401(k) · DOL Form 5500 · 2024

Performance Health Supply LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
908
Participants Near avg headcount
85th
Percentile by assets National rank
$60,906
Avg per participant Low balance/head
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Official DOL plan name: Performance Health 401(k) Plan · Sponsored by Performance Health Supply LLC · Illinois · Wholesale Trade

$55M in assets, 908 participants

Performance Health Supply LLC's Performance Health 401(k) Plan reported $55M in total assets and 908 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,264 in Wholesale Trade (6,080 peers)

Where Performance Health 401(k) Plan sits by assets

Performance Health 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 908 participants (~$60,906/participant), up 7.4% in 2024.

#5,264
in Wholesale Trade (6,080 peers)
+7.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Performance Health 401(k) Plan's outsized position by total assets

Performance Health 401(k) Plan vs every filed plan by assets

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

$55,302,581 Top 15% higher than 85% 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 Health 401(k) 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 Health 401(k) Plan sits mid-pack in the medium band (908 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Performance Health 401(k) Plan reported participants rose from 664 in the plan year 2023 filing to 908 in the plan year 2024 filing.
  • Performance Health 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Performance Health 401(k) Plan end-of-year assets rose from $51M in the plan year 2023 filing to $55M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 204590834 · Performance Health Supply LLC PY 2024 · 401(k)

Performance Health 401(k) Plan · $55M · 908 · 85th

  • ASSETS $55M
  • ASSETS 908
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Delta Dental of Rhode Island 401(k) Profit Sharing Plan
  • ASSETS ind #5264

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 Wholesale Trade retirement plans → · Plans in Illinois →

Performance Health 401(k) Plan in the asset neighbourhood

Hospitalists Now, Inc. 401(k) PlanHospitalists Now, Inc. 401(k…$55MPerformance Health 401(k) PlanPerformance Health 401(k) Pl…$55MDelta Dental of Rhode Island 401(k) Profit Sharing PlanDelta Dental of Rhode Island…$55MImpossible Foods 401(k) Plan$55MHeadington Companies, LLC$55M
End-of-year total assets ($M) among Performance Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$55M
Net Income$4M
Employer EIN204590834
Plan Effective Date2015-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Performance Health Supply LLC)

Sponsor-wide plan assets over time

All Performance Health Supply LLC plans reported in each filing year

Latest sponsor-wide plan assets
$55M 20.624211412398008% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.9M $55.3M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 680 $46M
2023 1 664 $51M
2024 1 908 $55M

Nearby 401(k) Plans in Illinois

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

Performance Health 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Performance Health 401(k) Plan, Total assets ($B): 0.055302581 · Participants: 908Performance Health 401(k) 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 Health 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Outside Illinois, the nearest 401(k) by assets is Delta Dental of Rhode Island 401(k) Profit Sharing Plan in RI ($55M); by covered participants it is Jackson Furniture Industries, Inc Retirement Plan in TN (908 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (908 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 Health 401(k) Plan assets move in 2024?
Performance Health 401(k) Plan grew at a solid clip - up 7.4% during 2024, from $51M to $55M. Reported net income was $4M.
How have Performance Health Supply LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Performance Health Supply LLC's sponsor-wide assets grew 20.6%, from $46M to $55M.
Where does Performance Health 401(k) Plan rank by assets among Form 5500 filers?
Performance Health 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Performance Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Delta Dental of Rhode Island 401(k) Profit Sharing Plan in RI ($55M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Performance Health 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Jackson Furniture Industries, Inc Retirement Plan in TN (908 participants, $5M in assets).