401(k) · DOL Form 5500 · 2022

Portzen Construction, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
132
Participants Small participant base
52nd
Percentile by assets National rank
$41,432
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Portzen Construction, Inc. 401(k) Plan · Sponsored by Portzen Construction, Inc. · Iowa · Construction

$5M in assets, 132 participants

Portzen Construction, Inc.'s Portzen Construction, Inc. 401(k) Plan reported $5M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,134 in Construction (9,927 peers)

Coverage in Iowa

Portzen Construction, Inc. 401(k) Plan covers 132 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $5M.

#5,134
in Construction (9,927 peers)
-16.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Portzen Construction, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Portzen Construction, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,469,037 Top 48% higher than 52% of 139,123 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 2022

Portzen Construction, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portzen Construction, Inc. 401(k) Plan sits mid-pack in the medium band (132 participants).

Plan-year Form 5500 strip

Filing strip 421333459 · Portzen Construction, Inc. PY 2022 · 401(k)

Portzen Construction, Inc. 401(k) Plan · $5M · 132 · 52nd

  • TYPE $5M
  • TYPE 132
  • TYPE 52nd
  • TYPE 401(k)
  • TYPE near Protect Controls, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #5134

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 Construction retirement plans → · Plans in Iowa →

Portzen Construction, Inc. 401(k) Plan in the asset neighbourhood

Portzen Construction, Inc. 401(k) PlanPortzen Construction, Inc. 4…$5MProtect Controls, Inc. 401(k) Profit Sharing PlanProtect Controls, Inc. 401(k…$5MFlatiron School LLC 401(k) PlanFlatiron School LLC 401(k) P…$5MPresidio Employee Co LLC 401(k) PlanPresidio Employee Co LLC 401…$5MPresidio Employee Co LLC 401(k) PlanPresidio Employee Co LLC 401…$5M
End-of-year total assets ($M) among Portzen Construction, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN421333459
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Portzen Construction, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Portzen Construction, Inc. 401(k) Plan, Total assets ($B): 0.005469037 · Participants: 132Portzen Construction, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Portzen Construction, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Portzen Construction, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Protect Controls, Inc. 401(k) Profit Sharing Plan in TX ($5M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Portzen Construction, Inc. 401(k) Plan assets move in 2022? ▼
Portzen Construction, Inc. 401(k) Plan declined sharply - down 16.9% during 2022, from $7M to $5M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Portzen Construction, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Protect Controls, Inc. 401(k) Profit Sharing Plan in TX ($5M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Portzen Construction, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421333459.

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.