401(k) · DOL Form 5500 · 2023

Pt Financials Companies, LLC 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
361
Participants Below avg headcount
90th
Percentile by assets National rank
$244,554
Avg per participant Above avg balance/head
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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.

  • #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.

#7,562
in Finance & Insurance (8,869 peers)
+24.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Performance Trust Retirement Plan's outsized position by total assets

Performance Trust Retirement Plan vs every filed plan by assets

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

$88,284,039 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 Trust Retirement 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 Trust Retirement Plan sits mid-pack in the medium band (361 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 821273671 · Pt Financials Companies, LLC PY 2023 · 401(k)

Performance Trust Retirement Plan · $88M · 361 · 90th

  • RANK $88M
  • RANK 361
  • RANK 90th
  • RANK 401(k)
  • RANK near Legends 401(k) Profit Sharing Plan
  • RANK ind #7562

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 Illinois →

Performance Trust Retirement Plan in the asset neighbourhood

Emerald Queen Casino 401(k) PlanEmerald Queen Casino 401(k) …$88MConnexus Energy Retirement Savings PlanConnexus Energy Retirement S…$88MXtra 401(k) Savings and Retirement PlanXtra 401(k) Savings and Reti…$88MPerformance Trust Retirement PlanPerformance Trust Retirement…$88MLegends 401(k) Profit Sharing PlanLegends 401(k) Profit Sharin…$88M
End-of-year total assets ($M) among Performance Trust Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$88M
Net Income$17M
Employer EIN821273671
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pt Financials Companies, LLC)

Sponsor-wide plan assets over time

All Pt Financials Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$88M 24.326626367980964% vs 2022
2023 filing year
$60M$70M$80M$90M$100M 20222023 $71M $88.3M ▲ +24.3%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Performance Trust Retirement Plan, Total assets ($B): 0.088284039 · Participants: 361Performance Trust Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Performance Trust Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Performance Trust Retirement Plan side-by-side with 3 peers →

Performance Trust Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Legends 401(k) Profit Sharing Plan in NY ($88M); by covered participants it is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Trust Retirement Plan assets move in 2023? ▼
Performance Trust Retirement Plan grew sharply - up 24.3% during 2023, from $71M to $88M. Reported net income was $17M.
How have Pt Financials Companies, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pt Financials Companies, LLC's sponsor-wide assets grew 24.3%, from $71M to $88M.
Where does Performance Trust Retirement Plan rank by assets among Form 5500 filers? ▼
Performance Trust Retirement 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 Trust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legends 401(k) Profit Sharing Plan in NY ($88M, 10,581 participants).
Which 401(k) plans cover a similar participant headcount to Performance Trust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 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 821273671.

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.