401(k) · DOL Form 5500 · 2024

Pt Financial Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
360
Participants Below avg headcount
91st
Percentile by assets National rank
$300,864
Avg per participant High balance/head
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Official DOL plan name: Performance Trust Retirement Plan · Sponsored by Pt Financial Holdings, Inc. · Illinois · Finance & Insurance

$108M in assets, 360 participants

Pt Financial Holdings, Inc.'s Performance Trust Retirement Plan reported $108M in total assets and 360 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.

  • #7,345 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Performance Trust Retirement Plan covers 360 participants in Illinois, about 46% of the average Illinois filer (state average ~779 per filing). Assets: $108M.

#7,345
in Finance & Insurance (8,549 peers)
+22.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Performance Trust Retirement Plan's outsized position by total assets

Performance Trust Retirement Plan vs every filed plan by assets

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

$108,311,088 Top 9% higher than 91% 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 Trust Retirement 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 Trust Retirement Plan sits mid-pack in the medium band (360 participants).

Plan-year Form 5500 strip

Filing strip 853472855 · Pt Financial Holdings, Inc. PY 2024 · 401(k)

Performance Trust Retirement Plan · $108M · 360 · 91st

  • RANK $108M
  • PHOTO 360
  • IND 91st
  • EOY 401(k)
  • 5500 near SEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan
  • ASSETS ind #7345

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 Illinois →

Performance Trust Retirement Plan in the asset neighbourhood

Ichor Systems, Inc. Retirement Savings PlanIchor Systems, Inc. Retireme…$108MWenger Corporation Retirement Savings PlanWenger Corporation Retiremen…$108MRaising Cane's Retirement Savings PlanRaising Cane's Retirement Sa…$108MSEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) PlanSEIU Affiliates' Officers an…$108MPerformance Trust Retirement PlanPerformance Trust Retirement…$108M
End-of-year total assets ($M) among Performance Trust Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$108M
Net Income$20M
Employer EIN853472855
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pt Financial Holdings, Inc.)

Sponsor-wide plan assets over time

All Pt Financial Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$234M 139.1996937681825% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $98M $234M ▲ +139.2%
Year Plans Participants Total Assets
2022 1 272 $98M
2023 1 310 $119M
2024 2 683 $234M

Nearby 401(k) Plans in Illinois

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

Performance Trust Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Performance Trust Retirement Plan, Total assets ($B): 0.108311088 · Participants: 360Performance Trust Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Performance Trust Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Performance Trust Retirement Plan side-by-side with 3 peers →

Performance Trust Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is SEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan in DC ($108M); by covered participants it is Pipefitters Lu No. 195 Defined Contribution Plan in TX (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 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 Trust Retirement Plan assets move in 2024? ▼
Performance Trust Retirement Plan grew sharply - up 22.7% during 2024, from $88M to $108M. Reported net income was $20M.
How have Pt Financial Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pt Financial Holdings, Inc.'s sponsor-wide assets grew 139.2%, from $98M to $234M.
Where does Performance Trust Retirement Plan rank by assets among Form 5500 filers? ▼
Performance Trust Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Performance Trust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is SEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan in DC ($108M, 1,248 participants).
Which 401(k) plans cover a similar participant headcount to Performance Trust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pipefitters Lu No. 195 Defined Contribution Plan in TX (360 participants, $7M 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 853472855.

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.