401(k) · DOL Form 5500 · 2022

Fred Porter & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
42nd
Percentile by assets National rank
$363,645
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Porter & Associates 401(k) Profit Sharing Plan · Sponsored by Fred Porter & Associates, Inc. · California · Professional & Technical Services

$3M in assets, 9 participants

Fred Porter & Associates, Inc.'s Porter & Associates 401(k) Profit Sharing Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,483 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Porter & Associates 401(k) Profit Sharing Plan holds $3M for 9 participants - about $363,645 per participant, in the lower half of filed plans by assets.

#8,483
in Professional & Technical Services (21,562 peers)
-5.9%
assets change YoY

The plan reported a net loss of $206K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Porter & Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Porter & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,272,804 42nd percentile higher than 42% 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

Porter & Associates 401(k) Profit Sharing 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. Porter & Associates 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 260515371 · Fred Porter & Associates, Inc. PY 2022 · 401(k)

Porter & Associates 401(k) Profit Sharing Plan · $3M · 9 · 42nd

  • NET $3M
  • BOOK 9
  • VS-ST 42nd
  • BOY 401(k)
  • SCH near Outdoor Adventures, Inc. 401(k) Plan
  • EBSA ind #8483

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 Professional & Technical Services retirement plans → · Plans in California →

Porter & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Porter & Associates 401(k) Profit Sharing PlanPorter & Associates 401(k) P…$3MOutdoor Adventures, Inc. 401(k) PlanOutdoor Adventures, Inc. 401…$3MDinklage Feed Yard, Inc. 401(k) Profit Sharing PlanDinklage Feed Yard, Inc. 401…$3MM&m Service Station Equipment Specialist, Inc. 401(k) Retirement PlanM&m Service Station Equipmen…$3MLogistics Resources, Inc. 401(k) Profit Sharing Plan and TrustLogistics Resources, Inc. 40…$3M
End-of-year total assets ($M) among Porter & Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$206K
Employer EIN260515371
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fred Porter & Associates, Inc.)

Sponsor-wide plan assets over time

All Fred Porter & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.819414789275496% vs 2022
2023 filing year
$3.1M$3.15M$3.2M$3.25M$3.3M 20222023 $3.27M $3.12M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 11 $3M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Porter & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Porter & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.003272804 · Participants: 9Porter & Associates 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Porter & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Porter & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Porter & Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Outdoor Adventures, Inc. 401(k) Plan in MI ($3M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Porter & Associates 401(k) Profit Sharing Plan assets move in 2022? ▼
Porter & Associates 401(k) Profit Sharing Plan pulled back noticeably - down 5.9% during 2022, from $3M to $3M. Reported net income was -$206K.
How have Fred Porter & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Fred Porter & Associates, Inc.'s sponsor-wide assets declined 4.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Porter & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Outdoor Adventures, Inc. 401(k) Plan in MI ($3M, 411 participants).
Which 401(k) plans cover a similar participant headcount to Porter & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 260515371.

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.