401(k) · DOL Form 5500 · 2023

Port Aggregates, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
147
Participants Small participant base
42nd
Percentile by assets National rank
$29,658
Avg per participant Low balance/head
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Official DOL plan name: Port Aggregates Group of Companies 401(k) Plan · Sponsored by Port Aggregates, Inc. · Louisiana · Wholesale Trade

$4M in assets, 147 participants

Port Aggregates, Inc.'s Port Aggregates Group of Companies 401(k) Plan reported $4M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,953 in Wholesale Trade (6,309 peers)

Coverage in Louisiana

Port Aggregates Group of Companies 401(k) Plan covers 147 participants in Louisiana, about 30% of the average Louisiana filer (state average ~495 per filing). Assets: $4M.

#1,953
in Wholesale Trade (6,309 peers)
+18.5%
assets growth YoY

Port Aggregates Group of Companies 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Port Aggregates Group of Companies 401(k) Plan vs every filed plan by assets

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

$4,359,735 42nd percentile higher than 42% 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

Port Aggregates Group of Companies 401(k) 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. Port Aggregates Group of Companies 401(k) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Port Aggregates Group of Companies 401(k) Plan reported net income rose from -$571K in the plan year 2022 filing to $681K in the plan year 2023 filing.
  • Port Aggregates Group of Companies 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Port Aggregates Group of Companies 401(k) Plan reported participants fell from 149 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720898658 · Port Aggregates, Inc. PY 2023 · 401(k)

Port Aggregates Group of Companies 401(k) Plan · $4M · 147 · 42nd

  • PHOTO $4M
  • IND 147
  • EOY 42nd
  • 5500 401(k)
  • ASSETS near Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust
  • PCT ind #1953

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 Louisiana →

Port Aggregates Group of Companies 401(k) Plan in the asset neighbourhood

Port Aggregates Group of Companies 401(k) PlanPort Aggregates Group of Com…$4MSamuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and TrustSamuel C. Schwartz, M.D., F.…$4MScientific Tool, Inc. 401(k) Profit Sharing PlanScientific Tool, Inc. 401(k)…$4MFamilia Dental 401(k) Plan$4MSkin Cancer and Cosmetic Dermatology 401(k) Plan aSkin Cancer and Cosmetic Der…$4M
End-of-year total assets ($M) among Port Aggregates Group of Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$681K
Employer EIN720898658
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Port Aggregates, Inc.)

Sponsor-wide plan assets over time

All Port Aggregates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 16.276627385433663% vs 2022
2024 filing year
$3.5M$4M$4.5M 202220232024 $3.68M $4.28M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 149 $4M
2023 1 147 $4M
2024 1 153 $4M

Nearby 401(k) Plans in Louisiana

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

Port Aggregates Group of Companies 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Port Aggregates Group of Companies 401(k) Plan, Total assets ($B): 0.004359735 · Participants: 147Port Aggregates Group of Companies 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Port Aggregates Group of Companies 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Port Aggregates Group of Companies 401(k) Plan side-by-side with 3 peers →

Port Aggregates Group of Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust in IL ($4M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

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 Port Aggregates Group of Companies 401(k) Plan assets move in 2023? ▼
Port Aggregates Group of Companies 401(k) Plan grew sharply - up 18.5% during 2023, from $4M to $4M. Reported net income was $681K.
How have Port Aggregates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Port Aggregates, Inc.'s sponsor-wide assets grew 16.3%, from $4M to $4M.
Which 401(k) plans are similar in size to Port Aggregates Group of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Samuel C. Schwartz, M.D., F.a.a.P., S.C. Cash or Deferred Profit Sharing Plan and Trust in IL ($4M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Port Aggregates Group of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 720898658.

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.