc. Retirement Savings PlanPerformance Bankers, Inc. Re…$89MSystem One Holdings, LLC 401(k) Savings PlanSystem One Holdings, LLC 401…$89MOne Call Combined 401(k) Profit Sharing PlanOne Call Combined 401(k) Pro…$89M
End-of-year total assets ($M) among Performance Bankers, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Dakota filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$89M
Net Income$12M
Employer EIN460373528
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Performance Bankers, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$101M 31.70338432864636% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $76.9M $101M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 703 $77M
2023 1 731 $89M
2024 1 752 $101M

Nearby 401(k) Plans in South Dakota

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

Performance Bankers, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants Performance Bankers, Inc. Retirement Savings Plan, Total assets ($M): 89.154383 · Participants: 731Performance Bankers, Inc. Retirement Savings PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Performance Bankers, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Performance Bankers, Inc. Retirement Savings Plan side-by-side with 3 peers →

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

Outside South Dakota, the nearest 401(k) by assets is System One Holdings, LLC 401(k) Savings Plan in PA ($89M); by covered participants it is Tenaska Retirement Plan in NE (731 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (731 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 Bankers, Inc. Retirement Savings Plan assets move in 2023? ▼
Performance Bankers, Inc. Retirement Savings Plan grew sharply - up 16.0% during 2023, from $77M to $89M. Reported net income was $12M.
How have Performance Bankers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Bankers, Inc.'s sponsor-wide assets grew 31.7%, from $77M to $101M.
Where does Performance Bankers, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Performance Bankers, Inc. Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Performance Bankers, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is System One Holdings, LLC 401(k) Savings Plan in PA ($89M, 6,552 participants).
Which 401(k) plans cover a similar participant headcount to Performance Bankers, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tenaska Retirement Plan in NE (731 participants, $336M 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 460373528.

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.