401(k) · DOL Form 5500 · 2022
Outlier, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 241
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $12,141
- Avg per participant Low balance/head
Official DOL plan name: Portfolio Retirement Plan · Sponsored by Outlier, LLC · Arizona · Healthcare & Social Assistance
$3M in assets, 241 participants
Outlier, LLC's Portfolio Retirement Plan reported $3M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #8,687 in Healthcare & Social Assistance (20,060 peers)
Coverage in Arizona
Portfolio Retirement Plan covers 241 participants in Arizona, about 43% of the average Arizona filer (state average ~564 per filing). Assets: $3M.
- #8,687
- in Healthcare & Social Assistance (20,060 peers)
- +15.8%
- assets growth YoY
Portfolio Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Portfolio Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,926,064 40th percentile higher than 40% 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
Portfolio Retirement 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. Portfolio Retirement Plan sits mid-pack in the medium band (241 participants).
Plan-year Form 5500 strip
Filing strip 824000840 · Outlier, LLC PY 2022 · 401(k)
Portfolio Retirement Plan · $3M · 241 · 40th
- NET $3M
- BOOK 241
- VS-ST 40th
- BOY 401(k)
- SCH near Ro Health 401(k) Plan
- EBSA ind #8687
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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Portfolio Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $400K |
| Employer EIN | 824000840 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Outlier, LLC)
Sponsor-wide plan assets over time
All Outlier, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 114.01244128631501% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 241 | $3M |
| 2023 | 1 | 274 | $5M |
| 2024 | 1 | 396 | $6M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Portfolio Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Ro Health 401(k) Plan in WA ($3M); by covered participants it is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.
- Coastal Management Solutions 401(k) Profit Sharing Plan & Tru (VA) 241 · 0 off
- Lighthouse Hr Services,LLC 401(k) Plan (FL) 241 · 0 off
- Basx LLC 401(k) Profit Sharing Plan and Trust (OR) 241 · 0 off
- Intone Networks 401(k) Plan (NJ) 241 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.