401(k) · DOL Form 5500 · 2023

Porterville Sheltered Workshop, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
155
Participants Small participant base
56th
Percentile by assets National rank
$58,040
Avg per participant Low balance/head
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Official DOL plan name: Porterville Sheltered Workshop 401(k) Salary Savings Plan · Sponsored by Porterville Sheltered Workshop, Inc. · California · Other Services

$9M in assets, 155 participants

Porterville Sheltered Workshop, Inc.'s Porterville Sheltered Workshop 401(k) Salary Savings Plan reported $9M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,881 in Other Services (7,857 peers)

Coverage in California

Porterville Sheltered Workshop 401(k) Salary Savings Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $9M.

#5,881
in Other Services (7,857 peers)
+10.1%
assets growth YoY

Porterville Sheltered Workshop 401(k) Salary Savings Plan's mid-pack asset rank among Other Services and all filers

Porterville Sheltered Workshop 401(k) Salary Savings Plan vs every filed plan by assets

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

$8,996,171 Top 44% higher than 56% 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

Porterville Sheltered Workshop 401(k) Salary Savings 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. Porterville Sheltered Workshop 401(k) Salary Savings Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Porterville Sheltered Workshop 401(k) Salary Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $822K in the plan year 2023 filing.
  • Porterville Sheltered Workshop 401(k) Salary Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Porterville Sheltered Workshop 401(k) Salary Savings Plan reported participants fell from 157 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941676464 · Porterville Sheltered Workshop, Inc. PY 2023 · 401(k)

Porterville Sheltered Workshop 401(k) Salary Savings Plan · $9M · 155 · 56th

  • EIN $9M
  • EIN 155
  • EIN 56th
  • EIN 401(k)
  • EIN near Ray Black & Son, Inc. Profit Sharing Plan
  • EIN ind #5881

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 California →

Porterville Sheltered Workshop 401(k) Salary Savings Plan in the asset neighbourhood

Porterville Sheltered Workshop 401(k) Salary Savings PlanPorterville Sheltered Worksh…$9MRay Black & Son, Inc. Profit Sharing PlanRay Black & Son, Inc. Profit…$9MNueces Farm Center, Inc. 401(k) Profit Sharing PlanNueces Farm Center, Inc. 401…$9MThelen Inc. 401(k) Plan$9M21st Century Healthcare, Inc. 401(k) Plan21st Century Healthcare, Inc…$9M
End-of-year total assets ($M) among Porterville Sheltered Workshop 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$822K
Employer EIN941676464
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Porterville Sheltered Workshop, Inc.)

Sponsor-wide plan assets over time

All Porterville Sheltered Workshop, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 20.22735060237854% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.17M $9.83M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 157 $8M
2023 1 155 $9M
2024 1 170 $10M

Nearby 401(k) Plans in California

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

Porterville Sheltered Workshop 401(k) Salary Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Porterville Sheltered Workshop 401(k) Salary Savings Plan, Total assets ($B): 0.008996171 · Participants: 155Porterville Sheltered Workshop 401(k) Salary Savings 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
Porterville Sheltered Workshop 401(k) Salary Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Porterville Sheltered Workshop 401(k) Salary Savings Plan side-by-side with 3 peers →

Porterville Sheltered Workshop 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ray Black & Son, Inc. Profit Sharing Plan in KY ($9M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Porterville Sheltered Workshop 401(k) Salary Savings Plan assets move in 2023? ▼
Porterville Sheltered Workshop 401(k) Salary Savings Plan grew at a solid clip - up 10.1% during 2023, from $8M to $9M. Reported net income was $822K.
How have Porterville Sheltered Workshop, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porterville Sheltered Workshop, Inc.'s sponsor-wide assets grew 20.2%, from $8M to $10M.
Which 401(k) plans are similar in size to Porterville Sheltered Workshop 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ray Black & Son, Inc. Profit Sharing Plan in KY ($9M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Porterville Sheltered Workshop 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 941676464.

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.