401(k) · DOL Form 5500 · 2023

Portage Country Club 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
36
Participants Small participant base
28th
Percentile by assets National rank
$43,725
Avg per participant Low balance/head
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Official DOL plan name: Portage Country Club 401(k) Plan · Sponsored by Portage Country Club · Ohio · Arts, Entertainment & Recreation

$2M in assets, 36 participants

Portage Country Club's Portage Country Club 401(k) Plan reported $2M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,549 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Portage Country Club 401(k) Plan ranks #1,549 of 2,945 2023 filers by assets (1764% of the sector average)-$2M for 36 participants.

#1,549
in Arts, Entertainment & Recreation (2,945 peers)
+22.3%
assets growth YoY

Portage Country Club 401(k) Plan among the smaller filed plans by assets

Portage Country Club 401(k) Plan vs every filed plan by assets

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

$1,574,101 28th percentile higher than 28% 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

Portage Country Club 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. Portage Country Club 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Portage Country Club 401(k) Plan reported net income rose from -$711K in the plan year 2022 filing to $287K in the plan year 2023 filing.
  • Portage Country Club 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Portage Country Club 401(k) Plan reported participants rose from 35 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 340468390 · Portage Country Club PY 2023 · 401(k)

Portage Country Club 401(k) Plan · $2M · 36 · 28th

  • PCT $2M
  • EIN 36
  • RANK 28th
  • PHOTO 401(k)
  • IND near Vata 401(k) Plan
  • EOY ind #1549

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

Portage Country Club 401(k) Plan in the asset neighbourhood

Portage Country Club 401(k) PlanPortage Country Club 401(k) …$2MVata 401(k) Plan$2MRyan Equipment Center Inc. Retirement PlanRyan Equipment Center Inc. R…$2MDufoe Consulting Engineers Inc 401(k) Profit Sharing Plan & TrustDufoe Consulting Engineers I…$2MBurlington Stores Puerto Rico Savings PlanBurlington Stores Puerto Ric…$2M
End-of-year total assets ($M) among Portage Country Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$287K
Employer EIN340468390
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Portage Country Club)

Sponsor-wide plan assets over time

All Portage Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$2M 47.64447392293067% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.29M $1.9M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 35 $1M
2023 1 36 $2M
2024 1 41 $2M

Nearby 401(k) Plans in Ohio

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

Portage Country Club 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Portage Country Club 401(k) Plan, Total assets ($B): 0.001574101 · Participants: 36Portage Country Club 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Portage Country Club 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Portage Country Club 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Vata 401(k) Plan in OR ($2M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Portage Country Club 401(k) Plan assets move in 2023? ▼
Portage Country Club 401(k) Plan grew sharply - up 22.3% during 2023, from $1M to $2M. Reported net income was $287K.
How have Portage Country Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portage Country Club's sponsor-wide assets grew 47.6%, from $1M to $2M.
Which 401(k) plans are similar in size to Portage Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vata 401(k) Plan in OR ($2M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Portage Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 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 340468390.

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.