401(k) · DOL Form 5500 · 2022
The Portfolio Strategy Group, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $413,891
- Avg per participant High balance/head
Official DOL plan name: The Portfolio Strategy Group, LLC Profit Sharing Plan · Sponsored by The Portfolio Strategy Group, LLC · New York · Finance & Insurance
$5M in assets, 11 participants
The Portfolio Strategy Group, LLC's The Portfolio Strategy Group, LLC Profit Sharing Plan reported $5M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #3,131 in Finance & Insurance (9,261 peers)
The Portfolio Strategy Group, LLC multi-year trail
The Portfolio Strategy Group, LLC's plans moved +30.7% in assets from 2022 to 2024; this filing shows The Portfolio Strategy Group, LLC Profit Sharing Plan at $5M / 11 participants.
- #3,131
- in Finance & Insurance (9,261 peers)
- -9.5%
- assets change YoY
The plan reported a net loss of $478K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Portfolio Strategy Group, LLC Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
The Portfolio Strategy Group, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,552,806 49th percentile higher than 49% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Portfolio Strategy Group, LLC Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Portfolio Strategy Group, LLC Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 461533654 · The Portfolio Strategy Group, LLC PY 2022 · 401(k)
The Portfolio Strategy Group, LLC Profit Sharing Plan · $5M · 11 · 49th
- PART $5M
- TYPE 11
- NET 49th
- BOOK 401(k)
- VS-ST near Center for Dental Health, Inc. 401(k) Plan
- BOY ind #3131
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 Finance & Insurance retirement plans → · Plans in New York →
The Portfolio Strategy Group, LLC Profit Sharing Plan in the asset neighbourhood
The Portfolio Strategy Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All The Portfolio Strategy Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 30.730586807344746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $5M |
| 2023 | 1 | 10 | $5M |
| 2024 | 1 | 9 | $6M |
The Portfolio Strategy Group, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$478K |
| Employer EIN | 461533654 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
The Portfolio Strategy Group, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Center for Dental Health, Inc. 401(k) Plan in OH ($5M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 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 (11 participants); asset peers above are excluded.
- Oceanside Car Wash Inc Profit Sharing Plan (CA) 11 · 0 off
- The Princeton Club of New York, Inc. 401(k) Plan (MA) 11 · 0 off
- Rhg Profit Sharing Plan (GA) 11 · 0 off
- Thrive Wealth Management, LLC 401(k) Plan (PA) 11 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.