401(k) · DOL Form 5500 · 2022
Poretta & Orr, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $129,637
- Avg per participant Near avg balance/head
Official DOL plan name: Poretta & Orr, Inc. 401(k) Plan · Sponsored by Poretta & Orr, Inc. · Pennsylvania · Professional & Technical Services
$3M in assets, 26 participants
Poretta & Orr, Inc.'s Poretta & Orr, Inc. 401(k) Plan reported $3M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,612 in Professional & Technical Services (21,562 peers)
2022 asset change
Poretta & Orr, Inc. 401(k) Plan declined sharply 16.2% in 2022 ($4M → $3M) for 26 participants.
- #8,612
- in Professional & Technical Services (21,562 peers)
- -16.2%
- assets change YoY
The plan reported a net loss of $653K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Poretta & Orr, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Poretta & Orr, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,370,560 43rd percentile higher than 43% 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
Poretta & Orr, Inc. 401(k) 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. Poretta & Orr, Inc. 401(k) Plan is a small filing (26 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 232585778 · Poretta & Orr, Inc. PY 2022 · 401(k)
Poretta & Orr, Inc. 401(k) Plan · $3M · 26 · 43rd
- TYPE $3M
- NET 26
- BOOK 43rd
- VS-ST 401(k)
- BOY near Keta Group 401(k) Plan
- SCH ind #8612
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 Pennsylvania →
Poretta & Orr, Inc. 401(k) Plan in the asset neighbourhood
Poretta & Orr, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Poretta & Orr, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 4.235942988702174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $3M |
| 2023 | 1 | 46 | $2M |
| 2024 | 1 | 59 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$653K |
| Employer EIN | 232585778 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Poretta & Orr, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Keta Group 401(k) Plan in LA ($3M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (26 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.