Plan5500

Performance Services, Inc. Thrift Plan — Form 5500 plan (Performance Services, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Performance Services, Inc. Thrift Plan is a benefit plan reported by Performance Services, Inc. under EIN 35-2047928 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $40,795,684 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$40.8MPlan net assets, end of year$40,795,684
Participants284Covered participants reported
Assets / participant$143.6KComputed: assets ÷ participants$143,647 (computed)
Provider compensation$103.3K3 Schedule C provider row(s)$103,308
Plan sponsor
Performance Services, Inc.
EIN
35-2047928
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    284 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$40.8M total assets
Net assets$40.8MLiabilities$0
Money in vs. money out
Total income / additions$11.5M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$1.1M
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$40,795,684
Total liabilities (EOY)
$0
Net assets (EOY)
$40,795,684
Net assets (BOY)
$31,427,254

Income & contributions

Employer contributions
$1,074,694
Participant contributions
$2,819,917
Total contributions
$5,461,834
Total income / additions
$11,489,302

Expenses & distributions

Benefits paid
$2,023,446
Administrative expenses
$97,426
Total expenses
$2,120,872
Net increase / (decrease)
$9,368,430
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Voya Retirement Insurance & Annuity$91.3K
    SERVICE PROVIDER · Direct $91.3K · Indirect $0
  2. 2
    Morningstar Investment Management$6.1K
    SERVICE PROVIDER · Direct $6.1K · Indirect $0
  3. 3
    Morningstar$5.9K
    SERVICE PROVIDER · Direct $0 · Indirect $5.9K

What to inspect next

Frequently asked questions

Who sponsors the Performance Services, Inc. Thrift Plan?
Performance Services, Inc. Thrift Plan is reported as sponsored by Performance Services, Inc. (EIN 35-2047928, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Performance Services, Inc. Thrift Plan?
The latest Form 5500 filing year loaded for Performance Services, Inc. Thrift Plan is 2023.
How many participants does Performance Services, Inc. Thrift Plan report?
Performance Services, Inc. Thrift Plan reports 284 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Performance Services, Inc. Thrift Plan?
Performance Services, Inc. Thrift Plan reports $40,795,684 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages