401(k) · DOL Form 5500 · 2023

Perform (Cb), LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
105
Participants Small participant base
63rd
Percentile by assets National rank
$118,829
Avg per participant Near avg balance/head
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Official DOL plan name: Perform (Cb), LLC 401(k) · Sponsored by Perform (Cb), LLC · Florida · Professional & Technical Services

$12M in assets, 105 participants

Perform (Cb), LLC's Perform (Cb), LLC 401(k) reported $12M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,694 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Perform (Cb), LLC 401(k) covers 105 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#12,694
in Professional & Technical Services (20,321 peers)
+28.4%
assets growth YoY

Perform (Cb), LLC 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers

Perform (Cb), LLC 401(k) vs every filed plan by assets

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

$12,477,062 Top 37% higher than 63% 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

Perform (Cb), LLC 401(k) 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. Perform (Cb), LLC 401(k) sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perform (Cb), LLC 401(k) reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Perform (Cb), LLC 401(k) end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Perform (Cb), LLC 401(k) reported participants fell from 116 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 300585674 · Perform (Cb), LLC PY 2023 · 401(k)

Perform (Cb), LLC 401(k) · $12M · 105 · 63rd

  • SCH $12M
  • SCH 105
  • SCH 63rd
  • SCH 401(k)
  • SCH near Concept 401(k) Plan
  • SCH ind #12694

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 Florida →

Perform (Cb), LLC 401(k) in the asset neighbourhood

Perform (Cb), LLC 401(k)$12MConcept 401(k) Plan$12MPro Farm Group, Inc. 401(k) PlanPro Farm Group, Inc. 401(k) …$12MHarlem Children's Zone, Inc. Profit Sharing PlanHarlem Children's Zone, Inc.…$12MBoys & Girls Clubs of Greater Milwaukee 401(k) PlanBoys & Girls Clubs of Greate…$12M
End-of-year total assets ($M) among Perform (Cb), LLC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN300585674
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perform (Cb), LLC)

Sponsor-wide plan assets over time

All Perform (Cb), LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 45.21539023283806% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.72M $14.1M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 116 $10M
2023 1 105 $12M
2024 1 84 $14M

Nearby 401(k) Plans in Florida

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

Perform (Cb), LLC 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Perform (Cb), LLC 401(k), Total assets ($B): 0.012477062 · Participants: 105Perform (Cb), LLC 401(k)L3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Perform (Cb), LLC 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Perform (Cb), LLC 401(k) side-by-side with 3 peers →

Perform (Cb), LLC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Concept 401(k) Plan in MN ($12M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Perform (Cb), LLC 401(k) assets move in 2023? ▼
Perform (Cb), LLC 401(k) grew sharply - up 28.4% during 2023, from $10M to $12M. Reported net income was $3M.
How have Perform (Cb), LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perform (Cb), LLC's sponsor-wide assets grew 45.2%, from $10M to $14M.
Which 401(k) plans are similar in size to Perform (Cb), LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Concept 401(k) Plan in MN ($12M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Perform (Cb), LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 300585674.

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.