401(k) · DOL Form 5500 · 2023

William H. Porter, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
134
Participants Small participant base
65th
Percentile by assets National rank
$99,486
Avg per participant Below avg balance/head
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Official DOL plan name: Porter Automotive Group 401(k) Plan · Sponsored by William H. Porter, Inc. · Delaware · Retail Trade

$13M in assets, 134 participants

William H. Porter, Inc.'s Porter Automotive Group 401(k) Plan reported $13M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,360 in Retail Trade (8,414 peers)

Coverage in Delaware

Porter Automotive Group 401(k) Plan covers 134 participants in Delaware, about 25% of the average Delaware filer (state average ~536 per filing). Assets: $13M.

#6,360
in Retail Trade (8,414 peers)
-0.5%
assets change YoY

The plan reported a net loss of $71K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Porter Automotive Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Porter Automotive Group 401(k) Plan vs every filed plan by assets

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

$13,331,068 Top 35% higher than 65% 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

Porter Automotive Group 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. Porter Automotive Group 401(k) Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Porter Automotive Group 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to -$71K in the plan year 2023 filing.
  • Porter Automotive Group 401(k) Plan reported participants fell from 190 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 510069458 · William H. Porter, Inc. PY 2023 · 401(k)

Porter Automotive Group 401(k) Plan · $13M · 134 · 65th

  • BOOK $13M
  • VS-ST 134
  • BOY 65th
  • SCH 401(k)
  • EBSA near W.M. Schlosser Co., Inc. 401(k) Plan
  • PART ind #6360

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 Retail Trade retirement plans → · Plans in Delaware →

Porter Automotive Group 401(k) Plan in the asset neighbourhood

Porter Automotive Group 401(k) PlanPorter Automotive Group 401(…$13MW.M. Schlosser Co., Inc. 401(k) PlanW.M. Schlosser Co., Inc. 401…$13MYamazen, Inc. 401(k) Savings PlanYamazen, Inc. 401(k) Savings…$13MNew England Inpatient Specialists, LLC Employees Savings TrustNew England Inpatient Specia…$13MDevenish Nutrition 401(k) Retirement PlanDevenish Nutrition 401(k) Re…$13M
End-of-year total assets ($M) among Porter Automotive Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income-$71K
Employer EIN510069458
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William H. Porter, Inc.)

Sponsor-wide plan assets over time

All William H. Porter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 14.776452077165162% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.4M $15.4M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 190 $13M
2023 1 134 $13M
2024 1 152 $15M

Nearby 401(k) Plans in Delaware

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

Porter Automotive Group 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Porter Automotive Group 401(k) Plan, Total assets ($B): 0.013331068 · Participants: 134Porter Automotive Group 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Porter Automotive Group 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Porter Automotive Group 401(k) Plan side-by-side with 3 peers →

Porter Automotive Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is W.M. Schlosser Co., Inc. 401(k) Plan in MD ($13M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Porter Automotive Group 401(k) Plan assets move in 2023? ▼
Porter Automotive Group 401(k) Plan held essentially flat - down 0.5% during 2023, from $13M to $13M. Reported net income was -$71K.
How have William H. Porter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William H. Porter, Inc.'s sponsor-wide assets grew 14.8%, from $13M to $15M.
Which 401(k) plans are similar in size to Porter Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is W.M. Schlosser Co., Inc. 401(k) Plan in MD ($13M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Porter Automotive Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 510069458.

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.