401(k) · DOL Form 5500 · 2022

Bortner Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
45
Participants Small participant base
52nd
Percentile by assets National rank
$118,262
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bortner Brothers, Inc. 401(k) Profit Sharing Plan · Sponsored by Bortner Brothers, Inc. · Pennsylvania · Construction

$5M in assets, 45 participants

Bortner Brothers, Inc.'s Bortner Brothers, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,066 in Construction (9,927 peers)

Bortner Brothers, Inc. multi-year trail

Bortner Brothers, Inc.'s plans moved +16.7% in assets from 2022 to 2024; this filing shows Bortner Brothers, Inc. 401(k) Profit Sharing Plan at $5M / 45 participants.

#5,066
in Construction (9,927 peers)
-17.2%
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.

Bortner Brothers, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Bortner Brothers, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,321,792 Top 48% higher than 52% 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

Bortner Brothers, Inc. 401(k) Profit Sharing 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. Bortner Brothers, Inc. 401(k) Profit Sharing Plan is a small filing (45 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 231658949 · Bortner Brothers, Inc. PY 2022 · 401(k)

Bortner Brothers, Inc. 401(k) Profit Sharing Plan · $5M · 45 · 52nd

  • PART $5M
  • TYPE 45
  • NET 52nd
  • BOOK 401(k)
  • VS-ST near Callpod, Inc. 401(k) Plan
  • BOY ind #5066

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 Construction retirement plans → · Plans in Pennsylvania →

Bortner Brothers, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bortner Brothers, Inc. 401(k) Profit Sharing PlanBortner Brothers, Inc. 401(k…$5MCallpod, Inc. 401(k) Plan$5MAllergy, Asthma, & Sinus Center, P.C. Profit Sharing & Trust PlanAllergy, Asthma, & Sinus Cen…$5MUnited Home Care Services, Inc. 401(k) PlanUnited Home Care Services, I…$5MEnvironmental Science U.S. Inc. 401(k) PlanEnvironmental Science U.S. I…$5M
End-of-year total assets ($M) among Bortner Brothers, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bortner Brothers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bortner Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.70390349716787% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.32M $6.21M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 45 $5M
2023 1 47 $5M
2024 1 43 $6M

Bortner Brothers, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN231658949
Plan Effective Date1977-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Bortner Brothers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Bortner Brothers, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005321792 · Participants: 45Bortner Brothers, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Bortner Brothers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Bortner Brothers, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bortner Brothers, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Callpod, Inc. 401(k) Plan in IL ($5M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Bortner Brothers, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Bortner Brothers, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.2% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Bortner Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bortner Brothers, Inc.'s sponsor-wide assets grew 16.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Bortner Brothers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Callpod, Inc. 401(k) Plan in IL ($5M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Bortner Brothers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants, $1M 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 231658949.

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.