Other · DOL Form 5500 · 2022

PORTER-LEATH Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
391
Participants Below avg headcount
50th
Percentile by assets National rank
$12,353
Avg per participant Low balance/head
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Official DOL plan name: Porter-Leath 401(k) Plan · Sponsored by PORTER-LEATH · Tennessee · Healthcare & Social Assistance

$5M in assets, 391 participants

PORTER-LEATH's Porter-Leath 401(k) Plan reported $5M in total assets and 391 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,112 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

Porter-Leath 401(k) Plan covers 391 participants in Tennessee, about 35% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.

#11,112
in Healthcare & Social Assistance (20,060 peers)
+1.7%
assets growth YoY

Porter-Leath 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Porter-Leath 401(k) Plan vs every filed plan by assets

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

$4,830,030 Top 50% higher than 50% 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

Porter-Leath 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. Porter-Leath 401(k) Plan sits mid-pack in the medium band (391 participants).

Plan-year Form 5500 strip

Filing strip 581409385 · PORTER-LEATH PY 2022 · Other

Porter-Leath 401(k) Plan · $5M · 391 · 50th

  • ASSETS $5M
  • ASSETS 391
  • ASSETS 50th
  • ASSETS Other
  • ASSETS near Employee Benefit Plan of United States Equestrian Federation, Inc.
  • ASSETS ind #11112

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Porter-Leath 401(k) Plan in the asset neighbourhood

Kings College Tax Deferred Annuity Plan GsraKings College Tax Deferred A…$5MHoly Angels, Inc. 403(b) Retirement Savings PlanHoly Angels, Inc. 403(b) Ret…$5MPorter-Leath 401(k) Plan$5MEmployee Benefit Plan of United States Equestrian Federation, Inc.Employee Benefit Plan of Uni…$5MOccupational Training Center of Burlington County, Inc. 403(b) PlanOccupational Training Center…$5M
End-of-year total assets ($M) among Porter-Leath 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$82K
Employer EIN581409385
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PORTER-LEATH)

Sponsor-wide plan assets over time

All PORTER-LEATH plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.926443521054736% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.83M $6.08M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 391 $5M
2023 1 368 $5M
2024 1 337 $6M

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Porter-Leath 401(k) Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Porter-Leath 401(k) Plan, Total assets ($B): 0.00483003 · Participants: 391Porter-Leath 401(k) PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
Porter-Leath 401(k) Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Porter-Leath 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest Other by assets is Employee Benefit Plan of United States Equestrian Federation, Inc. in KY ($5M); by covered participants it is Mental Health Center of Boulder County, Inc. Employee Retirement Plan in CO (391 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (391 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 Porter-Leath 401(k) Plan assets move in 2022? ▼
Porter-Leath 401(k) Plan edged up modestly - up 1.7% during 2022, from $5M to $5M. Reported net income was $82K.
How have PORTER-LEATH plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PORTER-LEATH's sponsor-wide assets grew 25.9%, from $5M to $6M.
Which Other plans are similar in size to Porter-Leath 401(k) Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of United States Equestrian Federation, Inc. in KY ($5M, 164 participants).
Which Other plans cover a similar participant headcount to Porter-Leath 401(k) Plan? ▼
Among Other plans in other states, the closest by covered participants is Mental Health Center of Boulder County, Inc. Employee Retirement Plan in CO (391 participants, $25M 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 581409385.

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.