401(k) · DOL Form 5500 · 2023

The Portland Group 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
274
Participants Below avg headcount
79th
Percentile by assets National rank
$107,480
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Portland Group Savings and Retirement Plan · Sponsored by The Portland Group · Massachusetts · Wholesale Trade

$29M in assets, 274 participants

The Portland Group's The Portland Group Savings and Retirement Plan reported $29M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,930 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

The Portland Group Savings and Retirement Plan covers 274 participants in Massachusetts, about 42% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.

#4,930
in Wholesale Trade (6,309 peers)
+21.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Portland Group Savings and Retirement Plan's outsized position by total assets

The Portland Group Savings and Retirement Plan vs every filed plan by assets

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

$29,449,596 Top 21% higher than 79% 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

The Portland Group Savings and 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. The Portland Group Savings and Retirement Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Portland Group Savings and Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Portland Group Savings and Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • The Portland Group Savings and Retirement Plan reported participants rose from 249 in the plan year 2022 filing to 274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 041592601 · The Portland Group PY 2023 · 401(k)

The Portland Group Savings and Retirement Plan · $29M · 274 · 79th

  • EIN $29M
  • RANK 274
  • PHOTO 79th
  • IND 401(k)
  • EOY near Luck Brothers, Inc. Profit Sharing/401(k) Plan
  • 5500 ind #4930

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 Massachusetts →

The Portland Group Savings and Retirement Plan in the asset neighbourhood

The Portland Group Savings and Retirement PlanThe Portland Group Savings a…$29MLuck Brothers, Inc. Profit Sharing/401(k) PlanLuck Brothers, Inc. Profit S…$29MIntegra Technologies 401(k) Savings PlanIntegra Technologies 401(k) …$29MValley Senior Living Retirement PlanValley Senior Living Retirem…$29MMiles Partnership LLC 401(k)PlanMiles Partnership LLC 401(k)…$29M
End-of-year total assets ($M) among The Portland Group Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN041592601
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Portland Group)

Sponsor-wide plan assets over time

All The Portland Group plans reported in each filing year

Latest sponsor-wide plan assets
$29M 18.12151100197446% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24.2M $28.6M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 249 $24M
2023 1 274 $29M
2024 1 239 $29M

Nearby 401(k) Plans in Massachusetts

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

The Portland Group Savings and Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Portland Group Savings and Retirement Plan, Total assets ($B): 0.029449596 · Participants: 274The Portland Group Savings and Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The Portland Group Savings and Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Portland Group Savings and Retirement Plan side-by-side with 3 peers →

The Portland Group Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Luck Brothers, Inc. Profit Sharing/401(k) Plan in NY ($29M); by covered participants it is Portfolio Retirement Plan in AZ (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (274 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 The Portland Group Savings and Retirement Plan assets move in 2023? ▼
The Portland Group Savings and Retirement Plan grew sharply - up 21.5% during 2023, from $24M to $29M. Reported net income was $5M.
How have The Portland Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Portland Group's sponsor-wide assets grew 18.1%, from $24M to $29M.
Where does The Portland Group Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
The Portland Group Savings and Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Portland Group Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luck Brothers, Inc. Profit Sharing/401(k) Plan in NY ($29M, 114 participants).
Which 401(k) plans cover a similar participant headcount to The Portland Group Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portfolio Retirement Plan in AZ (274 participants, $5M 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 041592601.

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.