401(k) · DOL Form 5500 · 2022

Porter Warner Industries LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
56
Participants Small participant base
77th
Percentile by assets National rank
$340,554
Avg per participant High balance/head
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Official DOL plan name: Porter Warner Industries Profit Sharing and Retirement Savings Plan · Sponsored by Porter Warner Industries LLC · Tennessee · Wholesale Trade

$19M in assets, 56 participants

Porter Warner Industries LLC's Porter Warner Industries Profit Sharing and Retirement Savings Plan reported $19M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,050 in Wholesale Trade (6,843 peers)

Where Porter Warner Industries Profit Sharing and Retirement Savings Plan sits by assets

Porter Warner Industries Profit Sharing and Retirement Savings Plan sits in the top quartile of all filed plans by assets, $19M for 56 participants (~$340,554/participant), down 21.1% in 2022.

#5,050
in Wholesale Trade (6,843 peers)
-21.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Porter Warner Industries Profit Sharing and Retirement Savings Plan's outsized position by total assets

Porter Warner Industries Profit Sharing and Retirement Savings Plan vs every filed plan by assets

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

$19,071,017 Top 23% higher than 77% 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 Warner Industries Profit Sharing and Retirement Savings 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. Porter Warner Industries Profit Sharing and Retirement Savings Plan is a small filing (56 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 200883762 · Porter Warner Industries LLC PY 2022 · 401(k)

Porter Warner Industries Profit Sharing and Retirement Savings Plan · $19M · 56 · 77th

  • EIN $19M
  • RANK 56
  • PHOTO 77th
  • IND 401(k)
  • EOY near Office Resources Incorporated 401(k) Profit Sharing Plan & Trust
  • 5500 ind #5050

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Porter Warner Industries Profit Sharing and Retirement Savings Plan in the asset neighbourhood

Porter Warner Industries Profit Sharing and Retirement Savings PlanPorter Warner Industries Pro…$19MOffice Resources Incorporated 401(k) Profit Sharing Plan & TrustOffice Resources Incorporate…$19MChicken of the Sea Frozen Foods Savings Investment PlanChicken of the Sea Frozen Fo…$19MCrisis24, Inc. 401(k) Profit Sharing PlanCrisis24, Inc. 401(k) Profit…$19MConti Service, LLC Mep 401(k) PlanConti Service, LLC Mep 401(k…$19M
End-of-year total assets ($M) among Porter Warner Industries Profit Sharing and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
Net Income-$5M
Employer EIN200883762
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Porter Warner Industries LLC)

Sponsor-wide plan assets over time

All Porter Warner Industries LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 32.54918707271878% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.1M $25.3M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 56 $19M
2023 1 56 $22M
2024 1 51 $25M

Nearby 401(k) Plans in Tennessee

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

Porter Warner Industries Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Porter Warner Industries Profit Sharing and Retirement Savings Plan, Total assets ($B): 0.019071017 · Participants: 56Porter Warner Industries Profit Sharing and Retirement Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Porter Warner Industries Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Porter Warner Industries Profit Sharing and Retirement Savings Plan side-by-side with 3 peers →

Porter Warner Industries Profit Sharing and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Office Resources Incorporated 401(k) Profit Sharing Plan & Trust in MA ($19M); by covered participants it is Evoke at Entrada 401(k) Plan in UT (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Warner Industries Profit Sharing and Retirement Savings Plan assets move in 2022? ▼
Porter Warner Industries Profit Sharing and Retirement Savings Plan declined sharply - down 21.1% during 2022, from $24M to $19M. Reported net income was -$5M.
How have Porter Warner Industries LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porter Warner Industries LLC's sponsor-wide assets grew 32.5%, from $19M to $25M.
Where does Porter Warner Industries Profit Sharing and Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Porter Warner Industries Profit Sharing and Retirement Savings Plan ranks in the 77th 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 Porter Warner Industries Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Office Resources Incorporated 401(k) Profit Sharing Plan & Trust in MA ($19M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Porter Warner Industries Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Evoke at Entrada 401(k) Plan in UT (56 participants, $3M 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 200883762.

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.