Profit Sharing · DOL Form 5500 · 2022

Portilla Enterprises Inc. Profit Sharing Plan

Data updated 2026-08-25

$224K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$74,582
Avg per participant Below avg balance/head
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Official DOL plan name: Portilla Enterprises Inc. Retirement Plan · Sponsored by Portilla Enterprises Inc. · Georgia · Retail Trade

$224K in assets, 3 participants

Portilla Enterprises Inc.'s Portilla Enterprises Inc. Retirement Plan reported $224K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,651 in Retail Trade (9,519 peers)

What the 2022 filing shows

Portilla Enterprises Inc. Retirement Plan holds $224K for 3 participants - about $74,582 per participant, among the smaller plans by assets on file.

#1,651
in Retail Trade (9,519 peers)
+1.7%
assets growth YoY

Portilla Enterprises Inc. Retirement Plan among the smaller filed plans by assets

Portilla Enterprises Inc. Retirement Plan vs every filed plan by assets

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

$223,747 11th percentile higher than 11% 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

Portilla Enterprises Inc. Retirement 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. Portilla Enterprises Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 472770705 · Portilla Enterprises Inc. PY 2022 · Profit Sharing

Portilla Enterprises Inc. Retirement Plan · $224K · 3 · 11th

  • NET $224K
  • BOOK 3
  • VS-ST 11th
  • BOY Profit Sharing
  • SCH near Joliet Oral Surgeons Profit-Sharing Plan and Trust
  • EBSA ind #1651

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 Retail Trade retirement plans → · Plans in Georgia →

Portilla Enterprises Inc. Retirement Plan in the asset neighbourhood

Portilla Enterprises Inc. Retirement PlanPortilla Enterprises Inc. Re…$224KJoliet Oral Surgeons Profit-Sharing Plan and TrustJoliet Oral Surgeons Profit-…$224KSk Mac Enterprises Inc. Retirement PlanSk Mac Enterprises Inc. Reti…$224KCb Retirement Plan$224KGalaxy of New York 401(k) Savings PlanGalaxy of New York 401(k) Sa…$224K
End-of-year total assets ($M) among Portilla Enterprises Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$220K
Net Assets (End of Year)$224K
Net Income$4K
Employer EIN472770705
Plan Effective Date2015-01-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Portilla Enterprises Inc.)

Sponsor-wide plan assets over time

All Portilla Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.22M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $224K
2023 1 2 $216K
2024 2 4 N/A

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Portilla Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Portilla Enterprises Inc. Retirement Plan, Total assets ($B): 0.000223747 · Participants: 3Portilla Enterprises Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 4.223392883 · Participants: 18872Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.067818113 · Participants: 21075Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.700061306 · Participants: 2621The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.287686808 · Participants: 11691Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.154098726 · Participants: 2400Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Portilla Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Portilla Enterprises Inc. Retirement Plan side-by-side with 3 peers →

Portilla Enterprises Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Joliet Oral Surgeons Profit-Sharing Plan and Trust in IL ($224K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($224K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Portilla Enterprises Inc. Retirement Plan assets move in 2022? ▼
Portilla Enterprises Inc. Retirement Plan edged up modestly - up 1.7% during 2022, from $220K to $224K. Reported net income was $4K.
Where does Portilla Enterprises Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Portilla Enterprises Inc. Retirement Plan ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Portilla Enterprises Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Joliet Oral Surgeons Profit-Sharing Plan and Trust in IL ($224K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Portilla Enterprises Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 472770705.

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.