401(k) · DOL Form 5500 · 2022

Portfolio Services Limited, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
139
Participants Small participant base
76th
Percentile by assets National rank
$132,475
Avg per participant Near avg balance/head
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Official DOL plan name: Portfolio 401(k) Plan · Sponsored by Portfolio Services Limited, Inc. · California · Professional & Technical Services

$18M in assets, 139 participants

Portfolio Services Limited, Inc.'s Portfolio 401(k) Plan reported $18M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,406 in Professional & Technical Services (21,562 peers)

Coverage in California

Portfolio 401(k) Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $18M.

#16,406
in Professional & Technical Services (21,562 peers)
+57.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $936K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Portfolio 401(k) Plan's outsized position by total assets

Portfolio 401(k) Plan vs every filed plan by assets

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

$18,414,062 Top 24% higher than 76% 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

Portfolio 401(k) 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. Portfolio 401(k) Plan sits mid-pack in the medium band (139 participants).

EBSA filing schedule strip

Filing strip 800065794 · Portfolio Services Limited, Inc. PY 2022 · 401(k)

Portfolio 401(k) Plan · $18M · 139 · 76th

  • IND $18M
  • IND 139
  • IND 76th
  • IND 401(k)
  • IND near Harris Freeman & Co., Inc. 401(k) Profit Sharing Plan
  • IND ind #16406

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 →

Portfolio 401(k) Plan in the asset neighbourhood

Milton Pediatric Retirement TrustMilton Pediatric Retirement …$18MBirmingham Fastener & Supply, Inc. 401(k) PlanBirmingham Fastener & Supply…$18MEndava Inc. 401(k) Profit Sharing Plan and TrustEndava Inc. 401(k) Profit Sh…$18MPortfolio 401(k) Plan$18MHarris Freeman & Co., Inc. 401(k) Profit Sharing PlanHarris Freeman & Co., Inc. 4…$18M
End-of-year total assets ($M) among Portfolio 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$18M
Net Income-$936K
Employer EIN800065794
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Portfolio Services Limited, Inc.)

Sponsor-wide plan assets over time

All Portfolio Services Limited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 36.92481322154775% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.4M $25.2M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 139 $18M
2023 1 397 $23M
2024 1 372 $25M

Nearby 401(k) Plans in California

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

Portfolio 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Portfolio 401(k) Plan, Total assets ($B): 0.018414062 · Participants: 139Portfolio 401(k) 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
Portfolio 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Portfolio 401(k) Plan side-by-side with 3 peers →

Portfolio 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Harris Freeman & Co., Inc. 401(k) Profit Sharing Plan in NJ ($18M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Portfolio 401(k) Plan assets move in 2022? ▼
Portfolio 401(k) Plan surged - up 57.1% during 2022, from $12M to $18M. Reported net income was -$936K.
How have Portfolio Services Limited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portfolio Services Limited, Inc.'s sponsor-wide assets grew 36.9%, from $18M to $25M.
Where does Portfolio 401(k) Plan rank by assets among Form 5500 filers? ▼
Portfolio 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Portfolio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harris Freeman & Co., Inc. 401(k) Profit Sharing Plan in NJ ($18M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Portfolio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 800065794.

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.