401(k) · DOL Form 5500 · 2022

Portmeirion Group USA, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
42
Participants Small participant base
45th
Percentile by assets National rank
$91,951
Avg per participant Below avg balance/head
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Official DOL plan name: Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Portmeirion Group USA, Inc. · Connecticut · Wholesale Trade

$4M in assets, 42 participants

Portmeirion Group USA, Inc.'s Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,240 in Wholesale Trade (6,843 peers)

Portmeirion Group USA, Inc. multi-year trail

Portmeirion Group USA, Inc.'s plans moved -26.0% in assets from 2022 to 2024; this filing shows Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust at $4M / 42 participants.

#2,240
in Wholesale Trade (6,843 peers)
-16.1%
assets change YoY

The plan reported a net loss of $738K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,861,932 45th percentile higher than 45% 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

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (42 participants) on this national headcount ladder.

DOL schedule card

Filing strip 060991964 · Portmeirion Group USA, Inc. PY 2022 · 401(k)

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 42 · 45th

  • 5500 $4M
  • 5500 42
  • 5500 45th
  • 5500 401(k)
  • 5500 near Logix Inc 401(k) Profit Sharing Plan & Trust
  • 5500 ind #2240

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 Connecticut →

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and TrustPortmeirion Group USA, Inc. …$4MLogix Inc 401(k) Profit Sharing Plan & TrustLogix Inc 401(k) Profit Shar…$4MBay Verte Machinery, Inc. Savings and Retirement PlanBay Verte Machinery, Inc. Sa…$4MLoanmart 401(k) Plan$4MDo Life Better 401(k) Plan$4M
End-of-year total assets ($M) among Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Portmeirion Group USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Portmeirion Group USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.029924918408714% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.86M $2.86M ▼ -25.9%
Year Plans Participants Total Assets
2022 1 42 $4M
2023 1 55 $4M
2024 1 50 $3M

Portmeirion Group USA, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$738K
Employer EIN060991964
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003861932 · Participants: 42Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Logix Inc 401(k) Profit Sharing Plan & Trust in MA ($4M); by covered participants it is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust declined sharply - down 16.1% during 2022, from $5M to $4M. Reported net income was -$738K.
How have Portmeirion Group USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portmeirion Group USA, Inc.'s sponsor-wide assets declined 26.0%, from $4M to $3M.
Which 401(k) plans are similar in size to Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Logix Inc 401(k) Profit Sharing Plan & Trust in MA ($4M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 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 060991964.

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.