401(k) · DOL Form 5500 · 2022

Port Amherst, Ltd. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
359
Participants Below avg headcount
81st
Percentile by assets National rank
$72,974
Avg per participant Below avg balance/head
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Official DOL plan name: Port Amherst, Ltd. 401(k) & Profit Sharing Plan · Sponsored by Port Amherst, Ltd. · West Virginia · Transportation & Warehousing

$26M in assets, 359 participants

Port Amherst, Ltd.'s Port Amherst, Ltd. 401(k) & Profit Sharing Plan reported $26M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #3,128 in Transportation & Warehousing (3,876 peers)

Where Port Amherst, Ltd. 401(k) & Profit Sharing Plan sits by assets

Port Amherst, Ltd. 401(k) & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $26M for 359 participants (~$72,974/participant), down 12.9% in 2022.

#3,128
in Transportation & Warehousing (3,876 peers)
-12.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Port Amherst, Ltd. 401(k) & Profit Sharing Plan's outsized position by total assets

Port Amherst, Ltd. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$26,197,557 Top 19% higher than 81% 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

Port Amherst, Ltd. 401(k) & Profit Sharing 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. Port Amherst, Ltd. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (359 participants).

Published 5500 schedule card

Filing strip 550628911 · Port Amherst, Ltd. PY 2022 · 401(k)

Port Amherst, Ltd. 401(k) & Profit Sharing Plan · $26M · 359 · 81st

  • TYPE $26M
  • NET 359
  • BOOK 81st
  • VS-ST 401(k)
  • BOY near Green Circle Growers, Inc. 401(k) Retirement Plan
  • SCH ind #3128

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 Transportation & Warehousing retirement plans → · Plans in West Virginia →

Port Amherst, Ltd. 401(k) & Profit Sharing Plan in the asset neighbourhood

Port Amherst, Ltd. 401(k) & Profit Sharing PlanPort Amherst, Ltd. 401(k) & …$26MGreen Circle Growers, Inc. 401(k) Retirement PlanGreen Circle Growers, Inc. 4…$26MLavin, Cedrone, Graver, Boyd & Disipio, a Professional Corporation Profit Sharing AapLavin, Cedrone, Graver, Boyd…$26MWillow Valley Communities 401(k) PlanWillow Valley Communities 40…$26MGreenhouse Software, Inc. Retirement Savings PlanGreenhouse Software, Inc. Re…$26M
End-of-year total assets ($M) among Port Amherst, Ltd. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN550628911
Plan Effective Date1986-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Port Amherst, Ltd.)

Sponsor-wide plan assets over time

All Port Amherst, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 33.573840177129426% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.2M $84.4M ▲ +33.6%
Year Plans Participants Total Assets
2022 2 684 $63M
2023 2 697 $73M
2024 2 693 $84M

Nearby 401(k) Plans in West Virginia

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

Port Amherst, Ltd. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Port Amherst, Ltd. 401(k) & Profit Sharing Plan, Total assets ($M): 26.197557 · Participants: 359Port Amherst, Ltd. 401(k) & Profit Sharing PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($M): 808.481738 · Participants: 1866Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($M): 593.785275 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($M): 214.783036 · Participants: 2951American Public Education Retirement PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($M): 201.672584 · Participants: 2978United Bankshares, Inc. Savings and Stock Investment PlanWesbanco, Inc. Ksop, Total assets ($M): 185.637266 · Participants: 2334Wesbanco, Inc. Ksop
Port Amherst, Ltd. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants

Port Amherst, Ltd. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Green Circle Growers, Inc. 401(k) Retirement Plan in OH ($26M); by covered participants it is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Port Amherst, Ltd. 401(k) & Profit Sharing Plan assets move in 2022?
Port Amherst, Ltd. 401(k) & Profit Sharing Plan pulled back noticeably - down 12.9% during 2022, from $30M to $26M. Reported net income was -$4M.
How have Port Amherst, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Port Amherst, Ltd.'s sponsor-wide assets grew 33.6%, from $63M to $84M.
Where does Port Amherst, Ltd. 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers?
Port Amherst, Ltd. 401(k) & Profit Sharing Plan ranks in the 81st 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 Port Amherst, Ltd. 401(k) & Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Green Circle Growers, Inc. 401(k) Retirement Plan in OH ($26M, 853 participants).
Which 401(k) plans cover a similar participant headcount to Port Amherst, Ltd. 401(k) & Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants, $36M in assets).