401(k) · DOL Form 5500 · 2024
Performance Bankers, Inc. 401(k) Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 752
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $134,600
- Avg per participant Near avg balance/head
Official DOL plan name: Performance Bankers, Inc. Retirement Savings Plan · Sponsored by Performance Bankers, Inc. · South Dakota · Management of Enterprises
$101M in assets, 752 participants
Performance Bankers, Inc.'s Performance Bankers, Inc. Retirement Savings Plan reported $101M in total assets and 752 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #869 in Management of Enterprises (1,133 peers)
Coverage in South Dakota
Performance Bankers, Inc. Retirement Savings Plan covers 752 participants in South Dakota, 2.2x the typical South Dakota plan (state average ~340 per filing). Assets: $101M.
- #869
- in Management of Enterprises (1,133 peers)
- +13.5%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Performance Bankers, Inc. Retirement Savings Plan's outsized position by total assets
Performance Bankers, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$101,219,049 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Performance Bankers, Inc. Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Performance Bankers, Inc. Retirement Savings Plan sits mid-pack in the medium band (752 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Performance Bankers, Inc. Retirement Savings Plan end-of-year assets rose from $89M in the plan year 2023 filing to $101M in the plan year 2024 filing.
- Performance Bankers, Inc. Retirement Savings Plan reported participants rose from 731 in the plan year 2023 filing to 752 in the plan year 2024 filing.
- Performance Bankers, Inc. Retirement Savings Plan reported net income fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 460373528 · Performance Bankers, Inc. PY 2024 · 401(k)
Performance Bankers, Inc. Retirement Savings Plan · $101M · 752 · 91st
- EIN $101M
- EIN 752
- EIN 91st
- EIN 401(k)
- EIN near Peak6 Group LLC 401(k) Ps Plan
- EIN ind #869
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 Management of Enterprises retirement plans → · Plans in South Dakota →
Performance Bankers, Inc. Retirement Savings Plan in the asset neighbourhood
South Dakota filing particulars
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $12M |
| Employer EIN | 460373528 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Performance Bankers, Inc.)
Sponsor-wide plan assets over time
All Performance Bankers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 31.70338432864636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 703 | $77M |
| 2023 | 1 | 731 | $89M |
| 2024 | 1 | 752 | $101M |
Nearby 401(k) Plans in South Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Black Hills Corporation 401(k) Retirement Savings Plan $811M · 2,881
- Good Samaritan Society 401(k) Plan $278M · 12,199
- Poet 401(k) Plan $266M · 2,380
- Daktronics, Inc. 401(k) Plan $263M · 2,369
- Premier 401(k) Plan $241M · 1,821
Performance Bankers, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside South Dakota, the nearest 401(k) by assets is Peak6 Group LLC 401(k) Ps Plan in IL ($101M); by covered participants it is College of American Pathologists Employee's Retirement and 401(k) Plan in IL (752 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Peak6 Group LLC 401(k) Ps Plan (IL) $101M · 347
- Samuel Merritt University 403(b) Plan (CA) $101M · 711
- Nan Ya Plastics Corporation, America Employees Savings Plan (NJ) $101M · 872
- Gs1 US 401(k) Profit Sharing Plan (NJ) $101M · 240
Similar participant headcount
Nearest other-state filings by covered participants (752 participants); asset peers above are excluded.
- College of American Pathologists Employee's Retirement and 401(k) Plan (IL) 752 · 0 off
- The Sphere Institute/Acumen LLC 401(k) Plan (CA) 752 · 0 off
- Noland Health Services 401(k) Plan (AL) 752 · 0 off
- Kulite Semiconductor Products, Inc. Employees' Profit Sharing and Salary Reduction Plan (NJ) 752 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.