401(k) · DOL Form 5500 · 2023

Portolan Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
36th
Percentile by assets National rank
$254,255
Avg per participant Above avg balance/head
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Official DOL plan name: Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Portolan Capital Management LLC · Massachusetts · Finance & Insurance

$3M in assets, 12 participants

Portolan Capital Management LLC's Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,210 in Finance & Insurance (8,869 peers)

Portolan Capital Management LLC multi-year trail

Portolan Capital Management LLC's plans moved +25.2% in assets from 2023 to 2024; this filing shows Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust at $3M / 12 participants.

#2,210
in Finance & Insurance (8,869 peers)
+18.9%
assets growth YoY

Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,051,064 36th percentile higher than 36% 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

Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust is a small filing (12 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 201926326 · Portolan Capital Management LLC PY 2023 · 401(k)

Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust · $3M · 12 · 36th

  • TYPE $3M
  • TYPE 12
  • TYPE 36th
  • TYPE 401(k)
  • TYPE near Robert Brogden's Olathe Buick Gmc, Inc. 401(k) Retirement Plan
  • TYPE ind #2210

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Portolan Capital Management LLC 401(k) Profit Sharing Plan and TrustPortolan Capital Management …$3MRobert Brogden's Olathe Buick Gmc, Inc. 401(k) Retirement PlanRobert Brogden's Olathe Buic…$3MPrystup Packaging Products 401(k) PlanPrystup Packaging Products 4…$3MOld Waverly Golf Club 401(k) PlanOld Waverly Golf Club 401(k)…$3MEbels General Store 401(k) PlanEbels General Store 401(k) P…$3M
End-of-year total assets ($M) among Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Portolan Capital Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Portolan Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.179773351198136% vs 2023
2024 filing year
$2.5M$3M$3.5M$4M 20232024 $3.05M $3.82M ▲ +25.2%
Year Plans Participants Total Assets
2023 1 12 $3M
2024 1 12 $4M

Portolan Capital Management LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$484K
Employer EIN201926326
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003051064 · Participants: 12Portolan Capital Management LLC 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Robert Brogden's Olathe Buick Gmc, Inc. 401(k) Retirement Plan in KS ($3M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 18.9% during 2023, from $3M to $3M. Reported net income was $484K.
How have Portolan Capital Management LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Portolan Capital Management LLC's sponsor-wide assets grew 25.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Robert Brogden's Olathe Buick Gmc, Inc. 401(k) Retirement Plan in KS ($3M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Portolan Capital Management LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 201926326.

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.