401(k) · DOL Form 5500 · 2022
Porter Burgess Company 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $144,487
- Avg per participant Above avg balance/head
Official DOL plan name: Porter Burgess Company Thrift and Savings Plan · Sponsored by Porter Burgess Company · Texas · Manufacturing
$9M in assets, 60 participants
Porter Burgess Company's Porter Burgess Company Thrift and Savings Plan reported $9M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #9,971 in Manufacturing (20,602 peers)
2022 asset change
Porter Burgess Company Thrift and Savings Plan pulled back noticeably 13.7% in 2022 ($10M → $9M) for 60 participants.
- #9,971
- in Manufacturing (20,602 peers)
- -13.7%
- 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.
Porter Burgess Company Thrift and Savings Plan's mid-pack asset rank among Manufacturing and all filers
Porter Burgess Company Thrift and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,669,237 Top 38% higher than 62% 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
Porter Burgess Company Thrift and Savings 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. Porter Burgess Company Thrift and Savings Plan is a small filing (60 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 750995208 · Porter Burgess Company PY 2022 · 401(k)
Porter Burgess Company Thrift and Savings Plan · $9M · 60 · 62nd
- RANK $9M
- RANK 60
- RANK 62nd
- RANK 401(k)
- RANK near Chardam Gear Company, Inc. 401(k) Plan
- RANK ind #9971
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 Manufacturing retirement plans → · Plans in Texas →
Porter Burgess Company Thrift and Savings Plan in the asset neighbourhood
Porter Burgess Company years around the 2022 move
Sponsor-wide plan assets over time
All Porter Burgess Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 0.5879986900807995% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 60 | $9M |
| 2023 | 1 | 62 | $8M |
| 2024 | 1 | 62 | $9M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 750995208 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Porter Burgess Company Thrift and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Chardam Gear Company, Inc. 401(k) Plan in MI ($9M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Matson Money, Inc. Savings and Retirement Plan (OH) 60 · 0 off
- Bill Gillespie Electric, Inc. (PA) 60 · 0 off
- Visual Systems Group, Inc. 401(k) Savings Plan (VA) 60 · 0 off
- Savant Learning Systems, Inc. 401(k) Plan (TN) 60 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.