401(k) · DOL Form 5500 · 2023

Perigee Capital Partners LLC. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
32nd
Percentile by assets National rank
$166,996
Avg per participant Above avg balance/head
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Official DOL plan name: Perigee Capital Partners LLC Retirement Plan · Sponsored by Perigee Capital Partners LLC. · Texas · Professional & Technical Services

$2M in assets, 14 participants

Perigee Capital Partners LLC.'s Perigee Capital Partners LLC Retirement Plan reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,810 in Professional & Technical Services (20,321 peers)

Perigee Capital Partners LLC. multi-year trail

Perigee Capital Partners LLC.'s plans moved +20.6% in assets from 2022 to 2023; this filing shows Perigee Capital Partners LLC Retirement Plan at $2M / 14 participants.

#5,810
in Professional & Technical Services (20,321 peers)
+20.6%
assets growth YoY

Perigee Capital Partners LLC Retirement Plan among the smaller filed plans by assets

Perigee Capital Partners LLC Retirement Plan vs every filed plan by assets

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

$2,337,942 32nd percentile higher than 32% 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

Perigee Capital Partners LLC Retirement 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. Perigee Capital Partners LLC Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perigee Capital Partners LLC Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $399K in the plan year 2023 filing.
  • Perigee Capital Partners LLC Retirement Plan reported participants fell from 21 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Perigee Capital Partners LLC Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 454820253 · Perigee Capital Partners LLC. PY 2023 · 401(k)

Perigee Capital Partners LLC Retirement Plan · $2M · 14 · 32nd

  • PART $2M
  • TYPE 14
  • NET 32nd
  • BOOK 401(k)
  • VS-ST near Lasko Products Union 401(k) Retirement Plan
  • BOY ind #5810

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 →

Perigee Capital Partners LLC Retirement Plan in the asset neighbourhood

Perigee Capital Partners LLC Retirement PlanPerigee Capital Partners LLC…$2MLasko Products Union 401(k) Retirement PlanLasko Products Union 401(k) …$2MCitizens Bancorp of Hickman, Inc. Employee Stock Ownership PlanCitizens Bancorp of Hickman,…$2MCitadel Care Centers 401(k) PlanCitadel Care Centers 401(k) …$2MStephen Pezzullo Cpa PC 401(k) Profit Sharing PlanStephen Pezzullo Cpa PC 401(…$2M
End-of-year total assets ($M) among Perigee Capital Partners LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Perigee Capital Partners LLC. multi-year asset trail

Sponsor-wide plan assets over time

All Perigee Capital Partners LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.558771280723782% vs 2022
2023 filing year
$1.8M$2M$2.2M$2.4M 20222023 $1.94M $2.34M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 14 $2M

Perigee Capital Partners LLC. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$399K
Employer EIN454820253
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Perigee Capital Partners LLC Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Perigee Capital Partners LLC Retirement Plan, Total assets ($B): 0.002337942 · Participants: 14Perigee Capital Partners LLC Retirement 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
Perigee Capital Partners LLC Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Perigee Capital Partners LLC Retirement Plan side-by-side with 3 peers →

Perigee Capital Partners LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lasko Products Union 401(k) Retirement Plan in PA ($2M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Perigee Capital Partners LLC Retirement Plan assets move in 2023? ▼
Perigee Capital Partners LLC Retirement Plan grew sharply - up 20.6% during 2023, from $2M to $2M. Reported net income was $399K.
How have Perigee Capital Partners LLC. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Perigee Capital Partners LLC.'s sponsor-wide assets grew 20.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Perigee Capital Partners LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lasko Products Union 401(k) Retirement Plan in PA ($2M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Perigee Capital Partners LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 454820253.

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.