401(k) · DOL Form 5500 · 2023

Portock Bye Weiss & Co LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
38th
Percentile by assets National rank
$425,965
Avg per participant High balance/head
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Official DOL plan name: Portock Bye & Co Profit Sharing Plan · Sponsored by Portock Bye Weiss & Co LLC · New Jersey · Professional & Technical Services

$3M in assets, 8 participants

Portock Bye Weiss & Co LLC's Portock Bye & Co Profit Sharing Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,040 in Professional & Technical Services (20,321 peers)

Portock Bye Weiss & Co LLC multi-year trail

Portock Bye Weiss & Co LLC's plans moved +25.0% in assets from 2022 to 2023; this filing shows Portock Bye & Co Profit Sharing Plan at $3M / 8 participants.

#7,040
in Professional & Technical Services (20,321 peers)
+25.0%
assets growth YoY

Portock Bye & Co Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Portock Bye & Co Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,407,716 38th percentile higher than 38% of 127,068 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 2023

Portock Bye & Co Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portock Bye & Co Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Portock Bye & Co Profit Sharing Plan reported net income rose from -$548K in the plan year 2022 filing to $682K in the plan year 2023 filing.
  • Portock Bye & Co Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260158874 · Portock Bye Weiss & Co LLC PY 2023 · 401(k)

Portock Bye & Co Profit Sharing Plan · $3M · 8 · 38th

  • EIN $3M
  • RANK 8
  • PHOTO 38th
  • IND 401(k)
  • EOY near Direct Auction Services, LLC 401(k) Plan
  • 5500 ind #7040

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 New Jersey →

Portock Bye & Co Profit Sharing Plan in the asset neighbourhood

Portock Bye & Co Profit Sharing PlanPortock Bye & Co Profit Shar…$3MDirect Auction Services, LLC 401(k) PlanDirect Auction Services, LLC…$3MPritchett Brothers, Inc. Profit Sharing PlanPritchett Brothers, Inc. Pro…$3MIq Brands Inc 401(k) Profit Sharing Plan & TrustIq Brands Inc 401(k) Profit …$3MRha Construction Forensics Group, Inc., 401(k) Profit Sharing PlanRha Construction Forensics G…$3M
End-of-year total assets ($M) among Portock Bye & Co Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Portock Bye Weiss & Co LLC multi-year asset trail

Sponsor-wide plan assets over time

All Portock Bye Weiss & Co LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.012509629847024% vs 2022
2023 filing year
$2.5M$3M$3.5M 20222023 $2.73M $3.41M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $3M

Portock Bye Weiss & Co LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$682K
Employer EIN260158874
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Portock Bye & Co Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Portock Bye & Co Profit Sharing Plan, Total assets ($B): 0.003407716 · Participants: 8Portock Bye & Co Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Portock Bye & Co Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Portock Bye & Co Profit Sharing Plan side-by-side with 3 peers →

Portock Bye & Co Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Direct Auction Services, LLC 401(k) Plan in TN ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Portock Bye & Co Profit Sharing Plan assets move in 2023? ▼
Portock Bye & Co Profit Sharing Plan grew sharply - up 25.0% during 2023, from $3M to $3M. Reported net income was $682K.
How have Portock Bye Weiss & Co LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Portock Bye Weiss & Co LLC's sponsor-wide assets grew 25.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Portock Bye & Co Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Direct Auction Services, LLC 401(k) Plan in TN ($3M, 471 participants).
Which 401(k) plans cover a similar participant headcount to Portock Bye & Co Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260158874.

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.