401(k) · DOL Form 5500 · 2023

Porticus N.a., Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
34th
Percentile by assets National rank
$180,679
Avg per participant Above avg balance/head
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Official DOL plan name: Porticus N.a., Inc. 401(k) Plan · Sponsored by Porticus N.a., Inc. · New York · Administrative & Support Services

$3M in assets, 15 participants

Porticus N.a., Inc.'s Porticus N.a., Inc. 401(k) Plan reported $3M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,522 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Porticus N.a., Inc. 401(k) Plan ranks #2,522 of 4,372 2023 filers by assets (1065% of the sector average)-$3M for 15 participants.

#2,522
in Administrative & Support Services (4,372 peers)
+26.1%
assets growth YoY

Porticus N.a., Inc. 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Porticus N.a., Inc. 401(k) Plan vs every filed plan by assets

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

$2,710,178 34th percentile higher than 34% 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

Porticus N.a., Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Porticus N.a., Inc. 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Porticus N.a., Inc. 401(k) Plan reported net income rose from -$245K in the plan year 2022 filing to $561K in the plan year 2023 filing.
  • Porticus N.a., Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Porticus N.a., Inc. 401(k) Plan reported participants rose from 13 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261999481 · Porticus N.a., Inc. PY 2023 · 401(k)

Porticus N.a., Inc. 401(k) Plan · $3M · 15 · 34th

  • NET $3M
  • BOOK 15
  • VS-ST 34th
  • BOY 401(k)
  • SCH near Ontraport, Inc. 401(k) Plan
  • EBSA ind #2522

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 Administrative & Support Services retirement plans → · Plans in New York →

Porticus N.a., Inc. 401(k) Plan in the asset neighbourhood

Porticus N.a., Inc. 401(k) PlanPorticus N.a., Inc. 401(k) P…$3MOntraport, Inc. 401(k) Plan$3MFusionsite Services LLC 401(k) PlanFusionsite Services LLC 401(…$3MHchv 401(k) Trust$3MWerner National, LLC 401(k) PlanWerner National, LLC 401(k) …$3M
End-of-year total assets ($M) among Porticus N.a., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$561K
Employer EIN261999481
Plan Effective Date2014-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Porticus N.a., Inc.)

Sponsor-wide plan assets over time

All Porticus N.a., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 64.49145875503778% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.15M $3.54M ▲ +64.7%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 15 $3M
2024 1 13 $4M

Nearby 401(k) Plans in New York

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

Porticus N.a., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Porticus N.a., Inc. 401(k) Plan, Total assets ($B): 0.002710178 · Participants: 15Porticus N.a., Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Porticus N.a., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Porticus N.a., Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Ontraport, Inc. 401(k) Plan in CA ($3M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Porticus N.a., Inc. 401(k) Plan assets move in 2023? ▼
Porticus N.a., Inc. 401(k) Plan grew sharply - up 26.1% during 2023, from $2M to $3M. Reported net income was $561K.
How have Porticus N.a., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porticus N.a., Inc.'s sponsor-wide assets grew 64.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Porticus N.a., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ontraport, Inc. 401(k) Plan in CA ($3M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Porticus N.a., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 261999481.

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.