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
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
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.
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $4M |
| Employer EIN | 204590834 |
| Plan Effective Date | 2015-12-15 |
| Filing Status | FILING 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
| 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.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
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).
- Delta Dental of Rhode Island 401(k) Profit Sharing Plan (RI) $55M · 121
- Impossible Foods 401(k) Plan (CA) $55M · 492
- Headington Companies, LLC (TX) $55M · 222
- Hospitalists Now, Inc. 401(k) Plan (TX) $55M · 355
Similar participant headcount
Nearest other-state filings by covered participants (908 participants); asset peers above are excluded.
- Jackson Furniture Industries, Inc Retirement Plan (TN) 908 · 0 off
- Heritage Hr LLC 401(k) Profit Sharing Plan (NE) 908 · 0 off
- Univ of Wi Cu Retirement Savings Plan and Trust (WI) 908 · 0 off
- Alkami Technology, Inc. 401(k) Plan (TX) 908 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.