401(k) · DOL Form 5500 · 2023

Outlier, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 274
Participants Below avg headcount: 43rd
Percentile by assets National rank: $16,688
Avg per participant Low balance/head

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Official DOL plan name: Portfolio Retirement Plan · Sponsored by Outlier, LLC · Arizona · Healthcare & Social Assistance

$5M in assets, 274 participants

Outlier, LLC's Portfolio Retirement Plan reported $5M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#8,154 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arizona

Portfolio Retirement Plan covers 274 participants in Arizona, about 49% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#8,154
in Healthcare & Social Assistance (17,684 peers): +56.3%
assets growth YoY

Portfolio Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Portfolio Retirement Plan vs every filed plan by assets

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

$4,572,646 43rd percentile higher than 43% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Portfolio Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portfolio Retirement Plan sits mid-pack in the medium band (274 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Portfolio Retirement Plan reported net income rose from $400K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Portfolio Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Portfolio Retirement Plan reported participants rose from 241 in the plan year 2022 filing to 274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 824000840 · Outlier, LLC PY 2023 · 401(k)

Portfolio Retirement Plan · $5M · 274 · 43rd

PHOTO $5M
IND 274
EOY 43rd
5500 401(k)
ASSETS near Jay Petroleum Inc. 401(k) Plan
PCT ind #8154

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 Arizona →

End-of-year total assets ($M) among Portfolio Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	824000840
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Outlier, LLC)

Latest sponsor-wide plan assets: $6M 114.01244128631501% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	241	$3M
2023	1	274	$5M
2024	1	396	$6M

Nearby 401(k) Plans in Arizona

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

Portfolio Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Portfolio Retirement Plan side-by-side with 3 peers →

Portfolio Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Jay Petroleum Inc. 401(k) Plan in IN ($5M); by covered participants it is Smart Sand, Inc. Retirement Plan in TX (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Jay Petroleum Inc. 401(k) Plan (IN) $5M · 223
Bomnin Automotive Group 401(k) Plan (FL) $5M · 491
Rimports Inc. 401(k) Plan (UT) $5M · 219
Agnoli, Barber & Brundage, Inc. Profit Sharing Plan & Trust (FL) $5M · 31

Similar participant headcount

Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.

Smart Sand, Inc. Retirement Plan (TX) 274 · 0 off
The Portland Group Savings and Retirement Plan (MA) 274 · 0 off
Munsch Hardt Kopf & Harr, P.C. Profit Sharing Plan (TX) 274 · 0 off
Systems Technology Group, Inc. 401(k) Plan (MI) 274 · 0 off

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 Portfolio Retirement Plan assets move in 2023? ▼

Portfolio Retirement Plan surged - up 56.3% during 2023, from $3M to $5M. Reported net income was $2M.

How have Outlier, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Outlier, LLC's sponsor-wide assets grew 114.0%, from $3M to $6M.

Which 401(k) plans are similar in size to Portfolio Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jay Petroleum Inc. 401(k) Plan in IN ($5M, 223 participants).

Which 401(k) plans cover a similar participant headcount to Portfolio Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Smart Sand, Inc. Retirement Plan in TX (274 participants, $14M 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 824000840.