401(k) · DOL Form 5500 · 2022
The Portland Group 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 249
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $97,331
- Avg per participant Below avg balance/head
Official DOL plan name: The Portland Group Savings and Retirement Plan · Sponsored by The Portland Group · Massachusetts · Wholesale Trade
$24M in assets, 249 participants
The Portland Group's The Portland Group Savings and Retirement Plan reported $24M in total assets and 249 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #5,399 in Wholesale Trade (6,843 peers)
Coverage in Massachusetts
The Portland Group Savings and Retirement Plan covers 249 participants in Massachusetts, about 38% of the average Massachusetts filer (state average ~659 per filing). Assets: $24M.
- #5,399
- in Wholesale Trade (6,843 peers)
- -17.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Portland Group Savings and Retirement Plan's outsized position by total assets
The Portland Group Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,235,468 Top 20% higher than 80% 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
The Portland Group Savings and 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. The Portland Group Savings and Retirement Plan sits mid-pack in the medium band (249 participants).
Form 5500 schedule snapshot
Filing strip 041592601 · The Portland Group PY 2022 · 401(k)
The Portland Group Savings and Retirement Plan · $24M · 249 · 80th
- BOOK $24M
- VS-ST 249
- BOY 80th
- SCH 401(k)
- EBSA near Premier B.H., Inc. 401(k) Plan
- PART ind #5399
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 Wholesale Trade retirement plans → · Plans in Massachusetts →
The Portland Group Savings and Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$5M |
| Employer EIN | 041592601 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Portland Group)
Sponsor-wide plan assets over time
All The Portland Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 18.12151100197446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 249 | $24M |
| 2023 | 1 | 274 | $29M |
| 2024 | 1 | 239 | $29M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
The Portland Group Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Premier B.H., Inc. 401(k) Plan in CA ($24M); by covered participants it is Craig Resources Inc. 401(k) Plan in KS (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.
- Craig Resources Inc. 401(k) Plan (KS) 249 · 0 off
- Millennium Rehab & Consulting Group, Inc. 401(k) Plan (IA) 249 · 0 off
- Orion Energy Systems, Inc. 401(k) Plan (WI) 249 · 0 off
- Nsc Global LLC 401(k) Profit Sharing Plan (OH) 249 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.