401(k) · DOL Form 5500 · 2022
Porterfield Investments Inc. 401(k) Plan
Data updated 2026-08-25
- $477K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $238,601
- Avg per participant Above avg balance/head
Official DOL plan name: Porterfield Investment Plan · Sponsored by Porterfield Investments Inc. · Oregon · Food Services & Accommodation
$477K in assets, 2 participants
Porterfield Investments Inc.'s Porterfield Investment Plan reported $477K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.
- #2,071 in Food Services & Accommodation (4,592 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Porterfield Investment Plan ranks #2,071 of 4,592 2022 filers by assets (4100% of the sector average)-$477K for 2 participants.
- #2,071
- in Food Services & Accommodation (4,592 peers)
- +30.5%
- assets growth YoY
Porterfield Investment Plan among the smaller filed plans by assets
Porterfield Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$477,202 18th percentile higher than 18% 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
Porterfield Investment Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Porterfield Investment Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 812710687 · Porterfield Investments Inc. PY 2022 · 401(k)
Porterfield Investment Plan · $477K · 2 · 18th
- PART $477K
- PART 2
- PART 18th
- PART 401(k)
- PART near Family Medicine Partners of Santa Fe Retirement Plan
- PART ind #2071
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 Food Services & Accommodation retirement plans → · Plans in Oregon →
Porterfield Investment Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $366K |
|---|---|
| Net Assets (End of Year) | $477K |
| Net Income | $112K |
| Employer EIN | 812710687 |
| Plan Effective Date | 2016-05-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Porterfield Investments Inc.)
Sponsor-wide plan assets over time
All Porterfield Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $594K 24.502202421616005% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $477K |
| 2023 | 1 | 2 | $588K |
| 2024 | 1 | 8 | $594K |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Porterfield Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Family Medicine Partners of Santa Fe Retirement Plan in NM ($477K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($477K here).
- Family Medicine Partners of Santa Fe Retirement Plan (NM) $477K · 9
- Paradigm Malibu 401(k) Plan (CA) $477K · 139
- Suspension Services, Inc. 401(k) Plan (AZ) $477K · 4
- Advantage Title LLC 401(k) Plan (MS) $477K · 127
Similar participant headcount
Nearest other-state filings by covered participants (2 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.