401(k) · DOL Form 5500 · 2023

Portmeirion Group USA, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
55
Participants Small participant base
41st
Percentile by assets National rank
$74,510
Avg per participant Below avg balance/head
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Official DOL plan name: Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Portmeirion Group USA, Inc. · Connecticut · Wholesale Trade

$4M in assets, 55 participants

Portmeirion Group USA, Inc.'s Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,878 in Wholesale Trade (6,309 peers)

Portmeirion Group USA, Inc. multi-year trail

Portmeirion Group USA, Inc.'s plans moved -26.0% in assets from 2022 to 2024; this filing shows Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust at $4M / 55 participants.

#1,878
in Wholesale Trade (6,309 peers)
+6.1%
assets growth YoY

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,098,053 41st percentile higher than 41% 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

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$738K in the plan year 2022 filing to $236K in the plan year 2023 filing.
  • Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 42 in the plan year 2022 filing to 55 in the plan year 2023 filing.
  • Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060991964 · Portmeirion Group USA, Inc. PY 2023 · 401(k)

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 55 · 41st

  • TYPE $4M
  • NET 55
  • BOOK 41st
  • VS-ST 401(k)
  • BOY near Joe's Kansas City Bar-B-Que, Inc. Employee Savings Trust
  • SCH ind #1878

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 Connecticut →

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and TrustPortmeirion Group USA, Inc. …$4MJoe's Kansas City Bar-B-Que, Inc. Employee Savings TrustJoe's Kansas City Bar-B-Que,…$4MVascular Institute of Birmingham, PC 401(k) Profit Sharing PlanVascular Institute of Birmin…$4MScenicview Academy, Inc. 401(k) Plan and TrustScenicview Academy, Inc. 401…$4MSun City Palm Springs Communit 401(k) Profit Sharing Plan & TrustSun City Palm Springs Commun…$4M
End-of-year total assets ($M) among Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Portmeirion Group USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Portmeirion Group USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.029924918408714% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.86M $2.86M ▼ -25.9%
Year Plans Participants Total Assets
2022 1 42 $4M
2023 1 55 $4M
2024 1 50 $3M

Portmeirion Group USA, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$236K
Employer EIN060991964
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004098053 · Participants: 55Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Joe's Kansas City Bar-B-Que, Inc. Employee Savings Trust in KS ($4M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 6.1% during 2023, from $4M to $4M. Reported net income was $236K.
How have Portmeirion Group USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portmeirion Group USA, Inc.'s sponsor-wide assets declined 26.0%, from $4M to $3M.
Which 401(k) plans are similar in size to Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Joe's Kansas City Bar-B-Que, Inc. Employee Savings Trust in KS ($4M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Verico Technology LLC 401(k) Plan in NH (55 participants, $32M 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 060991964.

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.