401(k) · DOL Form 5500 · 2022
The Porter and Chester Institute, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 326
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $40,515
- Avg per participant Low balance/head
Official DOL plan name: The Porter and Chester Institute, Inc. Retirement Fund · Sponsored by The Porter and Chester Institute, Inc. · Connecticut · Educational Services
$13M in assets, 326 participants
The Porter and Chester Institute, Inc.'s The Porter and Chester Institute, Inc. Retirement Fund reported $13M in total assets and 326 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #2,117 in Educational Services (4,024 peers)
Coverage in Connecticut
The Porter and Chester Institute, Inc. Retirement Fund covers 326 participants in Connecticut, about 45% of the average Connecticut filer (state average ~718 per filing). Assets: $13M.
- #2,117
- in Educational Services (4,024 peers)
- +8.1%
- assets growth YoY
The Porter and Chester Institute, Inc. Retirement Fund's outsized position by total assets
The Porter and Chester Institute, Inc. Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,207,802 Top 30% higher than 70% 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
The Porter and Chester Institute, Inc. Retirement Fund 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. The Porter and Chester Institute, Inc. Retirement Fund sits mid-pack in the medium band (326 participants).
Plan-year Form 5500 strip
Filing strip 060852205 · The Porter and Chester Institute, Inc. PY 2022 · 401(k)
The Porter and Chester Institute, Inc. Retirement Fund · $13M · 326 · 70th
- RANK $13M
- PHOTO 326
- IND 70th
- EOY 401(k)
- 5500 near Ko-Kwel Enterprises 401(k) Plan
- ASSETS ind #2117
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 Educational Services retirement plans → · Plans in Connecticut →
The Porter and Chester Institute, Inc. Retirement Fund in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $995K |
| Employer EIN | 060852205 |
| Plan Effective Date | 1974-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Porter and Chester Institute, Inc.)
Sponsor-wide plan assets over time
All The Porter and Chester Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 22.844876081576633% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 326 | $13M |
| 2023 | 1 | 372 | $15M |
| 2024 | 1 | 332 | $16M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
The Porter and Chester Institute, Inc. Retirement Fund's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Ko-Kwel Enterprises 401(k) Plan in OR ($13M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (326 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Ko-Kwel Enterprises 401(k) Plan (OR) $13M · 333
- W.J. Beitler Co. Savings and Security Plan (PA) $13M · 98
- Eagle Creek Software Services 401(k) Plan (MN) $13M · 317
- Sun Pacific 401(k) Retirement Savings Plan (CA) $13M · 1,622
Similar participant headcount
Nearest other-state filings by covered participants (326 participants); asset peers above are excluded.
- Raining Rose, Inc. 401(k) Plan (IA) 326 · 0 off
- W & T Offshore, Inc. 401(k) Plan (TX) 326 · 0 off
- Bihler of America, Inc. Retirement Savings Plan (NJ) 326 · 0 off
- Quontic Bank 401(k) Plan (NY) 326 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.