401(k) · DOL Form 5500 · 2024

Performance Technology Partner 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
84
Participants Small participant base
61st
Percentile by assets National rank
$149,108
Avg per participant Above avg balance/head
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Official DOL plan name: Performance Technology Partner 401(k) Profit Sharing Plan & Trust · Sponsored by Performance Technology Partner · California · Professional & Technical Services

$13M in assets, 84 participants

Performance Technology Partner's Performance Technology Partner 401(k) Profit Sharing Plan & Trust reported $13M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,956 in Professional & Technical Services (20,173 peers)

Performance Technology Partner multi-year trail

Performance Technology Partner's plans moved +66.7% in assets from 2022 to 2024; this filing shows Performance Technology Partner 401(k) Profit Sharing Plan & Trust at $13M / 84 participants.

#11,956
in Professional & Technical Services (20,173 peers)
+26.4%
assets growth YoY

Performance Technology Partner 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Performance Technology Partner 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,525,074 Top 39% higher than 61% of 123,620 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 2024

Performance Technology Partner 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Performance Technology Partner 401(k) Profit Sharing Plan & Trust is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Performance Technology Partner 401(k) Profit Sharing Plan & Trust reported net income rose from -$832K in the plan year 2022 filing to $3M in the plan year 2024 filing.
  • Performance Technology Partner 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $13M in the plan year 2024 filing.
  • Performance Technology Partner 401(k) Profit Sharing Plan & Trust reported participants rose from 73 in the plan year 2022 filing to 84 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 731699506 · Performance Technology Partner PY 2024 · 401(k)

Performance Technology Partner 401(k) Profit Sharing Plan & Trust · $13M · 84 · 61st

  • TYPE $13M
  • NET 84
  • BOOK 61st
  • VS-ST 401(k)
  • BOY near Brown Stove Works, Inc. 401(k) Plan
  • SCH ind #11956

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 California →

Performance Technology Partner 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Performance Technology Partner 401(k) Profit Sharing Plan & TrustPerformance Technology Partn…$13MHarnish Auto Family Retirement PlanHarnish Auto Family Retireme…$13MBrown Stove Works, Inc. 401(k) PlanBrown Stove Works, Inc. 401(…$13MSolari, Inc. 401(k) Plan$13MThe Levy Group, Inc. 401(k) PlanThe Levy Group, Inc. 401(k) …$13M
End-of-year total assets ($M) among Performance Technology Partner 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Performance Technology Partner multi-year asset trail

Sponsor-wide plan assets over time

All Performance Technology Partner plans reported in each filing year

Latest sponsor-wide plan assets
$13M 66.65547653271904% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 20222024 $7.52M $12.5M ▲ +66.6%
Year Plans Participants Total Assets
2022 1 73 $8M
2024 1 84 $13M

Performance Technology Partner filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN731699506
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Performance Technology Partner 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Performance Technology Partner 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.012525074 · Participants: 84Performance Technology Partner 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Performance Technology Partner 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Performance Technology Partner 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Performance Technology Partner 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Brown Stove Works, Inc. 401(k) Plan in TN ($13M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Performance Technology Partner 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Performance Technology Partner 401(k) Profit Sharing Plan & Trust grew sharply - up 26.4% during 2024, from $10M to $13M. Reported net income was $3M.
How have Performance Technology Partner plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Performance Technology Partner's sponsor-wide assets grew 66.7%, from $8M to $13M.
Which 401(k) plans are similar in size to Performance Technology Partner 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Brown Stove Works, Inc. 401(k) Plan in TN ($13M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Performance Technology Partner 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731699506.

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.