401(k) · DOL Form 5500 · 2023

Performa Limited (US), LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
15
Participants Small participant base
40th
Percentile by assets National rank
$258,994
Avg per participant Above avg balance/head
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Official DOL plan name: Performa Limited (US), LLC 401(k) P/S Plan · Sponsored by Performa Limited (US), LLC · South Carolina · Finance & Insurance

$4M in assets, 15 participants

Performa Limited (US), LLC's Performa Limited (US), LLC 401(k) P/S Plan reported $4M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,482 in Finance & Insurance (8,869 peers)

Performa Limited (US), LLC multi-year trail

Performa Limited (US), LLC's plans moved +61.5% in assets from 2022 to 2024; this filing shows Performa Limited (US), LLC 401(k) P/S Plan at $4M / 15 participants.

#2,482
in Finance & Insurance (8,869 peers)
+31.5%
assets growth YoY

Performa Limited (US), LLC 401(k) P/S Plan's mid-pack asset rank among Finance & Insurance and all filers

Performa Limited (US), LLC 401(k) P/S Plan vs every filed plan by assets

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

$3,884,911 40th percentile higher than 40% 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

Performa Limited (US), LLC 401(k) P/S Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Performa Limited (US), LLC 401(k) P/S Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Performa Limited (US), LLC 401(k) P/S Plan reported net income rose from -$146K in the plan year 2022 filing to $930K in the plan year 2023 filing.
  • Performa Limited (US), LLC 401(k) P/S Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 300619882 · Performa Limited (US), LLC PY 2023 · 401(k)

Performa Limited (US), LLC 401(k) P/S Plan · $4M · 15 · 40th

  • SCH $4M
  • EBSA 15
  • PART 40th
  • TYPE 401(k)
  • NET near Dooge Veneers, Inc. Profit-Sharing Plan
  • BOOK ind #2482

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 Finance & Insurance retirement plans → · Plans in South Carolina →

Performa Limited (US), LLC 401(k) P/S Plan in the asset neighbourhood

Anthony C Broccoli, Dmd, Inc. Profit Sharing PlanAnthony C Broccoli, Dmd, Inc…$4MExtended Care Hospital of Westminster 401(k) Profit Sharing PlanExtended Care Hospital of We…$4MIndustrial Control Systems, Inc. 401(k) Profit Sharing PlanIndustrial Control Systems, …$4MPerforma Limited (US), LLC 401(k) P/S PlanPerforma Limited (US), LLC 4…$4MDooge Veneers, Inc. Profit-Sharing PlanDooge Veneers, Inc. Profit-S…$4M
End-of-year total assets ($M) among Performa Limited (US), LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Performa Limited (US), LLC multi-year asset trail

Sponsor-wide plan assets over time

All Performa Limited (US), LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 61.5412210033284% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.95M $4.77M ▲ +61.7%
Year Plans Participants Total Assets
2022 1 15 $3M
2023 1 15 $4M
2024 1 16 $5M

Performa Limited (US), LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$930K
Employer EIN300619882
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Performa Limited (US), LLC 401(k) P/S Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Performa Limited (US), LLC 401(k) P/S Plan, Total assets ($B): 0.003884911 · Participants: 15Performa Limited (US), LLC 401(k) P/S PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Performa Limited (US), LLC 401(k) P/S Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Performa Limited (US), LLC 401(k) P/S Plan side-by-side with 3 peers →

Performa Limited (US), LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Dooge Veneers, Inc. Profit-Sharing Plan in MI ($4M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Performa Limited (US), LLC 401(k) P/S Plan assets move in 2023? ▼
Performa Limited (US), LLC 401(k) P/S Plan surged - up 31.5% during 2023, from $3M to $4M. Reported net income was $930K.
How have Performa Limited (US), LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performa Limited (US), LLC's sponsor-wide assets grew 61.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Performa Limited (US), LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dooge Veneers, Inc. Profit-Sharing Plan in MI ($4M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Performa Limited (US), LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 300619882.

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.