401(k) · DOL Form 5500 · 2024

Perform (Cb), LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
84
Participants Small participant base
63rd
Percentile by assets National rank
$167,983
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Perform (Cb), LLC 401(k) · Sponsored by Perform (Cb), LLC · Florida · Professional & Technical Services

$14M in assets, 84 participants

Perform (Cb), LLC's Perform (Cb), LLC 401(k) reported $14M in total assets and 84 participants in its 2024 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.

  • #12,534 in Professional & Technical Services (20,173 peers)

Perform (Cb), LLC multi-year trail

Perform (Cb), LLC's plans moved +45.2% in assets from 2022 to 2024; this filing shows Perform (Cb), LLC 401(k) at $14M / 84 participants.

#12,534
in Professional & Technical Services (20,173 peers)
+13.1%
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 2024 · DOL Form 5500

$14,110,533 Top 37% higher than 63% 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

Perform (Cb), LLC 401(k) among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perform (Cb), LLC 401(k) is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Perform (Cb), LLC 401(k) reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Perform (Cb), LLC 401(k) reported participants fell from 105 in the plan year 2023 filing to 84 in the plan year 2024 filing.
  • Perform (Cb), LLC 401(k) end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 300585674 · Perform (Cb), LLC PY 2024 · 401(k)

Perform (Cb), LLC 401(k) · $14M · 84 · 63rd

  • RANK $14M
  • PHOTO 84
  • IND 63rd
  • EOY 401(k)
  • 5500 near Symphony Talent 401(k) Savings Retirement Plan
  • ASSETS ind #12534

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)$14MSymphony Talent 401(k) Savings Retirement PlanSymphony Talent 401(k) Savin…$14MCetecom Inc. 401(k) Plan$14MThomas, Head & Greisen Employees Savings TrustThomas, Head & Greisen Emplo…$14MCapital City Fruit Employer Profit Sharing PlanCapital City Fruit Employer …$14M
End-of-year total assets ($M) among Perform (Cb), LLC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Perform (Cb), LLC multi-year asset trail

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

Perform (Cb), LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN300585674
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

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): 0.014110533 · Participants: 84Perform (Cb), LLC 401(k)L3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings 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 Symphony Talent 401(k) Savings Retirement Plan in NY ($14M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

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 Perform (Cb), LLC 401(k) assets move in 2024? ▼
Perform (Cb), LLC 401(k) grew at a solid clip - up 13.1% during 2024, from $12M to $14M. Reported net income was $2M.
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 Symphony Talent 401(k) Savings Retirement Plan in NY ($14M, 141 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 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 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.