401(k) · DOL Form 5500 · 2023

Private Portfolios, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$475,323
Avg per participant High balance/head
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Official DOL plan name: Private Portfolios, Inc. Profit Sharing 401(k) Plan · Sponsored by Private Portfolios, Inc. · California · Finance & Insurance

$2M in assets, 4 participants

Private Portfolios, Inc.'s Private Portfolios, Inc. Profit Sharing 401(k) Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,797 in Finance & Insurance (8,869 peers)

Private Portfolios, Inc. multi-year trail

Private Portfolios, Inc.'s plans moved +90.0% in assets from 2022 to 2024; this filing shows Private Portfolios, Inc. Profit Sharing 401(k) Plan at $2M / 4 participants.

#1,797
in Finance & Insurance (8,869 peers)
+41.8%
assets growth YoY

Private Portfolios, Inc. Profit Sharing 401(k) Plan among the smaller filed plans by assets

Private Portfolios, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$1,901,293 30th percentile higher than 30% 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

Private Portfolios, Inc. Profit Sharing 401(k) 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. Private Portfolios, Inc. Profit Sharing 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Private Portfolios, Inc. Profit Sharing 401(k) Plan reported net income rose from -$520K in the plan year 2022 filing to $560K in the plan year 2023 filing.
  • Private Portfolios, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942942765 · Private Portfolios, Inc. PY 2023 · 401(k)

Private Portfolios, Inc. Profit Sharing 401(k) Plan · $2M · 4 · 30th

  • BOOK $2M
  • VS-ST 4
  • BOY 30th
  • SCH 401(k)
  • EBSA near High River Resources Retirement Plan
  • PART ind #1797

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 Finance & Insurance retirement plans → · Plans in California →

Private Portfolios, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Private Portfolios, Inc. Profit Sharing 401(k) PlanPrivate Portfolios, Inc. Pro…$2MHigh River Resources Retirement PlanHigh River Resources Retirem…$2MNinach Holdings 401(k) Trust$2MTelecomp Holdings, Inc. 401(k) PlanTelecomp Holdings, Inc. 401(…$2MDli North America Inc. 401(k) PlanDli North America Inc. 401(k…$2M
End-of-year total assets ($M) among Private Portfolios, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Private Portfolios, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Private Portfolios, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 90.03263781571269% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.34M $2.55M ▲ +90.3%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M
2024 1 4 $3M

Private Portfolios, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$560K
Employer EIN942942765
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Private Portfolios, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Private Portfolios, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.001901293 · Participants: 4Private Portfolios, Inc. Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Private Portfolios, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Private Portfolios, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Private Portfolios, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is High River Resources Retirement Plan in TX ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Private Portfolios, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Private Portfolios, Inc. Profit Sharing 401(k) Plan surged - up 41.8% during 2023, from $1M to $2M. Reported net income was $560K.
How have Private Portfolios, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Private Portfolios, Inc.'s sponsor-wide assets grew 90.0%, from $1M to $3M.
Which 401(k) plans are similar in size to Private Portfolios, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is High River Resources Retirement Plan in TX ($2M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Private Portfolios, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 942942765.

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.