401(k) · DOL Form 5500 · 2023

Porterfield Investments Inc. 401(k) Plan

Data updated 2026-08-25

$588K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$293,809
Avg per participant High balance/head
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Official DOL plan name: Porterfield Investment Plan · Sponsored by Porterfield Investments Inc. · Oregon · Food Services & Accommodation

$588K in assets, 2 participants

Porterfield Investments Inc.'s Porterfield Investment Plan reported $588K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,951 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Porterfield Investment Plan ranks #1,951 of 3,828 2023 filers by assets (3330% of the sector average)-$588K for 2 participants.

#1,951
in Food Services & Accommodation (3,828 peers)
+23.1%
assets growth YoY

Porterfield Investment Plan among the smaller filed plans by assets

Porterfield Investment Plan vs every filed plan by assets

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

$587,617 19th percentile higher than 19% 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

Porterfield Investment 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. Porterfield Investment Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Porterfield Investment Plan end-of-year assets rose from $477K in the plan year 2022 filing to $588K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 812710687 · Porterfield Investments Inc. PY 2023 · 401(k)

Porterfield Investment Plan · $588K · 2 · 19th

  • TYPE $588K
  • NET 2
  • BOOK 19th
  • VS-ST 401(k)
  • BOY near R & R of Rockland Incorporated 401(k) Profit Sharing Plan
  • SCH ind #1951

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 Food Services & Accommodation retirement plans → · Plans in Oregon →

Porterfield Investment Plan in the asset neighbourhood

Porterfield Investment Plan$588KR & R of Rockland Incorporated 401(k) Profit Sharing PlanR & R of Rockland Incorporat…$588KFidelity Self-Employed 401 (K) - Ajn Consulting Services LLCFidelity Self-Employed 401 (…$588KDjlaundry Corporation 401(k) PlanDjlaundry Corporation 401(k)…$588KPwn Holdings Inc 401(k) Plan$588K
End-of-year total assets ($M) among Porterfield Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$477K
Net Assets (End of Year)$588K
Net Income$110K
Employer EIN812710687
Plan Effective Date2016-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Porterfield Investments Inc.)

Sponsor-wide plan assets over time

All Porterfield Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$594K 24.502202421616005% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.48M $0.59M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 2 $477K
2023 1 2 $588K
2024 1 8 $594K

Nearby 401(k) Plans in Oregon

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

Porterfield Investment Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Porterfield Investment Plan, Total assets ($B): 0.000587617 · Participants: 2Porterfield Investment Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Porterfield Investment Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Porterfield Investment Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is R & R of Rockland Incorporated 401(k) Profit Sharing Plan in NY ($588K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Porterfield Investment Plan assets move in 2023? ▼
Porterfield Investment Plan grew sharply - up 23.1% during 2023, from $477K to $588K. Reported net income was $110K.
How have Porterfield Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porterfield Investments Inc.'s sponsor-wide assets grew 24.5%, from $477K to $594K.
Where does Porterfield Investment Plan rank by assets among Form 5500 filers? ▼
Porterfield Investment Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Porterfield Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is R & R of Rockland Incorporated 401(k) Profit Sharing Plan in NY ($588K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Porterfield Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 812710687.

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.