401(k) · DOL Form 5500 · 2023
Pt Financials Companies, LLC 401(k) Plan
Data updated 2026-08-11
- $88M
- Total assets
- 361
- Participants
- 90th
- Percentile by assets
- $244,554
- Avg per participant
Official DOL plan name: Performance Trust Retirement Plan · Sponsored by Pt Financials Companies, LLC · Illinois · Finance & Insurance
$88M in assets, 361 participants
Pt Financials Companies, LLC's Performance Trust Retirement Plan reported $88M in total assets and 361 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.
- 90th percentile by assets (of 127,072 plans)
- #7,562 in Finance & Insurance (8,869 peers)
Coverage in Illinois
Performance Trust Retirement Plan covers 361 participants in Illinois, about 46% of the average Illinois filer (state average ~779 per filing). Assets: $88M.
- $88M
- total plan assets (2023 EOY)
- 361
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $244,554
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Performance Trust Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Performance Trust Retirement Plan end-of-year assets rose from $71M in the plan year 2022 filing to $88M in the plan year 2023 filing.
- Performance Trust Retirement Plan reported participants rose from 317 in the plan year 2022 filing to 361 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Performance Trust Retirement Plan reports 361 participants - about 46% of that state average ($88M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $17M |
| Employer EIN | 821273671 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pt Financials Companies, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 317 | $71M |
| 2023 | 1 | 361 | $88M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Performance Trust Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Performance Trust Retirement Plan by total assets, not by location.
- Legends 401(k) Profit Sharing Plan (NY) $88M · 10,581
- Connexus Energy Retirement Savings Plan (MN) $88M · 211
- Xtra 401(k) Savings and Retirement Plan (MO) $88M · 364
- Emerald Queen Casino 401(k) Plan (WA) $88M · 2,295
Frequently Asked Questions
How did Performance Trust Retirement Plan assets move in 2023? ▼
How have Pt Financials Companies, LLC plan assets changed over time? ▼
Where does Performance Trust Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Performance Trust Retirement Plan? ▼
Next read for Performance Trust Retirement Plan
Filing takeaways
Ways to act on Performance Trust Retirement Plan's numbers.
- By total assets, Performance Trust Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Pt Financials Companies, LLC's sponsor-wide assets have grown 24.3% since 2022 across 2 plan years on file. More Finance & Insurance plans