401(k) · DOL Form 5500 · 2024

Peregrine Group, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
63
Participants Small participant base
69th
Percentile by assets National rank
$302,588
Avg per participant High balance/head
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Official DOL plan name: Peregrine Group, LLC Retirement Plan · Sponsored by Peregrine Group, LLC · Texas · Finance & Insurance

$19M in assets, 63 participants

Peregrine Group, LLC's Peregrine Group, LLC Retirement Plan reported $19M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,621 in Finance & Insurance (8,549 peers)

2024 asset change

Peregrine Group, LLC Retirement Plan pulled back noticeably 9.1% in 2024 ($21M → $19M) for 63 participants.

#4,621
in Finance & Insurance (8,549 peers)
-9.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peregrine Group, LLC Retirement Plan's outsized position by total assets

Peregrine Group, LLC Retirement Plan vs every filed plan by assets

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

$19,063,056 Top 31% higher than 69% 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

Peregrine Group, LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peregrine Group, LLC Retirement Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peregrine Group, LLC Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Peregrine Group, LLC Retirement Plan reported participants fell from 72 in the plan year 2023 filing to 63 in the plan year 2024 filing.
  • Peregrine Group, LLC Retirement Plan end-of-year assets fell from $21M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 262060561 · Peregrine Group, LLC PY 2024 · 401(k)

Peregrine Group, LLC Retirement Plan · $19M · 63 · 69th

  • PHOTO $19M
  • IND 63
  • EOY 69th
  • 5500 401(k)
  • ASSETS near Mikel, Inc. 401(k) Plan
  • PCT ind #4621

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 Texas →

Peregrine Group, LLC Retirement Plan in the asset neighbourhood

Carroll County Memorial Hospital Employees 401(k) Plan & TrustCarroll County Memorial Hosp…$19MPeregrine Group, LLC Retirement PlanPeregrine Group, LLC Retirem…$19MMikel, Inc. 401(k) Plan$19MBremer Whyte Brown & Omeara Ll 401(k) Profit Sharing Plan & TrustBremer Whyte Brown & Omeara …$19MForge Global 401(k) Plan$19M
End-of-year total assets ($M) among Peregrine Group, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Peregrine Group, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Peregrine Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 2.0668242079742534% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $19.5M $19.1M ▼ -2.1%
Year Plans Participants Total Assets
2022 1 89 $19M
2023 1 72 $21M
2024 1 63 $19M

2024 asset-move particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN262060561
Plan Effective Date2008-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Peregrine Group, LLC Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Peregrine Group, LLC Retirement Plan, Total assets ($B): 0.019063056 · Participants: 63Peregrine Group, LLC Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Peregrine Group, LLC Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Peregrine Group, LLC Retirement Plan side-by-side with 3 peers →

Peregrine Group, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mikel, Inc. 401(k) Plan in RI ($19M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Peregrine Group, LLC Retirement Plan assets move in 2024? ▼
Peregrine Group, LLC Retirement Plan pulled back noticeably - down 9.1% during 2024, from $21M to $19M. Reported net income was -$2M.
How have Peregrine Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peregrine Group, LLC's sponsor-wide assets declined 2.1%, from $19M to $19M.
Which 401(k) plans are similar in size to Peregrine Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mikel, Inc. 401(k) Plan in RI ($19M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Peregrine Group, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants, $678K 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 262060561.

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.