401(k) · DOL Form 5500 · 2022

Portage Country Club 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
35
Participants Small participant base
28th
Percentile by assets National rank
$36,788
Avg per participant Low balance/head
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Official DOL plan name: Portage Country Club 401(k) Plan · Sponsored by Portage Country Club · Ohio · Arts, Entertainment & Recreation

$1M in assets, 35 participants

Portage Country Club's Portage Country Club 401(k) Plan reported $1M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,525 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Portage Country Club 401(k) Plan ranks #1,525 of 3,077 2022 filers by assets (2157% of the sector average)-$1M for 35 participants.

#1,525
in Arts, Entertainment & Recreation (3,077 peers)
-35.6%
assets change YoY

The plan reported a net loss of $711K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Portage Country Club 401(k) Plan among the smaller filed plans by assets

Portage Country Club 401(k) Plan vs every filed plan by assets

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

$1,287,568 28th percentile higher than 28% 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

Portage Country Club 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. Portage Country Club 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

DOL schedule card

Filing strip 340468390 · Portage Country Club PY 2022 · 401(k)

Portage Country Club 401(k) Plan · $1M · 35 · 28th

  • EIN $1M
  • RANK 35
  • PHOTO 28th
  • IND 401(k)
  • EOY near Meathead Movers, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #1525

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

Portage Country Club 401(k) Plan in the asset neighbourhood

Portage Country Club 401(k) PlanPortage Country Club 401(k) …$1MMeathead Movers, Inc. 401(k) Profit Sharing PlanMeathead Movers, Inc. 401(k)…$1MVerkler, Inc. 401(k) Profit Sharing PlanVerkler, Inc. 401(k) Profit …$1MCareer Transitions Holdings, LLC 401(k) Profit Sharing PlanCareer Transitions Holdings,…$1MFranklin Elevator Inc Retirement PlanFranklin Elevator Inc Retire…$1M
End-of-year total assets ($M) among Portage Country Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$711K
Employer EIN340468390
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Portage Country Club)

Sponsor-wide plan assets over time

All Portage Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$2M 47.64447392293067% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.29M $1.9M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 35 $1M
2023 1 36 $2M
2024 1 41 $2M

Nearby 401(k) Plans in Ohio

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

Portage Country Club 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Portage Country Club 401(k) Plan, Total assets ($B): 0.001287568 · Participants: 35Portage Country Club 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Portage Country Club 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Portage Country Club 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Meathead Movers, Inc. 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Portage Country Club 401(k) Plan assets move in 2022? ▼
Portage Country Club 401(k) Plan contracted severely - down 35.6% during 2022, from $2M to $1M. Reported net income was -$711K.
How have Portage Country Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portage Country Club's sponsor-wide assets grew 47.6%, from $1M to $2M.
Which 401(k) plans are similar in size to Portage Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meathead Movers, Inc. 401(k) Profit Sharing Plan in CA ($1M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Portage Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toms Offroad 401(k) Plan in OR (35 participants, $8M 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 340468390.

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.