401(k) · DOL Form 5500 · 2023

Peritus Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$70K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$35,199
Avg per participant Low balance/head
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Official DOL plan name: Peritus Partners, Inc. 401(k) Profit Sharing Plan · Sponsored by Peritus Partners, Inc. · Texas · Professional & Technical Services

$70K in assets, 2 participants

Peritus Partners, Inc.'s Peritus Partners, Inc. 401(k) Profit Sharing Plan reported $70K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

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

Peritus Partners, Inc. multi-year trail

Peritus Partners, Inc.'s plans moved -18.0% in assets from 2022 to 2024; this filing shows Peritus Partners, Inc. 401(k) Profit Sharing Plan at $70K / 2 participants.

#859
in Professional & Technical Services (20,321 peers)
-11.6%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peritus Partners, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Peritus Partners, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$70,398 5th percentile higher than 5% 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

Peritus Partners, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peritus Partners, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peritus Partners, Inc. 401(k) Profit Sharing Plan reported net income fell from -$4K in the plan year 2022 filing to -$9K in the plan year 2023 filing.
  • Peritus Partners, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $80K in the plan year 2022 filing to $70K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 452628016 · Peritus Partners, Inc. PY 2023 · 401(k)

Peritus Partners, Inc. 401(k) Profit Sharing Plan · $70K · 2 · 5th

  • EBSA $70K
  • PART 2
  • TYPE 5th
  • NET 401(k)
  • BOOK near Westwind Coaching Co. 401(k) Plan
  • VS-ST ind #859

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 Texas →

Peritus Partners, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Peritus Partners, Inc. 401(k) Profit Sharing PlanPeritus Partners, Inc. 401(k…$70KWestwind Coaching Co. 401(k) PlanWestwind Coaching Co. 401(k)…$70KT&t Workshop, Inc. 401(k) Profit Sharing PlanT&t Workshop, Inc. 401(k) Pr…$70KSkillzworks, Inc. 401(k) Profit Sharing PlanSkillzworks, Inc. 401(k) Pro…$70KA.U.a.E.S. Inc. 401(k) Plan$70K
End-of-year total assets ($M) among Peritus Partners, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peritus Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Peritus Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$65K 18.01240676093126% vs 2022
2024 filing year
$0.07M$0.07M$0.08M$0.08M$0.09M 202220232024 $0.08M $0.07M ▼ -12.5%
Year Plans Participants Total Assets
2022 1 2 $80K
2023 1 2 $70K
2024 1 2 $65K

Peritus Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$80K
Net Assets (End of Year)$70K
Net Income-$9K
Employer EIN452628016
Plan Effective Date2011-06-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Peritus Partners, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Peritus Partners, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000070398 · Participants: 2Peritus Partners, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Peritus Partners, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Peritus Partners, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Westwind Coaching Co. 401(k) Plan in LA ($70K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Peritus Partners, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Peritus Partners, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 11.6% during 2023, from $80K to $70K. Reported net income was -$9K.
How have Peritus Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peritus Partners, Inc.'s sponsor-wide assets declined 18.0%, from $80K to $65K.
Where does Peritus Partners, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Peritus Partners, Inc. 401(k) Profit Sharing Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Peritus Partners, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westwind Coaching Co. 401(k) Plan in LA ($70K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Peritus Partners, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 452628016.

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.