401(k) · DOL Form 5500 · 2023

Portfolio Services Limited, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
397
Participants Below avg headcount
75th
Percentile by assets National rank
$57,214
Avg per participant Low balance/head
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Official DOL plan name: Portfolio 401(k) Plan · Sponsored by Portfolio Services Limited, Inc. · California · Professional & Technical Services

$23M in assets, 397 participants

Portfolio Services Limited, Inc.'s Portfolio 401(k) Plan reported $23M in total assets and 397 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,238 in Professional & Technical Services (20,321 peers)

Where Portfolio 401(k) Plan sits by assets

Portfolio 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 397 participants (~$57,214/participant), up 23.4% in 2023.

#15,238
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Portfolio 401(k) Plan's outsized position by total assets

Portfolio 401(k) Plan vs every filed plan by assets

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

$22,713,957 Top 25% higher than 75% 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

Portfolio 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. Portfolio 401(k) Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Portfolio 401(k) Plan reported net income rose from -$936K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Portfolio 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 397 in the plan year 2023 filing.
  • Portfolio 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800065794 · Portfolio Services Limited, Inc. PY 2023 · 401(k)

Portfolio 401(k) Plan · $23M · 397 · 75th

  • BOOK $23M
  • VS-ST 397
  • BOY 75th
  • SCH 401(k)
  • EBSA near Becht Engineering Co., Inc. 401(k) Profit Sharing Plan
  • PART ind #15238

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 Professional & Technical Services retirement plans → · Plans in California →

Portfolio 401(k) Plan in the asset neighbourhood

Onboard Partners 401(k) Plan$23MPortfolio 401(k) Plan$23MBecht Engineering Co., Inc. 401(k) Profit Sharing PlanBecht Engineering Co., Inc. …$23MNye Lubricants, Inc. 401(k) PlanNye Lubricants, Inc. 401(k) …$23MHomeowners Financial Group 401(k) PlanHomeowners Financial Group 4…$23M
End-of-year total assets ($M) among Portfolio 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN800065794
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Portfolio Services Limited, Inc.)

Sponsor-wide plan assets over time

All Portfolio Services Limited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 36.92481322154775% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.4M $25.2M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 139 $18M
2023 1 397 $23M
2024 1 372 $25M

Nearby 401(k) Plans in California

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

Portfolio 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Portfolio 401(k) Plan, Total assets ($B): 0.022713957 · Participants: 397Portfolio 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
Portfolio 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Portfolio 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Becht Engineering Co., Inc. 401(k) Profit Sharing Plan in NJ ($23M); by covered participants it is Yesler, Inc 401(k) Plan in WA (397 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Portfolio 401(k) Plan assets move in 2023? ▼
Portfolio 401(k) Plan grew sharply - up 23.4% during 2023, from $18M to $23M. Reported net income was $4M.
How have Portfolio Services Limited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portfolio Services Limited, Inc.'s sponsor-wide assets grew 36.9%, from $18M to $25M.
Where does Portfolio 401(k) Plan rank by assets among Form 5500 filers? ▼
Portfolio 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Portfolio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Becht Engineering Co., Inc. 401(k) Profit Sharing Plan in NJ ($23M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Portfolio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yesler, Inc 401(k) Plan in WA (397 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 800065794.

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.