401(k) · DOL Form 5500 · 2023

Portco, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
235
Participants Below avg headcount
31st
Percentile by assets National rank
$9,236
Avg per participant Low balance/head
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Official DOL plan name: Portco, Inc. 401(k) Plan · Sponsored by Portco, Inc. · Virginia · Other Services

$2M in assets, 235 participants

Portco, Inc.'s Portco, Inc. 401(k) Plan reported $2M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,406 in Other Services (7,857 peers)

Coverage in Virginia

Portco, Inc. 401(k) Plan covers 235 participants in Virginia, about 30% of the average Virginia filer (state average ~782 per filing). Assets: $2M.

#4,406
in Other Services (7,857 peers)
+24.7%
assets growth YoY

Portco, Inc. 401(k) Plan among the smaller filed plans by assets

Portco, Inc. 401(k) Plan vs every filed plan by assets

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

$2,170,397 31st percentile higher than 31% 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

Portco, Inc. 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. Portco, Inc. 401(k) Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Portco, Inc. 401(k) Plan reported net income rose from -$43K in the plan year 2022 filing to $430K in the plan year 2023 filing.
  • Portco, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Portco, Inc. 401(k) Plan reported participants fell from 242 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541598359 · Portco, Inc. PY 2023 · 401(k)

Portco, Inc. 401(k) Plan · $2M · 235 · 31st

  • PART $2M
  • TYPE 235
  • NET 31st
  • BOOK 401(k)
  • VS-ST near Johnan America Savings Plan 401(k)
  • BOY ind #4406

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 Other Services retirement plans → · Plans in Virginia →

Portco, Inc. 401(k) Plan in the asset neighbourhood

Portco, Inc. 401(k) Plan$2MJohnan America Savings Plan 401(k)Johnan America Savings Plan …$2MTowey Properties, Inc., 401(k) PlanTowey Properties, Inc., 401(…$2MLisson Gallery Ny, Inc. 401(k) Profit Sharing PlanLisson Gallery Ny, Inc. 401(…$2MOwen Brothers / Southeastern Paperboard 401(k) Profit Sharing PlanOwen Brothers / Southeastern…$2M
End-of-year total assets ($M) among Portco, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$430K
Employer EIN541598359
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Portco, Inc.)

Sponsor-wide plan assets over time

All Portco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 74.64606244469726% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.74M $3.04M ▲ +74.7%
Year Plans Participants Total Assets
2022 1 242 $2M
2023 1 235 $2M
2024 1 228 $3M

Nearby 401(k) Plans in Virginia

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

Portco, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Portco, Inc. 401(k) Plan, Total assets ($B): 0.002170397 · Participants: 235Portco, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Portco, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Portco, Inc. 401(k) Plan side-by-side with 3 peers →

Portco, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Johnan America Savings Plan 401(k) in KY ($2M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Portco, Inc. 401(k) Plan assets move in 2023? ▼
Portco, Inc. 401(k) Plan grew sharply - up 24.7% during 2023, from $2M to $2M. Reported net income was $430K.
How have Portco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portco, Inc.'s sponsor-wide assets grew 74.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Portco, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnan America Savings Plan 401(k) in KY ($2M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Portco, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 541598359.

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.