401(k) · DOL Form 5500 · 2022

Portfolio Advisors LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
112
Participants Small participant base
87th
Percentile by assets National rank
$417,556
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Portfolio Advisors LLC 401(k) Profit Sharing Plan · Sponsored by Portfolio Advisors LLC · Connecticut · Professional & Technical Services

$47M in assets, 112 participants

Portfolio Advisors LLC's Portfolio Advisors LLC 401(k) Profit Sharing Plan reported $47M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #19,056 in Professional & Technical Services (21,562 peers)

Coverage in Connecticut

Portfolio Advisors LLC 401(k) Profit Sharing Plan covers 112 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $47M.

#19,056
in Professional & Technical Services (21,562 peers)
-19.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Portfolio Advisors LLC 401(k) Profit Sharing Plan's outsized position by total assets

Portfolio Advisors LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$46,766,311 Top 13% higher than 87% 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 Advisors LLC 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. Portfolio Advisors LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).

DOL schedule card

Filing strip 061487853 · Portfolio Advisors LLC PY 2022 · 401(k)

Portfolio Advisors LLC 401(k) Profit Sharing Plan · $47M · 112 · 87th

  • TYPE $47M
  • NET 112
  • BOOK 87th
  • VS-ST 401(k)
  • BOY near Continental Exchange Solutions, Inc. 401(k) Plan
  • SCH ind #19056

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 Connecticut →

Portfolio Advisors LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Portfolio Advisors LLC 401(k) Profit Sharing PlanPortfolio Advisors LLC 401(k…$47MContinental Exchange Solutions, Inc. 401(k) PlanContinental Exchange Solutio…$47MGriswold Industries 401(k) Profit Sharing Retirement PlanGriswold Industries 401(k) P…$47MAmsc 401(k) Savings Plan$47MIdera 401(k) Savings Plan$47M
End-of-year total assets ($M) among Portfolio Advisors LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$47M
Net Income-$11M
Employer EIN061487853
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Portfolio Advisors LLC)

Sponsor-wide plan assets over time

All Portfolio Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $46.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 112 $47M
2023 1 120 $59M
2024 1 133 N/A

Nearby 401(k) Plans in Connecticut

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

Portfolio Advisors LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Portfolio Advisors LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.046766311 · Participants: 112Portfolio Advisors LLC 401(k) Profit Sharing PlanUnited 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
Portfolio Advisors LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Portfolio Advisors LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Continental Exchange Solutions, Inc. 401(k) Plan in CA ($47M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Advisors LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Portfolio Advisors LLC 401(k) Profit Sharing Plan declined sharply - down 19.2% during 2022, from $58M to $47M. Reported net income was -$11M.
Where does Portfolio Advisors LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Portfolio Advisors LLC 401(k) Profit Sharing Plan ranks in the 87th 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 Advisors LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Continental Exchange Solutions, Inc. 401(k) Plan in CA ($47M, 1,295 participants).
Which 401(k) plans cover a similar participant headcount to Portfolio Advisors LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 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 061487853.

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.