401(k) · DOL Form 5500 · 2023

Performek Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Performek Inc. 401(k) Plan · Sponsored by Performek Inc. · California · Professional & Technical Services

$2M in assets, 1 participants

Performek Inc.'s Performek Inc. 401(k) Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,310 in Professional & Technical Services (20,321 peers)

Performek Inc. multi-year trail

Performek Inc.'s plans moved +41.8% in assets from 2022 to 2024; this filing shows Performek Inc. 401(k) Plan at $2M / 1 participant.

#5,310
in Professional & Technical Services (20,321 peers)
+7.2%
assets growth YoY

Performek Inc. 401(k) Plan among the smaller filed plans by assets

Performek Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,964,629 30th percentile higher than 30% of 127,068 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 2023

Performek Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Performek Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Performek Inc. 401(k) Plan reported net income fell from $2M in the plan year 2022 filing to $132K in the plan year 2023 filing.
  • Performek Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820863177 · Performek Inc. PY 2023 · 401(k)

Performek Inc. 401(k) Plan · $2M · 1 · 30th

  • 5500 $2M
  • 5500 1
  • 5500 30th
  • 5500 401(k)
  • 5500 near Palmieri Holdings Inc. Profit Sharing Plan
  • 5500 ind #5310

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 California →

Performek Inc. 401(k) Plan in the asset neighbourhood

Performek Inc. 401(k) Plan$2MPalmieri Holdings Inc. Profit Sharing PlanPalmieri Holdings Inc. Profi…$2MJordan Machine Co, Inc 401(k) Profit Sharing PlanJordan Machine Co, Inc 401(k…$2MBrothers II Business Machines of L.I., Inc. 401(k) Profit Sharing PlanBrothers II Business Machine…$2MMrm Sales Inc 401(k) Profit Sharing Plan & TrustMrm Sales Inc 401(k) Profit …$2M
End-of-year total assets ($M) among Performek Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Performek Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Performek Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.78676380305325% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.83M $2.6M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 2 2 $3M

Performek Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$132K
Employer EIN820863177
Plan Effective Date2017-03-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Performek Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Performek Inc. 401(k) Plan, Total assets ($B): 0.001964629 · Participants: 1Performek Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Performek Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Performek Inc. 401(k) Plan side-by-side with 3 peers →

Performek Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Palmieri Holdings Inc. Profit Sharing Plan in PA ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Performek Inc. 401(k) Plan assets move in 2023? ▼
Performek Inc. 401(k) Plan grew at a solid clip - up 7.2% during 2023, from $2M to $2M. Reported net income was $132K.
How have Performek Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performek Inc.'s sponsor-wide assets grew 41.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Performek Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Palmieri Holdings Inc. Profit Sharing Plan in PA ($2M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Performek Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820863177.

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.